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告别亚洲战略:芬兰航空的困境与抉择
How Finnair’s Huge Bet on Faster Flights to Asia Suddenly Came Undone

来源:纽约时报    2022-10-25 12:46



        Nestled near Europe’s rooftop, Finland spent decades leveraging its location to become a popular gateway for Asian travelers. Its flagship airline, Finnair, offered flights from Tokyo, Seoul and Shanghai to Helsinki that, by crossing over Russia, were hours shorter than flights to any other European capital. Airport chiefs invested nearly $1 billion in a new terminal with streamlined transfers. There were signs in Japanese, Korean and Chinese, and hot water dispensers for the instant noodle packets favored by Chinese tourists.
        几十年来,坐落在欧洲屋脊附近的芬兰利用其地理位置成为深受亚洲游客青睐的门户。这个国家的旗舰航空公司芬兰航空提供从东京、首尔和上海飞往赫尔辛基的航班,由于这些航班穿越俄罗斯,比飞往任何其他欧洲首都的航班都短几个小时。机场运营者投资近10亿美元建造一个新航站楼,转机流程精简高效。标识上有日文、韩文和中文,还有中国游客喜欢的用来泡方便面的开水机。
        Then Russia sent troops across Ukraine’s border on Feb. 24, and overnight the carefully constructed game table was overturned.
        后来,俄罗斯在2月24日派兵越过乌克兰边境,一夜之间,精心的布局被打破了。
        Russia closed its airspace to most European carriers in response to bans on Russian planes. What was once a nine-hour flight to Helsinki when routed over Russia’s 3,000-mile expanse would now take 13 hours and as much as 40 percent more fuel because it had to swoop around borders.
        作为对俄罗斯飞机禁令的回应,俄罗斯对大多数欧洲航空公司关闭了领空。途经俄罗斯3000英里的广阔空域飞往赫尔辛基曾经需要9小时,现在由于不得不贴着边境飞行需要13小时,并且要多消耗40%的燃料。
        Finnair’s competitive advantage as the fastest connection from Asia and a travel hub for Europe vanished in a wisp.
        芬兰航空拥有着往来亚洲的最快航线,并且是欧洲旅游枢纽,如今这一优势烟消云散。
        The sudden disintegration of Finnair’s business model is part of the wide-ranging economic upheaval that the war in Ukraine is causing for businesses around the globe.
        芬兰航空商业模式的突然解体是乌克兰战争给全球企业带来的广泛经济动荡的一部分。
        Companies that invested or traded heavily with Russia were immediately affected, and more than 1,000 have withdrawn operations from Russia, according to a database compiled by the Yale School of Management.
        耶鲁大学管理学院编制的数据库显示,与俄罗斯进行大量投资或交易的公司受到直接影响,超过1000家公司已将业务撤出俄罗斯。
        High energy prices have blitzed a wider range. The Hungarian Opera House’s Erkel Theater will temporarily close because it cannot pay its energy bill. Hakle, one of the largest manufacturers of toilet paper in Germany, declared insolvency because of soaring energy costs, while ceramic, glass, chemical, fertilizer and other factories across Europe have been forced to scale back or shut down.
        高昂的能源价格则冲击了更多领域。匈牙利歌剧院的埃克尔剧场由于无法支付能源费用将暂时关闭。Hakle是德国最大的卫生纸制造商之一,由于能源成本飙升宣布破产,而欧洲的陶瓷、玻璃、化学、化肥和其他工厂则被迫减产或关闭。
        The snack food industry, unable to get sufficient supplies of sunflower oil from Ukraine, has had to scramble for substitutes like palm oil, forcing manufacturers to rejigger supply chains, production and labeling, since they could no longer boast that their products were “nonallergenic” and “non-G.M.O.”
        由于无法从乌克兰获得足够的葵花籽油供应,零食行业不得不争相购买棕榈油等替代品,迫使制造商重新调整供应链、生产和标签,因为他们无法再宣传自己的产品“无过敏源”和“非转基因”。
        The closed airspace caused Japan Airlines and ANA to cancel flights to Europe. And this month Virgin Atlantic said it was ceasing all traffic to and from Hong Kong because of Russia’s ban. For Finnair, though, the fallout has been extreme.
        封闭的空域导致日本航空公司和全日空取消飞往欧洲的航班。本月,维珍航空表示,由于俄罗斯的禁令,将停止所有往返香港的航班。然而,对于芬兰航空来说后果尤为严重。
        “The Asia strategy had been 20 years in the making,” Topi Manner, Finnair’s chief executive, said from the company’s headquarters, next to the Helsinki terminal in Vantaa. Services were tailored to meet the tastes of its Asian customers. Half of its in-flight movies are dubbed or subtitled in Japanese, Korean and Chinese. Meal offerings include crispy chicken in Chinese garlic and oyster sauce and Korean-style stir-fried pork in spicy sauce with bok choy and steamed rice. The airline’s ground staff in Helsinki are fluent in the region’s native languages.
        “亚洲战略已经酝酿了20年,”芬兰航空首席执行官托皮·曼纳说,该公司总部位于万塔,在赫尔辛基航站楼旁边。他们为满足亚洲客户的口味而量身定制了服务。一半的飞机上的电影有日文、韩文和中文配音或字幕。餐点包括中式蒜蓉蚝油汁烹制的脆皮鸡和韩式辣酱炒猪肉配青菜和米饭。公司在赫尔辛基的地勤人员精通这些地区的语言。
        Before the coronavirus pandemic, half of the airline’s revenue was generated by travelers from Asia. Passengers that used Helsinki as a hub to transfer to other destinations accounted for 60 percent of the revenue.
        在新冠病毒大流行之前,该航空公司一半的收入来自亚洲旅客。以赫尔辛基为枢纽转乘其他目的地的乘客占收入的60%。
        But with “no end in sight” to the war, Mr. Manner said, the airline’s management quickly concluded “that Russian airspace will remain closed to European carriers for a long time and we need to adapt to that reality.”
        但曼纳表示,由于战争“没有任何结束的迹象”,公司的管理层很快得出结论,“俄罗斯领空将在很长一段时间内对欧洲航空公司关闭,我们需要适应这一现实。”
        This summer, Finnair operated 76 flights between Helsinki and Asia, compared to 198 in the summer of 2019. Overall, the airline is going at 68 percent of its capacity. Operating losses in the first half of this year amounted to 217 million euros.
        今年夏天,芬兰航空在赫尔辛基和亚洲之间运营了76个航班,而2019年夏天为198个。总量是其运力的68%。今年上半年的经营亏损达2.17亿欧元。
        “We really have to regroup,” Mr. Manner said.
        “我们真的必须重组了,”曼纳说。
        In some respects, Finnair has been regrouping ever since the pandemic hit in early 2020 and virtually halted world travel. China’s “zero Covid” policy, which continued to lock down Shanghai and other major cities this year, sharply reduced East-West traffic, hampering Finnair’s recovery compared with airlines that have large domestic markets or operate in other regions. Finnair, half of which is owned by the government, fought to survive by furloughing employees, cutting costs and raising 3 billion euros in new financing.
        从某种意义上说,自2020年初大流行病爆发使世界旅行停滞以来,芬兰航空一直在重组。中国今年继续使用“清零”政策封锁上海和其他主要城市,大幅减少了东西方航线的客流量,与拥有庞大国内市场或在其他地区运营的航空公司相比,芬兰航空的复苏受到阻碍。芬兰航空的一半归政府所有,它通过让员工强制休假、削减成本和30亿欧元的融资来努力生存。
        “We created a path through the pandemic,” Mr. Manner said, but it always was intended to lead “back to the Asia strategy.”
        “我们开辟了一条度过这场大流行病的道路,”曼纳说,但这始终是一条为了“回到亚洲战略”的道路。
        No longer. Last month, the company officially announced an about-face.
        情况不再如此。上个月,该公司正式宣布重大转向。
        “We started to pivot our network toward the West,” Mr. Manner said, expanding its partnership with American Airlines, British Airways and other carriers. In the spring, it launched four new weekly flights from Dallas-Fort Worth and three from Seattle. New routes from Helsinki to Stockholm, Copenhagen, Mumbai, India, and Doha, Qatar, have also been unveiled. As jet fuel prices skyrocket, the airline is also renting out planes and crews to other airlines, and it plans to shrink the size of its fleet and staff, and to slash costs.
        “我们开始把网络转向西方,”曼纳说,他扩大了与美国航空、英国航空和其他航空公司的合作。春天,该公司推出了从达拉斯-沃斯堡出发的四个全新的每周航班,以及从西雅图出发的三个航班。从赫尔辛基到斯德哥尔摩、哥本哈根、印度孟买和卡塔尔多哈的新航线也已公布。随着航空燃油价格飙升,该航空公司还将飞机和机组人员出租给其他航空公司,并计划缩减机队和员工规模,并削减成本。
        Finnair, which has lost 1.3 billion euros over the past three years, said it hoped to return to profitability in 2024.
        芬兰航空公司在过去三年里亏损了13亿欧元,公司表示希望在2024年恢复盈利。
        “It will take some time before the company gets to see if this is the right decision,” said Jaakko Tyrväinen, an airline analyst with SEB, a Nordic financial services group.
        北欧金融服务集团SEB的航空业分析师亚科·蒂尔韦宁表示:“需要一段时间才能知道这是不是正确的决定。”
        For the new Helsinki terminal — which opened in June — a strategy shift was also needed.
        今年6月投入使用的赫尔辛基新航站楼也需要战略转变。
        An estimated 30 million passengers were expected by 2030, up from the nearly 22 million that the existing terminals handled in 2019. Those projections are now irrelevant, and airport officials say the situation is too uncertain to make any meaningful update to that figure. Next year, 15 million travelers are expected to pass through.
        原本预计到2030年客流量将达到3000万,而现有航站楼在2019年的客流量是近2200万名。但是这样的预测现在已经无关紧要,机场官员说,形势太不确定,无法对这个数字进行任何有意义的更新。明年,预计将有1500万游客经过这里。
        Perhaps more pointedly, the project, begun nearly a decade ago, was designed to improve services for transfer passengers from Asia — a majority of whom would never leave the airport.
        也许更重要的是,这个始于近10年前的项目是为了改善针对亚洲转机乘客的服务——他们当中大多数人根本不会离开机场。
        A multimedia publicity campaign that Finavia, the state-owned company that runs the country’s airline terminals, rolled out in 2017 for Helsinki airport — code letters HEL — primarily targeted customers from China. With a nod to the 2004 film “The Terminal,” the campaign, “Life in HEL,” featured Ryan Jhu, a popular Chinese actor and social media influencer, living for a month in the terminal.
        2017年,运营该国航空公司航站楼的国有公司Finavia为赫尔辛基机场推出了一项多媒体宣传活动,代号HEL,主要针对来自中国的客户。这场名为“生活在HEL”的活动向2004年的电影《幸福终点站》(The Terminal)致敬,还邀请了中国广受欢迎的演员、网红朱晓辉在航站楼生活了一个月。
        Now, Helsinki has an expansive new terminal dedicated to non-European transfer traffic but very few travelers.
        现在,赫尔辛基有了一个庞大的新航站楼,专门用于欧洲以外的中转服务,但乘客很少。
        On a recent weekday afternoon, the long, snaking lanes created to handle crowds at passport control were deserted. The spacious aukio, or meeting plaza, where passengers could sit and watch a wraparound video installation depicting Finnish landscapes, hosted a lone woman with a backpack. Moomin Shop, which sells merchandise related to the Finnish cartoon characters — particularly popular with Japanese visitors — had no customers. The Moomin cafe, farther down the main hallway, was mostly deserted.
        在最近一个工作日的下午,漫长曲折的步道上空无一人,它原本是为接待护照检查处的人群而修建的。在宽敞的会议广场上,乘客可以坐下来观看描绘芬兰风景的全景视频装置,然而只有一位背着背包的孤独女子。销售芬兰卡通人物相关商品的姆明商店尤其受日本游客欢迎,此时却没有顾客。主走廊更远处的姆明咖啡馆里也几乎没有人。
        “Mornings are normally slow,” said Liccely Del Carpio, who works at the Moomin store, adding that business often picks up later in the afternoon. “All in all, it’s been OK.”
        在姆明商店工作的利塞利·德尔·卡皮奥说:“早上通常生意不太好。”她还说,生意通常在下午晚些时候开始好转。“总之,一切都还好。”
        The European terminal was bustling, but most of the shops and cafes that stretched along this terminal’s long hall were empty. Several other spaces were unleased or shuttered.
        欧洲候机厅熙熙攘攘,但候机厅长廊两侧的大部分商店和咖啡馆都空无一人。其他几个空间也没有租出去或是被关闭。
        Sami Kiiskinen, the vice president of airport development at Finavia, said that the hundreds of millions of euros in loans used to construct the airport would ultimately be repaid, but that “the schedule of paybacks must be reconsidered.” Negotiations are happening, he said.
        Finavia负责机场发展的副总裁萨米·基尔斯基宁说,用于建设机场的数亿欧元贷款最终会得到偿还,但“必须重新考虑偿还的时间表”。他说,谈判正在进行中。
        Yet, despite the likelihood that the war in Ukraine will drag on and Russian airspace will remain closed to European traffic, Mr. Kiiskinen is optimistic.
        然而,尽管乌克兰战争可能会持续下去,俄罗斯领空仍将对欧洲航班关闭,但基伊斯基宁还是持乐观态度。
        “We still believe in our strategy,” he said. Major infrastructure developments like airports are designed on a 50-year horizon, he said. “Putin is not going to be there forever.”
        “我们仍然相信我们的战略,”他说,机场等主要基础设施的发展建设是按50年的规划进行设计的。“普京不会永远在那里。”
        
        
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