金吾财讯 | 阿波罗全球管理 (APO) 抛出 57 亿英镑全现金收购方案，拟收购欧洲低成本航空易捷航空 (ESYJY)，报价高于此前美国投资机构 Castlelake 的收购方案，成为当前并购交易最优竞购方。由于易捷航空在欧洲短途航线具备稀缺战略价值，市场不排除后续新增竞购主体，但高额收购溢价与欧盟航空行业监管审查门槛，将大幅抬高新进竞争者的出价与协同落地门槛。
机构研报披露阿波罗收购后的运营规划，计划通过机队更新、增值服务与常旅客体系升级、假日旅游套餐扩容等方式延续易捷现有经营战略。交易核心障碍仍为欧盟航空所有权合规要求，所有非欧盟企业收购本土航司均需满足区域股权监管规则，该约束同样存在于 Castlelake 此前的收购提案中。
易捷航空 1995 年成立，对标西南航空 (LUV)、瑞安航空 (RYAAY) 廉价航空模式，依托多轮航线扩张与同业收购成长为欧洲头部廉航，后期逐步增设商务舱、选座付费等增值业务，深耕欧洲短途休闲航线。
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