2026年4月21日 13:33 UTC / 路透社
作者：拉杰什·库马尔·辛格、乔迪·戈多伊与博·埃里克森
2026年4月21日 13:33 UTC 更新于1小时前
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Item 1 of 2 2025年9月18日，美国宾夕法尼亚州威斯特摩兰县阿诺德·帕尔默地区机场，一架精神航空航班降落。路透社/奎因·格拉比基/资料图
[1/2]2025年9月18日，美国宾夕法尼亚州威斯特摩兰县阿诺德·帕尔默地区机场，一架精神航空航班降落。路透社/奎因·格拉比基/资料图 购买授权图片，打开新标签页
- 内容摘要
- 公司动态
- 特朗普称他不看好美联航与美航的合并计划
- 美国航空无意与美联航达成合并交易
- 特朗普表态支持精神航空，提议联邦政府提供可能的援助
华盛顿4月21日路透电 美国总统唐纳德·特朗普周二表示，他反对美联航与美国航空可能达成的合并交易，这表明他将抵制这场将重塑美国航空业的并购案。
“我并不反对并购，”特朗普在接受CNBC采访时说道，他补充道，他“乐见有人收购”目前处于破产状态的精神航空。
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“但美国航空经营状况良好，美联航也表现出色。我认识美联航的人，他们做得非常棒。我不赞成他们合并，”他说道。
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特朗普的反对态度凸显了支持该合并案所面临的政治与经济风险。反垄断专家表示，在美国国内航空市场已由四大航企主导的背景下，这场合并将进一步削减市场竞争，使航空公司拥有更大的提价空间。
政治与票价风险
合并后的美联航-美航将控制美国国内约40%的客运运力，这一想法已经遭到部分保守派人士及特朗普阵营人士的反对——对于试图在中期选举前突出经济负担能力议题的白宫而言，这是一个棘手的问题。
消息人士上周向路透社透露，美联航首席执行官斯科特·柯比在2月底与特朗普的一次会面中提出了与美国航空结盟的想法。当时的会面原本是为了讨论华盛顿杜勒斯机场的未来发展。
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美国航空周五表示，无意就与美联航的合并交易进行磋商。
特朗普的顾问们也不支持这一想法。官员们认为，自那次会面以来特朗普始终未公开表态支持，这强烈表明任何合并交易都将面临极高的失败概率。美国政府还密切关注着航空燃油成本上涨及其在夏季旅游旺季前对机票价格的影响。
美联航与美航之间的竞争不断升级，包括在芝加哥等关键枢纽争夺航线与市场份额，此时双方提出了合并计划。
由于两家航企在主要市场存在大量重叠，合并案将面临严苛的反垄断审查障碍，监管机构很可能会关注双方直接竞争的航线与机场。
根据OAG的数据，若计入国际航班，美联航与美国航空在2025年已按可用运力排名为全球前两大航企。
早盘交易中，美联航股价上涨约1%，而美国航空股价下跌约1%。两家航空公司均未立即回应置评请求。
精神航空情况不同
精神航空的情况则有所不同。拜登政府在2024年曾提起诉讼，阻止捷蓝航空收购这家低成本航空公司，理由是该交易将消除一家有助于压低票价的航企。
自那以来，精神航空的财务状况进一步恶化，燃油价格冲击正给整个低成本航空板块带来压力。
精神航空与其他折扣航企正寻求华盛顿方面提供临时性税收减免，他们警告称，持续高企的燃油成本可能迫使他们提高票价及收费标准。
“这涉及1.4万个工作岗位，或许联邦政府应该对这家航企提供帮助，”特朗普说道。
芝加哥的拉杰什·库马尔·辛格、戴维·谢泼德森、博·埃里克森与乔迪·戈多伊报道；米歇尔·尼科尔斯、克里斯·桑德斯与尼克·齐明斯基编辑
我们的报道准则：路透社汤姆森路透信托原则。
Trump opposes United–American merger, signals support for Spirit
2026-04-21 1:33 PM UTC / Reuters
By Rajesh Kumar Singh, Jody Godoy and Bo Erickson
April 21, 2026 1:33 PM UTC Updated 1 hour ago
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Item 1 of 2 A Spirit Airlines flight arrives at Arnold Palmer Regional Airport in Westmoreland County, Pennsylvania, U.S., September 18, 2025. REUTERS/Quinn Glabicki/File Photo
[1/2]A Spirit Airlines flight arrives at Arnold Palmer Regional Airport in Westmoreland County, Pennsylvania, U.S., September 18, 2025. REUTERS/Quinn Glabicki/File Photo Purchase Licensing Rights, opens new tab
- Summary
- Companies
- Trump says he does not like the United–American merger idea
- American Airlines not interested in a deal with United
- Trump signals support for Spirit, floats possible federal help
WASHINGTON, April 21 (Reuters) – U.S. President Donald Trump said on Tuesday he opposes a potential merger between United Airlines and American Airlines, signaling resistance to a deal that would reshape the U.S. airline industry.
“I don’t mind mergers,” Trump said in a CNBC interview, adding he would “love somebody to buy” Spirit Airlines, which is in bankruptcy.
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“But with American it’s doing fine, and United is doing very well. I know the United people, they’re doing very well. I don’t like having them merge,” he said.
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Trump’s resistance underscores the political and economic risks of backing a deal that antitrust experts say would slash competition in a market already dominated by four big carriers, giving airlines more power to raise fares and fees.
POLITICAL AND PRICE RISKS
A combined United–American would control about 40% of U.S. domestic capacity, and the idea has already drawn pushback from some conservatives and Trump-aligned figures — an awkward fit for a White House trying to project a focus on affordability ahead of the midterms.
United CEO Scott Kirby raised the idea of a tie-up with American during a meeting with Trump in late February, sources told Reuters last week. The meeting had been scheduled to discuss the future of Washington’s Dulles airport.
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American said on Friday it is not interested in pursuing a merger with United.
Trump’s advisers did not support the idea, either. His lack of public backing since that meeting is seen by officials as a strong signal that any deal would face long odds. The administration is also closely watching rising jet fuel costs and their impact on airfares ahead of peak summer travel.
The idea of a United–American merger comes amid an escalating rivalry between the two carriers, including a battle for flights and market share in key hubs such as Chicago.
A deal would face steep antitrust hurdles because of the airlines’ overlap in major markets, with regulators likely to focus on routes and airports where the two compete directly.
Including international flights, United and American were already the world’s two largest airlines by available capacity in 2025, according to OAG data.
United’s shares were up about 1% in morning trading, while American’s fell about 1%. Neither airline immediately responded to requests for comment.
SPIRIT A DIFFERENT CASE
Spirit presents a different case. The administration of Joe Biden went to court in 2024 to block JetBlue Airways proposed acquisition of the low-cost carrier, arguing it would eliminate an airline that helped keep fares down.
Since then, Spirit’s financial position has worsened, and the fuel shock is now straining the broader low-cost airline sector.
Spirit and other discount carriers are seeking temporary tax relief from Washington, warning that sustained high fuel costs could force them to raise fares and fees.
“It’s 14,000 jobs, and maybe the federal government should help that one out,” Trump said.
Reporting by Rajesh Kumar Singh in Chicago, David Shepardson, Bo Erickson and Jody Godoy; editing by Michelle Nichols, Chris Sanders and Nick Zieminski
Our Standards: The Thomson Reuters Trust Principles.
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