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[商业新闻] 2016-03-29&03-31 美国波音公司的“非洲策略” 视频已修复

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[商业新闻] 2016-03-29&03-31 美国波音公司的“非洲策略” 视频已修复

本帖最后由 qingchengshan 于 2016-3-29 10:45 编辑 user posted image

Boeing's big plans for Africa   

Boeing's Africa boss Miguel Santos sits down with Zain Asher to discuss plans to expand the company's market share on the continent.


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[Homework]2016-03-29&03-31 美国波音公司的“非洲策略”

Airplanes are expensive and there is no question about that, but over the life time of the airplane in an airline's fleet, it generates an enormous amount of revenue, and I'll give you an example, Ethiopian airlines, it's a fantastic Boeing customer, they have operated Boeing airplanes since 1960 when H placed an order for 2707s, now they have the 767s, eventually they bought 777s which is another step in revolution of airplanes, and now they have a wonderful fleet of 787s, 50 airplanes with 8 more on order which is fantastic, these are the airplanes that have provided an incremental technology improvements that allow for a more comfortable travel experience.
Other airlines like South African Airways, Kenya Airways are not doing very well, they are bleeding cash, for Boeing to really grow on this continent, are you going to be purely dependent on Ethiopian Airways?
No, we can't, we have a good market share in the continent, there are about 40 airlines in Africa, flying 400 Boeing airplanes, we have about 70% market share, it's about 68.9 or so market share, our objective is to maintain that market share or expand the market share, I'm not content with what I always have, I want more. There are other airlines that have been doing well, some have a few challenges, and G airlines for example, they have one of the youngest fleets in Africa today, they are not big yet, but they have one of the youngest fleets in Africa with only 737s and 777s, there are other airlines that are slowing coming about, Mozambique Airline a country with enormous enormous tourists potential, if there is tourists potential, people need to travel to Mozambique, and the only way to get there is by airplane.
As you know Africa is hugely import dependent, and that's not necessarily a good thing, but in times of freight traffic, how does that benefit a company like Boeing?
It's very difficult for an airline to buy an airplane that we know it's going to be flying full coming southbound, but it's going to be empty going northbound, the fare that the airline will have to charge to take the produce down and to bring profits down and then take an airplane empty is just rather prohibitive, so it does impact us, but you have airlines now like Ethiopian Airlines and Kenyan Airways that have dedicated freighters, and they are operating them quite effectively.
Currently the average African aircraft fleet is about 20 years old, if they upgrade, it's of course going to increase their cost of operation which could mean lower affordability, so how do you balance that? Do you want to get these African airlines to upgrade their fleet, but then you don't want to lose out on affordability for the ticket prices.
When you purchase an airplane, for example like the 787, when you compare the 787 to the 767 which the Ethiopian Airlines still flight, you experience as much as 40% lower maintenance cost, 23% lower fuel burn, so you maybe paying a higher price for the airplane that you're buying today, but your operating costs actually go down substantially, that allows you to be more flexible in the fares that you charge your customer, so we have to be careful when we look at an airplane that costs X millions of dollars. Oh my god it's so expensive, yes, it's expensive, but you are going to have 12 years to pay for this airplane, the revenue generated by the airplane, and the lower operating costs, that's what you need to think about, substantially lower operating costs. Over the last 7, 8, 5 years on the strength of orders from Ethiopian Airlines, Kenya Airways, Air Mauritius and G Airlines, Com Air, Mango, the average age of the fleet in Africa has substantially diminished, it also improve the safety of the fleet in Africa, it improves the image, so we have to be careful with perception is no longer reality, the reality in Africa today is a lot better than it was ten years ago.


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Airplanes are expensive and there’s no question about that. But over the lifetime of the airplane in an airplane’s fleet, it generates an enormous amount of revenue. And I’ll give you an example. Ethiopian Airlines, a fantastic Boeing customer, they have operated Boeing airplanes since 1960 when Haile Selassie(埃塞俄比亚皇帝) placed an order for two 707. Now they have the 767. Eventually they bought 777 which is another step in revolution of airplane. And now they have a wonderful fleet of 787, 30 airplanes with 8 more on order, which is fantastic. These are the airplanes that have provided an incremental technology improvement that allow for a more comfortable travel experience.

Other airlines like South African Airways, Kenyan Airways are not doing very well, they are bleeding cash. For Boeing to really grown on this continent, are you going to be purely dependant on the Ethiopian Airways?

No we can’t. We have a good market share in the continent. There are about 40 airlines in Africa, flying 400 Boeing airplanes. We have about 70% market share. It’s about 68.9 or so market share. Our objective is to maintain that market share or extend the market share. I’m not content with what I always have. I want more. There are other airlines that have been doing well. Some have a few challenges, and Gabon Airlines for example, they have one of the youngest fleets in Africa today. They are not big yet, but they have one of the youngest fleets in Africa with only 737s and 777s. There are other airlines that are slowly coming about. Mozambique Airline, a country with an enormous, enormous tourist potential. If there is tourist potential, people need to travel to Mozambique, and the only way to get there is by airplane.

As you know, Africa is hugely import-dependant, and that’s not necessarily a good thing, but in terms of freight traffic, how does that benefit companies like Boeing?

It’s very difficult for an airline to buy an airplane that we know it’s going to be flying full coming southbound, but it’s going to be empty going northbound. The fare that the airline would have to charge to take the produce down and to bring profits down and then take an airplane empty is just rather prohibitive. So it does impact us. But you have airlines now like Ethiopian Airlines and Kenyan Airways that have dedicated freighters, and they are operating them quite effectively.

Currently the average African aircraft fleet is about 20 years old. If they upgrade, it’s of course gonna increase their cost of operation which could mean lower affordability. So how do you balance that? Do you want to get these African airlines to upgrade their fleet? But then you don’t want to lose that affordability for the ticket prices.

When you purchase an airplane, for example, like the 787, when you compare the 787 to the 767 which the Ethiopian Airlines still fly, you experience as much as 40% lower maintenance cost, 23% lower fuel burn, so you may be paying a higher price for the airplane that you are buying today, but your operating costs actually go down substantially. That allows you to be more flexible in the fares that you charge your customer. So it’s…we have to be careful when we look at an airplane that costs x millions of dollars. “Oh my god, it’s so expensive.” Yeah, it is expensive, but you are going to have 12 years to pay for this airplane. The revenue generated by the airplane, and the lower operating costs, that’s what you need to think about -- substantially lower operating costs. Over the last seven, eight, five years, on the strength of orders from Ethiopian Airlines, Kenyan Airways, Air Mauritius and Gabon Airlines, Com Air, Mango, the average age of the fleet in Africa has substantially diminished. It also improves the safety of the fleets in Africa, it improves the image. So we have to be careful with perception is no longer reality. The reality in Africa today is a lot better than it was ten years ago.
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