知情人士说，当时达索明确要求项目主导权，希望将空客定义为"分包商"，并要求由法国军备采购部门 而非一家更具国际性的委员会来监督项目。法德双方原定2025年底前解决争端，但马克龙与默茨今年1 月6日在法国巴黎会谈后，这一最后期限被推迟至2月底。 知情人士称，法德当下对项目的态度有"温差"。欧洲第六代战机"一开始就是个政治项目"，问题在 于"是否有足够政治意愿继续推进"，"法国有，但德国没有"。 空客防务与航天公司首席执行官米夏埃尔·舍尔霍恩29日说，该公司已决定放弃与达索共同研制战机， 称达索的想法与空客"完全不同，不适合欧洲合作项目，因此我们分道扬镳为好"。空客当天也发表声明 说，该公司希望在项目中"发挥主导作用，等待伙伴国家对前进道路的指导"。 "未来空中作战系统"项目于2017年启动，总预算1000亿欧元，计划由法国、德国、西班牙联合研制，以 取代法国"阵风"战机和英国、德国、意大利与西班牙联合研制的"台风"战机。 据报道，达索与空客在战机设计与制造问题上长期争执。项目原定由达索牵头、空客为合作伙伴，但两 家企业后续不同意作此安排，特别是空客反对达索就供应商等关键问题掌握决策权。一名法国政府官员 1月早些 ...

Airbus is poised to start offering airlines and leasing firms a larger version of its A220 regional jet with a view to launching development later this year, industry sources said. ...

Core Viewpoint - Airbus anticipates that airlines in India will operate 2,250 commercial jets over the next decade, fueled by strong economic growth, a growing middle class, and an increase in first-time flyers [1] Group 1: Market Growth - The Indian airline market is expected to see significant expansion, with the projected number of commercial jets indicating robust demand [1] - Economic resilience in India is a key driver for this growth, suggesting a favorable environment for airline operations [1] Group 2: Demographic Factors - The expanding middle class in India is contributing to increased air travel, which is essential for the growth of the aviation sector [1] - A surge in first-time flyers is also expected to boost demand for commercial jets, highlighting a shift in consumer behavior towards air travel [1]

达美航空（Delta Air Lines）已向欧洲飞机制造商空中客车（Airbus）增购31架飞机，这家美国航空公司 旨在加速其机队的更新和扩张。 该订单包括16架宽体A330-900飞机和15架A350-900机型，将使达美航空的宽体机队增至55架A330neo和 79架A350，两家公司在各自的声明中表示。双方未披露财务细节。 达美航空首席执行官埃德．巴斯蒂安（Ed Bastian）说："在我们拓展国际业务版图、并为服务于扩大的 长途市场而准备机队之际，这些飞机将增强我们的能力，并提升我们的高端服务。" 达美航空（Delta Air Lines）已向欧洲飞机制造商空中客车（Airbus）增购31架飞机，这家美国航空公司 旨在加速其机队的更新和扩张。 该订单包括16架宽体A330-900飞机和15架A350-900机型，将使达美航空的宽体机队增至55架A330neo和 79架A350，两家公司在各自的声明中表示。双方未披露财务细节。 达美航空首席执行官埃德．巴斯蒂安（Ed Bastian）说："在我们拓展国际业务版图、并为服务于扩大的 长途市场而准备机队之际，这些飞机将增强我们的能力，并提升我们的高端服务。 ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Airbus ( EADSF ) ( EADSY ) has been the world’s biggest jet maker for several years, as Boeing ( BA ) has been struggling with increasing production while maintaining product quality. However, we also see that Airbus has been having issues meetingD ...

The new CEO of Airbus' jet-making division pledged on Monday to focus on increasing production including the A350 wide-body jet and backed calls for a larger version of the regional A220. ...

The head of Airbus has warned staff that the plane maker must be ready to adapt to unsettling new geopolitical risks after facing “significant” logistical and financial damage from US protectionism and US-China trade tensions last year.“The beginning of 2026 is marked by an unprecedented number of crises and by unsettling geopolitical developments. We should proceed in a spirit of solidarity and self-reliance,” CEO Guillaume Faury said in an internal letter seen by Reuters.“The industrial landscape in which ...

Core Insights - The head of Airbus has indicated the necessity for the company to adapt to new geopolitical risks, highlighting the impact of U.S. protectionism on its operations [1] Group 1: Geopolitical Risks - Airbus is facing "significant" logistical and financial damage due to U.S. protectionism, which necessitates a strategic shift in response to these geopolitical challenges [1]

格隆汇1月25日｜空客集团首席执行官Guillaume Faury近日向员工发出警告，称由于去年受到美国保护 主义及全球贸易紧张局势带来的"重大"物流和财务损失，公司必须准备好应对令人不安的新地缘政治风 险。Faury在路透社获取的一封内部信函中表示："2026年伊始，以前所未有的多重危机和动荡的地缘政 治局势为特征。我们应当本着团结和自力更生的精神继续前行。"他指出："我们所处的工业环境困难重 重，大国之间的对抗更是加剧了这一局面。"福里在信中并未具体指明地缘政治事件，但这封信函是在 上周分发的，当时华盛顿与其盟友在格陵兰岛问题及北约角色上正处于分歧不断的背景之下。空客是欧 洲主要的防务供应商。他表示，多重贸易压力已经"在物流和财务上造成了重大的次生损害"。 ...

Investment Rating - The industry rating is "Outperform" [1][51] Core Insights - Aircraft manufacturers are slowly recovering their production capacity, but delivery delays persist due to supply chain and labor shortages. Boeing is expected to deliver 600 aircraft in 2025, averaging about 50 per month, while Airbus is projected to deliver 793 aircraft, averaging about 66 per month. The backlog of aircraft orders remains at historically high levels [2][5][7]. - Global civil aviation passenger traffic growth has slowed down, with all regions except Africa experiencing a decrease in year-on-year growth rates compared to October. Africa's airlines saw an increase of 12.6%. Europe accounted for the largest share of international passenger traffic, with a year-on-year growth of 6.8% in November, while Asia's international passenger traffic grew by 9.3% [2][11][15][18]. - Overall, while aircraft manufacturers' production capacity is recovering, it still cannot meet the continuously expanding demand for aircraft. The aircraft leasing market remains strong, benefiting from the tight supply-demand situation. The Asia-Pacific aviation market has significant growth potential, providing broader development space for Chinese aircraft leasing companies, which are currently undervalued compared to global leader AerCap [2][3][4]. Summary by Sections 1. Aircraft Supply Continues to be Tight - Boeing's monthly delivery volume has significantly improved compared to last year, while Airbus's delivery volume is slightly better than the same period last year. However, both manufacturers' delivery levels are still far from previous highs [5]. - The backlog of aircraft orders remains at historical highs, with Boeing and Airbus accumulating new orders of 1,175 and 1,000 aircraft respectively in 2025 [7]. 2. Update on Civil Aviation Passenger Demand - In November 2025, global aviation revenue passenger kilometers (RPK) grew by 5.7% year-on-year, down from 6.6% in October. The global passenger load factor (PLF) reached 83.7%, the highest for November on record [11][15]. - The international passenger traffic in November showed robust growth, with Asia-Pacific and Europe regions maintaining strong performance, while North America saw a growth of 4.0% [18]. 3. Tracking Aircraft Leasing Companies - As of June 30, 2025, Bohai Leasing has the largest number of owned aircraft (628), while China Aircraft Leasing has the least (151). In terms of aircraft orders, Bohai Leasing also leads with 442 orders [39][44]. - The average remaining lease term for China Aircraft Leasing is relatively long at 7.9 years, ensuring long-term stability for the company's leases [47].