智通财经4月28日电，精神航空系统公司与空中客车公司签署资产剥离协议。 ...

Core Viewpoint - Airbus is set to finalize a deal to acquire certain facilities from supplier Spirit Aero Systems, with an announcement expected as early as next week [1] Group 1: Acquisition Details - The acquisition involves Spirit's facilities located in Belfast, Northern Ireland, as well as operations in North Carolina, Morocco, and France [1] - The negotiations between Airbus and Spirit have been ongoing since last year [1] Group 2: Impact on Production - The deal will allow Airbus to streamline Spirit's contributions to key projects, particularly the A350 and A220 jet programs [1]

空中客车北美业务主管表示，行业正推动美国政府放宽关税。 ...

酒店方面也不遑多让。4月3日，万豪国际下跌7.4%，希尔顿酒店下挫6.2%，凯悦酒店下跌7.63%，洲际 酒店下跌5.22%。随后三天这些酒店巨头的股价还在持续下跌，凯悦酒店4月8日的收盘价比4月2日下跌 16.4%，同样的，洲际酒店4月8日的收盘价格较4月2日下跌13.7%，希尔顿下跌13%，万豪国际下跌 12.9%。 邮轮公司的反应更为激烈。4月3日，各大邮轮股价暴跌，挪威邮轮大跌16.36%，嘉年华游轮大跌 13.69%，皇家加勒比游轮下跌11.04%。 值得一提的是，美国总统特朗普上任至今的三个多月来，挪威邮轮股价下跌38.57%，嘉年华邮轮下跌 29.77%，皇家加勒比游轮已经是表现最好的邮轮公司，三个月来依旧跌了17.93%。酒店集团的情况也 不乐观，凯悦酒店在过去三个月下跌31.38%，万豪下跌20.57%，希尔顿酒店下跌14.89%。美国另一家 OTA巨头Expedia则下跌15.65%，爱彼迎下跌13.65%。 资本市场的剧烈反应，本质上是对旅游企业实际经营困境的提前映射。股价开始预警时，实体企业正面 临着成本与需求的双重挤压。 航空业首先要面临零部件成本攀升、燃油成本波动、国际航线需求萎缩 ...

智通财经4月24日电，沙特航空集团与空中客车公司签署协议，将购买多达20架宽体飞机。 ...

A comment from Delta shook Airbus stock this week.For the second day running, shares of Europe's Airbus (EADSY -1.94%) are declining. As of 11:40 a.m. ET Friday, the aerospace giant's stock is down 2.9%, bringing losses for the past two days past 6%. But why?Yesterday, Delta Air Lines (NYSE: DAL) told investors on its morning quarterly conference call that the airline intends to "minimize" any tariffs it might have to pay under President Donald Trump's on-again, off-again "reciprocal tariffs" initiative. Sa ...

Airbus Group (EADSY) shares soared 8.3% in the last trading session to close at $40.51. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 16.1% loss over the past four weeks.Airbus recently signed a preliminary agreement with Amazon to provide airlines with connectivity through Amazon’s upcoming Kuiper constellation of satellites. The announcement of this collaboration, which should enable airlines to enhance their connectivity opt ...

Group 1 - Boeing stock (NYSE: BA) is currently trading at $167.01, experiencing a 6.58% drop over the past week, with year-to-date (YTD) losses at 2.09% [1] - President Trump's upcoming tariffs could significantly impact Boeing's complex supply chain, contributing to the recent decline in stock price [1] - Despite current challenges, Wall Street maintains a bullish long-term outlook for Boeing, anticipating a recovery due to its position in a duopoly with Airbus [3][4] Group 2 - Airbus (OTCKMKTS: EADSY) stock is currently trading at $45.28, with a YTD increase of 13.65%, contrasting with Boeing's performance [5] - Airbus has a production facility in Mobile, Alabama, which provides it with some immunity to tariffs, contributing to its stock stability [9] - The European Union's defense spending has increased by 122% over the past decade, with plans to allocate around €800 billion ($863.04 billion) for defense over the next four years, potentially benefiting Airbus [10][11]

华夏时报（www.chinatimes.net.cn）记者 王潇雨 图卢兹报道 在航空业"脱碳"目标日益迫近的压力下，飞机制造商也开始加快对新一代商用飞机相关新技术以及研发方案的落 地。尽管目前尚有数千架规模的储备订单仍待交付，且已经在单通道干线客机市场占据了显著优势，但欧洲空中 客车公司（下称"空客"）依然以自我革命的姿态启动了以清洁能源为基础的新一代单通道飞机的研发计划。 押注氢动力 在3月底举行的2025空客峰会上，这家欧洲制造商概述了准备在本世纪30年代后半期投入使用的下一代单通道飞机 的潜在技术基础，并修订了与氢动力飞行相关的技术成熟路线图。 这实际上并不是空客第一次公布将使用氢动力作为新一代商用飞机的核心动力方案，早在2020年一项名为ZEROe 的氢动力系统飞机计划就已经推出，这一计划包括涡扇、涡桨、翼身融合以及全电动在内多种发展路线的新飞机 概念，ZEROe的核心创新之一是使用氢气燃料作为飞机的动力来源，这使得飞机在飞行过程中仅排放水蒸气，完 全消除了二氧化碳的排放。 按照此前发布的计划，ZEROe将在2028年左右正式启动，2035年左右投入运营。但不久前空客宣布该计划"因技术 发展速度低于 ...

Investment Rating - The report maintains an "Accumulate" investment rating for the defense and aerospace industry [2]. Core Insights - The domestic aviation industry is witnessing a significant ramp-up in production capacity, particularly for the C919 aircraft, with expected deliveries to reach 50 units in 2025, significantly surpassing 2024's figures [2][25]. - The C919's international market expansion is progressing, with the European Union Aviation Safety Agency (EASA) certification process underway, which is crucial for entering the European market [6][51]. - The report highlights the robust domestic demand for aircraft, predicting that China will become the largest aviation market globally by 2043, with an estimated 10,061 aircraft needed, valued at approximately $1.4 trillion [52][53]. Summary by Sections Domestic Aviation Industry Analysis - The C919 aircraft is set to enter a new phase of commercial operation, with significant orders from major airlines, totaling over 300 units in 2024 [21]. - The C919 has already commenced operations on 15 domestic routes, with nearly 8,000 flights conducted [22]. - A series of regional mobilization meetings have been held to enhance collaboration within the aviation supply chain, facilitating the C919's production scale-up [26][28]. International Aviation Market Analysis - Boeing and Airbus reported their 2024 performance, with Airbus consistently outperforming Boeing in both orders and deliveries over the past three years [7][8]. - The report notes that Boeing's commercial aircraft deliveries are expected to recover in 2025, while Airbus anticipates a 7% increase in deliveries [9]. Capital Market Situation - The report outlines the ongoing construction projects in Shanghai related to the C919, which are crucial for supporting its production capacity [31][32]. - The establishment of a comprehensive supply chain around the C919 in Shanghai is highlighted, with significant investments and projects aimed at enhancing production capabilities [30][29].