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[新闻来源/日期] 路透社/By Sergio Goncalves and Joanna Plucinska October 14, 20267:17 PM GMT+8Updated 56 mins ago [新闻标题] Lufthansa to pay $1.3 billion for 44.9% of Portugal's TAP [内文] Lufthansa beats Air France-KLM after both submit improved bids in late Septemb er Part of ongoing sector's consolidation TAP carries record 8.2 million first-half 2026 passengers, up 4.2% from year e arlier LISBON, Oct 14 (Reuters) - Portugal's government on Wednesday picked Lufthansa (LHAG.DE), opens new tab to buy a 44.9% stake in TAP Air Portugal for €1.2 b illion ($1.3 billion), making the German airline the strategic partner of one of Europe's last unaligned flag carriers. The deal, years in the making and repeatedly delayed, is the next step in the consolidation of Europe's airline industry, a process seen as necessary to help smaller national carriers become more resilient as part of larger grou ps. Analysts and industry executives say consolidation is likely to accelerate a s soaring jet fuel prices linked to the war in Iran force weaker airlines to work with larger, better-capitalised groups. Lufthansa, which already owns Austrian Airlines, ITA Airways and SWISS, among other carriers, beat rival Air France-KLM after both airlines submitted improv ed final bids in late September. Prime Minister Luis Montenegro told a news briefing the winning bid exceeded Air France-KLM's offer by 16%. Speaking at the World Aviation Festival in Lisbon before the announcement, TAP Chief Executive Luis Rodrigues said joining a larger group would allow th e Portuguese carrier to "access a larger pool of resources at better value". The government said its decision was based not only on price but also on each bidder's industrial plan for TAP, including its strategy for the airline's gro wth and long-term sustainability. TAP's main attraction is its valuable landing slots connecting Lisbon wi th Brazil, Portuguese-speaking Africa and the US, routes that underpin Portuga l's diaspora ties, tourism flows and investment links. The government wants TAP's partner to expand operations and connectivity acr oss Portugal's airport network, not only at Lisbon's hub but also in Porto , Faro, the Azores and Madeira. As of June, TAP operated a fleet of 101 aircraft serving 93 destinations world wide: 52 in Europe, 16 in South and Central America, 14 in Africa and 11 i n North America. TAP carried a record 8.2 million passengers in the first half of 2026, up 4. 2% from a year earlier, while operating revenue rose 4.3%. 中文大意: 葡萄牙政府周三选定汉莎航空(Lufthansa)以 12亿欧元(约13亿美元) 收购葡萄牙航 空(TAP)44.9% 的股权,使汉莎成为这家欧洲少数仍保持独立的国家航空公司的策略夥 伴。 汉莎已拥有奥地利航空、ITA航空、瑞士航空等子公司,这次击败法荷航(Air France-KL M)。双方都在9月底提交了改进後的最终报价,汉莎的报价比法荷航高出16%。 TAP最吸引人的资产是连接里斯本与巴西、葡语非洲国家及美国的宝贵航权与起降时段。 政府希望新夥伴能强化葡萄牙全国机场的营运与连结,不只里斯本,也包括波尔图、法鲁 、亚速尔群岛与马德拉。 [原文连结] https://www.reuters.com/business/portugal-picks-lufthansa-buy-449-tap-sources- say-2026-10-14/ https://reurl.cc/6X470V 正如大家的预期 葡萄牙航空续留星空联盟 不过法荷航收购方案居然是 现金+股票??? 下一个收购案:肯亚航空 已经有四个买家罗 分别来自:美国、新加坡、南非、中国 新加坡一定是淡马锡,不然就是新航 因为之前的新闻,淡马锡有意愿收购 究竟肯亚航空能否续留天合联盟? 让我们继续看下去... 不知道达美是否後悔突袭收购LATAM 现在可能连肯亚航空都守不住啦 卡达航空一定会用尽所有资源 让其他业者收购肯亚航空的 毕竟敌人的敌人就是朋友 --



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1F:推 dragon9487: 星空联盟南美市占太高了吧 10/15 00:01
2F:推 Betances: 今年留星空金看来是留对了 10/15 00:50
3F:推 john668: 有被葡萄牙航空升等过 10/15 01:14
4F:推 vimer: 高16%也买贵太多了吧 10/15 03:52
5F:推 jefflin555: 终於TAP的票会变比较好换了吗! 10/15 06:54
6F:推 TWeng: 监管机构会过? 10/15 07:17
7F:→ TWeng: 感觉AF的战略是逼LH一定要大失血才能抢到,LH比AF需要 10/15 07:18
8F:推 Honorguard06: 脑补大师的UX危矣现在到第几部了? 10/15 10:34
9F:推 nyrnu: 看来汉莎有输不起压力,全现金压下去竞标. 10/15 12:28
10F:→ nyrnu: 肯亚航卖相差葡航很大.可能还要拖好一阵. 10/15 12:29
11F:→ cs0001cs: 最近汉莎要看的是18号那班LH419,A346正式退役 10/15 19:35
12F:推 js52666: 葡萄牙:亡国感好重 10/17 10:00







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