（原标题：科特迪瓦拟用空客旗舰机型执飞即将开通的阿比让-巴黎航线） 科特迪瓦《博鳌晨报》9月2日报道，科特迪瓦国家航空公司在法国图卢兹正式接收首架空客A330- 900Neo飞机，科第一夫人多米尼克、交通部长科内、新闻部长库利巴利、文化和法语国家事务部长弗 朗索瓦丝等政府高层出席交接仪式。多米尼克表示，空客A330-900Neo为科最先进机型，具有节能高 效、乘坐舒适性更强等优点，该机型的到来将增加科交通便利性，也将为年轻企业家创造机遇。据悉， 该机型将执飞科特迪瓦航空公司计划于9月18日开通的阿比让-巴黎航线，此举不仅具有重要外交意义， 也标志着科航空业迎来新的里程碑。 ...

空客此前表示，今年的交付目标为同比增长7%至820架飞机。然而，空客持续与发动机制造商CFM陷入 拉锯战，因为航空公司争夺备用发动机，这与新飞机装配线的需求形成竞争。该公司在7月表示，还面 临来自普惠的发动机交付延迟。 行业消息人士和分析师本周早些时候表示，为了确保全年目标能够实现，空客在接下来的几个月中需要 以创纪录的速度推进交付。飞机交付决定了公司的收入和现金流生成，也影响航空公司的增长计划。 空客表示，今年迄今已获得600个订单，剔除取消订单后的净订单数量为504个。该公司还正式确认了来 自爱尔兰租赁公司Avolon的90架飞机订单，后者在上个月宣布股东已批准其机队扩张计划。 欧洲飞机制造商空客(EADSY.US)周五公布的数据显示，该公司于8月交付了61架飞机，与此前业内消息 人士和分析师预期一致。该公司今年前8个月累计交付量为434架，较上年同期下降了3%。 ...

Airbus faces a steep challenge for the rest of the year if it wants to achieve its ambitious delivery target https://t.co/xTRessUE99 ...

格隆汇9月4日｜瑞银集团将空客评级上调至买入，此前为中性评级，将目标价上调至220欧元，此前为 180欧元。 ...

Core Viewpoint - The Airbus A380, the world's largest commercial airliner, is experiencing a revival as global travel rebounds, but maintaining its safety and operational efficiency is becoming increasingly costly for airlines [1]. Group 1: Maintenance Challenges - The A380 has been in service for over 20 years, leading to increased maintenance, inspection, and parts replacement requirements, with the European Union Aviation Safety Agency (EASA) issuing 95 airworthiness directives since January 2020, highlighting serious issues such as escape slide leaks and landing gear axle fractures [2]. - The complexity of the A380, with over 4 million parts produced by 1,500 companies, poses significant maintenance challenges, especially in the post-pandemic era where supply chains are fragile [2]. - Lufthansa Technik estimates that a complete overhaul of an A380 requires approximately 60,000 man-hours, making maintenance time-consuming and costly [2]. Group 2: Operational Impact - The A380 can carry over 485 passengers, and mechanical failures can lead to significant delays and costs, creating a ripple effect in flight scheduling [4]. - Recent incidents, such as a Qantas A380 experiencing a fuel pump failure leading to over 24 hours of delays, illustrate the operational risks associated with the aircraft [5]. - Despite reliability issues, Airbus claims that the global A380 fleet maintained a flight reliability rate of 99% over the past year [5]. Group 3: Strategic Shifts in Airlines - Several airlines are beginning to phase out the A380 due to rising operational costs and limited route flexibility, with China Southern Airlines retiring its A380 fleet in 2023 [8]. - Thai Airways has officially ended A380 operations, opting for smaller, more efficient aircraft [9]. - Lufthansa plans to retire its A380s by 2030 due to cost inefficiencies, while British Airways is considering a gradual phase-out by the end of the century [10][11]. - Emirates, the largest operator of the A380, faces pressure to upgrade engines to maintain operational viability [11]. Group 4: Market Dynamics - The operational costs of the A380 range from $25,000 to $35,000 per hour, increasing expenses for long-haul routes and making low-load factor routes unprofitable [11]. - The global fleet is shifting from four-engine giants to more efficient twin-engine models, leading to a fundamental change in the aviation economic landscape [11]. - The second-hand market for A380s is sluggish, with many retired aircraft being dismantled, resulting in a significant depreciation of economic value [12].

Group 1 - The core point of the article is that Airbus needs to deliver aircraft at a record pace to meet its annual delivery target of 820 jets, which represents a 7% year-on-year increase [1] - Airbus is facing challenges due to delays in receiving engines and cabin equipment, which are impacting its ability to meet delivery goals [1] - The company is in a competitive situation with engine manufacturers, particularly CFM and Pratt & Whitney, as airlines are vying for spare engines, complicating the assembly line demands [1] Group 2 - In July, Airbus reaffirmed its annual delivery target of approximately 820 aircraft [1] - Analysts reported that Airbus delivered about 60 aircraft in August, indicating a significant increase compared to the typical summer slowdown [1] - Despite the increase in August deliveries, the cumulative delivery for 2025 is expected to be about 3% lower than the 433 aircraft delivered in the same period last year [1]

Core Insights - The first flight of the Airbus H160 helicopter in China was successfully completed on August 13, marking the beginning of its national tour [2] - Ping An Property & Casualty Insurance Jiangsu Branch provided a comprehensive insurance package valued at $100 million for the helicopter's inaugural flight, facilitating its official operation in China [2] - The Airbus H160 is recognized as one of the most technologically advanced helicopters globally, designed and manufactured to meet high safety operation standards [2] Company Insights - Ping An Property & Casualty Insurance Jiangsu Branch secured exclusive underwriting rights for the H160 helicopter, demonstrating its strong professional capabilities and support from headquarters [2] - The company aims to deepen business cooperation with clients, offering more comprehensive insurance solutions for general aviation customers [2] - Ping An's efforts are aligned with the goal of promoting high-quality development in the low-altitude economy, showcasing the strength of the Ping An brand [2]

Core Viewpoint - Airbus Group (EADSY) is currently viewed as a better value investment compared to Howmet (HWM) based on various valuation metrics [1][7]. Valuation Metrics - EADSY has a forward P/E ratio of 27.92, while HWM has a significantly higher forward P/E of 48.49 [5]. - The PEG ratio for EADSY is 1.22, indicating a more favorable valuation relative to its expected EPS growth compared to HWM's PEG ratio of 2.25 [5]. - EADSY's P/B ratio stands at 7.11, whereas HWM's P/B ratio is 14.01, further highlighting EADSY's relative undervaluation [6]. Earnings Outlook - Both EADSY and HWM have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook supported by favorable analyst estimate revisions [3].

近日，空客宣布首架将交付西班牙空军的C295海上监视机（C295 MSA）在位于西班牙塞维利亚省的总 装线正式下线。 根据公开数据，到1999年，包括军方订单在内，CN235共计交付221架，用户有西班牙、土耳其、印度 尼西亚、博茨瓦纳、文莱、智利、巴拿马和沙特阿拉伯等国家。 其中，西班牙空军总共购买了约20架CN235，包括2架CN235-10MVIP运输机（后被改装为摄影测量 版）和18架CN235-100M战术运输机。在这18架CN235-100M战术运输机中有8架被改装成VIGMA/SAR 版本，用于海上监视、搜救（SAR）和海上巡逻等任务。 CN235 CN235很适合执行短途运输任务，能在中途不加油的情况下连续飞4个180千米的航线，而且能在未铺装 的跑道上起落。 接下来这架基于C295平台制造的海上监视飞机将进入开发和认证测试阶段，计划今年年底首飞。 从CN235到C295 C295基于CN235飞机改进设计而来，80%以上的元器件可与CN235通用。 CN235是西班牙和印度尼西亚联合开发的双发涡桨运输机，是西班牙航空制造公司20世纪70年代初研制 的C212小型运输机的发展型，在民航运输市场 ...

Group 1 - Over 3,000 assembly engineers and technical workers at Airbus UK plan to initiate a series of strikes starting September 2, 2025, due to dissatisfaction with salary increases [1] - The strike is led by the Unite union, which reported that approximately 90% of its members supported the action following a vote [1] - The union aims to pressure Airbus to provide salary proposals that address inflation and rising living costs, with UK inflation reaching 3.8% in July, the highest in 18 months [1] Group 2 - Airbus UK claims to have offered a "competitive and fair" salary proposal, stating that employee wages have increased by over 20% over the past three years, along with a bonus of approximately £2,644 (about 25,537 RMB) distributed in April [1] - The strikes are expected to potentially impact the production of wings for Airbus's core commercial aircraft, which could affect the global aviation supply chain and delivery schedules [2] - Despite the planned strikes, Airbus remains confident that its year-end delivery targets will not be affected, although the market is cautious about potential risks [2]