華航百位機師隔離 貨運吃緊 - 股票

By Rachel
at 2021-04-30T11:35
at 2021-04-30T11:35
Table of Contents
原文標題:華航百位機師隔離 貨運吃緊
原文連結:https://udn.com/news/story/7241/5423589
發布時間:2021-04-30 02:46
原文內容:
華航(2610)轉投資的諾富特飯店房務主管確診(案1120),為全台首例防疫旅館員工染
疫,昨(29)日飯店已全部清空消毒,117位華航機師轉到其他防疫旅館進行14天隔離。
機師人力調度減少約10%,華航已緊急啟動人力調度作業,全力維持貨機正常飛航,降低
電子業供應鏈斷鏈危機。
機師染疫風波至今源頭未明,已有9名機師、5名機師家人確診。疫情指揮中心指揮官陳時
中表示,日前確診的機師傳染給很多人的可能性較低。初步假設是環境感染,無症狀感染
者造成內部傳播鏈,由房務人員傳給清潔人員,造成第二波機師感染,但目前還不敢確定
。
除了疫情變化,產業界更擔心物流供應鏈斷鏈問題。華航是全球第6大的航空貨運業者,
現在航空貨運運能高度吃緊,卻出現人力缺口,市場指出,5月的貨運恐怕陷入搶艙位大
戰,運價也會跟著急飆。
華航約有1,272位機師,機隊包括62架客機及21架貨機。機師主要分布的機型為貨機777、
747及客機的A350機型。華航目前有3架777機型,18架747機型。777有客機機師可以加入
調度,增班難度較低;但747貨機運能吃緊,據了解,能服務這型貨機的機師約350人左右
,747是夕陽機型,沒有太多的客機機師支援,調度難度高。
全球半導體零件、疫苗、藥品、高單價商品都在搶空運艙位,5月也進入空運傳統旺季。
但華航爆發機師染疫、百萬機師隔離的狀況,航空貨運界擔心艙位吃緊,貨物交期遲延,
近期加價20%-30%搶艙位,5月第一周搶購一空。華航的運能突然吃緊,增加班次難度升高
,貨攬界更拚命訂艙位,5月貨機的固定航班艙位,下周一可能被秒殺。
心得/評論:看來可以歐印長榮航了,華航15元收。 昨天外資大賣五萬多張嚇死人了
當沖仔反而減少才不到12萬,總成交量30萬張。
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