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    9/6/2007

    曹阳·作

     
    假若国航与南航合并 中国民航将成怎样局面
     
       
     
      尽管两家公司的老总都已经一次次的公开否认,但越来越多的声音在描述,国航正在加速与南航的合作进程。而南航两年来的北上运动,A380巨无霸在北京的规划,国航对珠三角地区航运市场的需求,似乎也在暗示着什么。
     
      但定论恐怕还为时尚早,“东新恋”一谈三年才有正果,国航国泰的联姻也可以追溯到2003年,可以预想到的,即便国航、南航真正合并,最终的实现也将在2010年前后才有所眉目。而在这里,我们不妨假想一下国航、南航合并后国内市场的轮廓。
     
      国内航空市场份额的6成被新国航(国航载旗,应该没人会放掉这块金字招牌)所垄断,成为国内第一大航空集团。海航(那时应该更名为大新华航空)一跃成为国内三大航空集团之一。
     
      削弱广州的枢纽地位,新国航以北京为国内运营主基地,以上海、武汉、成都、广州为二级枢纽,同时主营东三省、内蒙、新疆、四川、西藏、两广、两湖的国内航运市场,以及主要对外的航运业务。东航凭借上海西安昆明经营中转业务,成为新加坡航空公司的血库;海航则主营支线航空;其他公司或被上述三家公司收购,或已经自生自灭。
     
      东航成为天合联盟的合作伙伴,海航加盟寰宇一家。
     
      削弱广州航空市场的力量,新国航将海外营销的南方枢纽放在香港。
     
      新国航的员工人数,“1+1〉2”,所有部门的管理人员数量增加30%。随着南航退市,大批量购机的所有资金压力全部转嫁给新国航,机队中波音空客各占一半,航材维修成本大幅增长。但由于超过5成以上的国内航线实行固定价格,特别是新疆、内蒙、广深等区域航线机票价格在现有基础上增加50%,因此新国航的年报全面飘红。
     
      机票代理行业遭遇摧枯拉朽,新国航利用在线、直营等手段,终结代理行业。
     
      中国民航总局高层换血,五名正副局长中两人来自新国航,一人来自东航。同时规划以东航为核心,通过吸收海航等残余力量,形成“双寡头”局面。
     

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