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亚马逊(AMZN)股票:航空货运网络准备扩展空客A330机队

2026-09-19 04:18:06
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摘要

亚马逊为A330机队扩张做准备
ATSG打造全新货运机队
亚马逊货运网络持续扩张
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亚马逊货运网络准备大规模扩展空客A330机队

随着亚马逊(AMZN)为其航空货运网络的更广泛空客A330部署做准备,其股价交易于253.20美元。此次扩张将逐步减少亚马逊货运业务中对波音767飞机的依赖。与此同时,空中运输服务集团(ATSG)正在为其2027年投入亚马逊服务的A330飞机做准备工作。

亚马逊准备进行A330机队扩张

ATSG收到了第一架由客机改装而成的A330货机,该飞机将用于亚马逊的货运网络。该公司预计ABX航空将于2027年第一季度开始运营该机型。与此同时,亚马逊已承诺签订涵盖四架A330飞机的多年期经营租赁协议。

在将A330加入其运营许可证之前,ABX航空必须完成美国联邦航空管理局(FAA)的相关项目。这些项目涵盖新机型所需的飞行员培训、飞机操作和维护程序。因此,随着A330运力的增加,ATSG计划招聘更多的飞行员和维修人员。

目前,ATSG在亚马逊超过100架飞机的机队中运营着56架飞机。自2016年以来,该公司一直使用波音767-200和767-300货机支持亚马逊的运营。与此同时,阿拉斯加航空公司也为亚马逊运营11架空客A330货机。

ATSG打造全新货运机队

A330的扩张反映了可用于改装的中期波音767客机供应量的下降。波音公司不再生产767机型,而较旧的客机正不断退出商业服务。因此,ATSG将A330作为其下一个中型宽体货运平台。

作为其更广泛的货运机队战略的一部分,ATSG计划收购并改装30架A330飞机。空客售后子公司埃尔贝飞机制造公司(Elbe Flugzeugwerke,简称EFW)负责执行客机改货机的改装工作。然而,供应链问题减缓了改装进度,并推迟了一些计划的交付日期。

截至目前,EFW已向总部位于土耳其的ULS航空货运交付了两架改装后的A330货机。ATSG还计划在俄亥俄州和佛罗里达州通过维护运营来支持其新飞机。该公司正在威尔明顿航空公园和坦帕开发空客维护项目。

亚马逊货运网络扩张

随着ATSG的业务超越亚马逊和DHL快递,ABX航空也新增了一名货运客户。总部位于迈阿密的Global Aviation Link聘请ABX航空运营一架波音767-300飞往拉丁美洲。根据这项为期一年的协议,ABX航空提供飞机并运营该服务。

The service began flying between Miami and Quito on September 2 and operates six days a week. Global Aviation Link plans to expand its services to Venezuela and Peru, which export flowers and fruits. The company currently uses Boeing 767 aircraft to provide regular cargo services between Miami and Bogotá.

ATSG also announced three executive appointments as part of its continued adjustments after being acquired by Stonepeak in 2025. Mike Hough became president of the Airlines and Services Group, and Tim Schulze became chief risk officer. Doug Belding also joined the company as vice president of corporate performance and operating systems.

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