油价暴涨扛不住了！美联航行李费涨价，亚马逊加收燃油费，转嫁成本潮来袭

智通财经04-03

智通财经APP获悉，随着全球能源市场波动加剧，运输成本的激增正迅速向消费端蔓延，引发了航空与物流行业的集体调价潮。其中，美联航(UAL.US)于本周五正式宣布，受持续攀升的燃油价格影响，将上调美国国内及部分国际航线的托运行李费用。自2026年4月3日起，搭乘美联航前往美国境内、墨西哥、加拿大及拉丁美洲的旅客，其首件和第二件托运行李的费用将全面上涨10美元。具体而言，若旅客在起飞前至少24小时预付，...

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United's (UAL.US) Luggage Fee Rises, Amazon's (AMZN.US) Fuel Fee Adds, Pass-On Cost Wave Hits","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5b114ccdfb51ea05434fa797362d838e","symbols_score_info":{"AMZZ":0.6,"AMZN":1.94,"AMZW":0.6,"AMZD":0.6,"USAW.SI":0.6,"AMZY":0.6,"AZYY":0.6,"UAL":1.97},"content_text":"智通财经APP获悉，随着全球能源市场波动加剧，运输成本的激增正迅速向消费端蔓延，引发了航空与物流行业的集体调价潮。其中，美联航(UAL.US)于本周五正式宣布，受持续攀升的燃油价格影响，将上调美国国内及部分国际航线的托运行李费用。自2026年4月3日起，搭乘美联航前往美国境内、墨西哥、加拿大及拉丁美洲的旅客，其首件和第二件托运行李的费用将全面上涨10美元。具体而言，若旅客在起飞前至少24小时预付，首件行李费将调至45美元;若在机场柜台现场支付，则需缴纳50美元。美联航上一次上调托运行李费是在2024年。与其他航空公司类似，此举旨在应对近期航空燃油成本的急剧上涨。据航空业组织“美国航空协会”发布的Argus数据显示，周三芝加哥、休斯顿、洛杉矶和纽约的燃油均价达每加仑4.56美元，较2月28日美以袭击伊朗以来涨幅超82%。美联航对此表示，此举是应对运营成本压力的必要措施，但持有特定联名信用卡或拥有高级会员身份的旅客仍可继续享受行李费减免政策。\"美联航Chase信用卡持卡人、MileagePlus Premier会员、现役军人以及乘坐高级舱位的旅客仍可免费托运一件行李，且在大多数市场，如果旅客在航班起飞前24小时在线预付行李费，仍可享受5美元折扣，\"美联航表示。与此同时，电商巨头亚马逊(AMZN.US)也对物流成本的飙升做出了反应。亚马逊官方宣布，将从2026年4月17日开始，对使用其物流配送服务(FBA)的第三方卖家征收3.5%的燃油与物流附加费。这一政策不仅涵盖了在美国和加拿大运营的FBA卖家，还将从5月2日起扩展至多渠道配送及“使用Prime购买”的相关服务。尽管亚马逊称此举同样是为了应对因地缘政治风险导致的燃油价格异常波动，但这标志着平台配送成本的结构性调整，平均每件商品的物流支出将增加约0.17美元。“燃油及物流成本上涨已推高全行业运营成本。”亚马逊发言人阿什利·瓦尼塞克周四在声明中表示，“我们此前已吸收了这部分成本增长，但与其他主要承运商类似，当成本持续高企时，我们会实施临时附加费以部分弥补成本。”据了解，亚马逊平台超60%的商品来自独立商家，这些商家需向亚马逊支付销售佣金及仓储配送费。分析人士指出，由于卖家利润空间受限，这一增量成本最终极有可能转化为商品售价的上涨，由终端消费者买单。瓦尼塞克补充说明，该费用将基于亚马逊收取的运费计算，而非商品售价，且该费用水平“显著低于”其他承运商收取的费用。这一系列调价举措折射出当前供应链承受的严峻压力，且并非孤立事件。在航空领域，美联航是继捷蓝航空(JBLU.US)之后近期第二家提高服务费的主流航司，显示出燃油附加费在整个民航业的回归。而在快递物流领域，美国邮政(USPS)亦宣布将从4月26日起征收8%的燃油附加费，且该附加费预计将持续至2027年初。随着全美平均油价在一个月内从每加仑2.99美元跳升至4美元关口，企业端正试图通过更灵活的收费机制来对冲风险。尽管西南航空(LUV.US)等个别企业仍坚持维持现有的免费策略，但在能源价格居高不下的背景下，这种成本转嫁的趋势短期内恐难逆转。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624337556","isCrawlerRequest":true}