智通财经6月16日电，空客获阿维利斯租赁公司（Avilease）A350货机订单。 ...

空中客车CEO：增产目标"略微更加艰难"。 全球市场并不稳定。 ...

Core Insights - The report titled "Enterprise Tech Ecosystem Series: Airbus SE - 2025" provides a comprehensive overview of Airbus's technology activities, including digital transformation strategies, innovation programs, technology initiatives, investments, and acquisitions [1][4]. Company Overview - Airbus SE is a leading global manufacturer of large commercial aircraft, helicopters, drones, military air systems, satellites, and space exploration systems [2]. - The company's operations are divided into three main segments: Airbus, Helicopters, and Defense and Space [2][3]. Airbus Segment Details - The Airbus segment focuses on producing large commercial aircraft such as the A220, A320, A330, and A350, along with offering aircraft-related services [3]. - The Helicopters segment is responsible for manufacturing helicopters and drones, providing related services [3]. - The Defense and Space segment produces satellites and military aircraft, as well as systems for orbital and space exploration [3]. Technology Activities - The report outlines insights into Airbus's digital transformation strategies and innovation programs [6]. - It provides an overview of technology initiatives, including partnerships, product launches, investments, and acquisitions [6]. - Detailed insights on each technology initiative are included, covering technology themes, objectives, and benefits [6]. Financial Insights - The report includes details on estimated ICT budgets and contracts related to Airbus's technology operations [6]. Strategic Focus - Insights into Airbus's tech strategies and innovation initiatives are highlighted, along with various product launches, partnerships, investments, and acquisitions [6]. - The report also discusses the venture arm, Airbus Ventures, and its role in the company's technology initiatives [6].

Group 1 - Airbus predicts that the global commercial aircraft fleet will double to nearly 50,000 aircraft over the next 20 years, increasing from 24,480 to 49,210 by 2044 [1] - The primary growth driver is expected to be single-aisle aircraft, such as the Airbus A320 series and Boeing 737, which are the backbone of airline fleets [1] - Global passenger traffic is projected to grow steadily at an average annual rate of 3.6%, with the Middle East identified as another key growth driver [2] Group 2 - India is expected to lead as the fastest-growing market for aviation over the next 20 years, with China anticipated to become the largest aviation market in terms of capacity [3] - India is currently the third-largest domestic aviation market, driven by a population exceeding 1.4 billion and a rapidly expanding middle class [3] - Air India has ordered 570 aircraft since 2023, while low-cost carrier IndiGo has placed orders for over 900 aircraft, including a recent expansion of 60 A350 wide-body aircraft [3] Group 3 - Despite global trade tensions, Airbus has raised its 20-year demand forecast for jetliners [4] - Airbus Commercial Aircraft CEO Christian Scherer stated that there has been no fundamental shift in customer demand, except for the U.S. domestic market [5] - Trade tensions, particularly due to tariffs, pose challenges for the aviation industry, potentially disrupting the cross-border flow of aircraft and parts, impacting production and delivery schedules [6] Group 4 - Supply chain issues remain a significant challenge for Airbus, with some key component shortages still affecting delivery timelines [6] - For instance, the shortage of engines from CFM International has impacted A320neo deliveries, while the flagship A350 has faced delays due to a shortage of toilet components [6]

Core Viewpoint - The plan to establish a new European space power by Airbus, Thales, and Leonardo faces significant challenges, raising doubts about Europe's ability to remain competitive in the rapidly evolving space sector, especially against disruptors like SpaceX [1] Group 1: Company Collaboration - Negotiations between Airbus, Thales, and Leonardo began last year to merge their space businesses into a joint venture covering satellite manufacturing, space systems, and services [1] - If an agreement is reached by the end of this year, regulatory and political scrutiny may delay the merger's launch until after 2028 [1] Group 2: Industry Implications - The merger involves critical issues related to sovereignty, competition, and technological capabilities, impacting over 20,000 jobs across France, Germany, Italy, the UK, and other countries [1]

空中客车高管：空中客车维持交付指引，"谨慎乐观"地希望目标能够实现。 ...

Group 1 - The core viewpoint of the article is that Airbus executives predict a strong demand for aircraft over the next 20 years, specifically forecasting a need for 34,250 single-aisle aircraft and 8,200 wide-body aircraft [1] Group 2 - The forecast indicates a significant market opportunity for manufacturers in the aviation industry, particularly for single-aisle aircraft which are expected to dominate the demand [1] - The wide-body aircraft segment is also projected to see substantial demand, highlighting the ongoing need for long-haul travel capabilities [1]

Core Insights - The main bottleneck for single-aisle aircraft deliveries is the delay in CFM engines, while cabin interiors pose challenges for wide-body aircraft deliveries [1] Group 1 - CFM engine delays are identified as the primary constraint affecting the delivery schedule of single-aisle aircraft [1] - Cabin interior issues are highlighted as a significant problem impacting the delivery of wide-body aircraft [1]

Group 1 - The assembly of Airbus A350 has been delayed due to issues related to the installation of restrooms [1]

Core Insights - Airbus executives stated that supply chain pressures have "significantly improved" [1] Group 1 - The company has experienced a notable enhancement in its supply chain situation, which is expected to positively impact production and delivery timelines [1]