Core Insights - Airbus is currently experiencing significant challenges in its supply chain, which has resulted in a backlog of aircraft deliveries [1] Company Summary - The CEO of Airbus, Guillaume Faury, highlighted the ongoing supply chain issues that the company is facing [1]

本文源自：金融界AI电报 花旗：将空客目标价从207欧元上调至208欧元。 ...

花旗将空客目标价从207欧元上调至208欧元。 来源：滚动播报 ...

（王潇雨 摄影） 本报（chinatimes.net.cn）记者王潇雨 北京报道 全球民航机队规模的迅速扩张，在为飞机制造商带来丰厚订单同时，也为航空产业链带来了更多市场空 间的增长，其中一个最重要的领域就是航空售后服务市场。 在最新发布的《全球航空服务市场预测》（Global Services Forecast，下称"GSF"）中，欧洲空中客车公 司（下称"空客"）方面预测，中国的航空售后服务市场规模预计将从2025年的248亿美元增长至2044年 的638亿美元。 全球最大市场 "全球航空售后服务市场正呈现出明显的重心东移趋势，中国也将成为市场价值最大的市场，"空客中国 副总裁、空客中国客户服务负责人赵辰在1月中旬举行的一次媒体宣讲会上对包括《华夏时报》记者在 内的媒体记者表示，"中国在机场基础设施建设和空中交通管理方面持续投入，在保持高运行效率的同 时，支撑了航空交通量的不断增长。根据空中客车全球市场预测（GMF），未来20年中国预计将接收 约9570架新飞机，这将进一步强化飞机全生命周期内对各类服务的需求。" 对于飞机制造商而言，尽管受益于空中交通运输需求的增长，每年都能够获得大量新飞机订单，且手握 ...

Group 1 - The aerospace and defense sectors have gained popularity over the past year, driven by a bullish market outlook [1] - There is an expectation of improving build rates from original equipment manufacturers (OEMs) such as Airbus and Boeing [1] - Strong ongoing aftermarket demand is contributing to the positive sentiment in the industry [1]

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]

Core Viewpoint - Delta Air Lines has placed an order for 31 additional aircraft from Airbus to accelerate its fleet modernization and expansion efforts [1][2]. Group 1: Aircraft Order Details - The order consists of 16 wide-body A330-900 aircraft and 15 A350-900 aircraft, increasing Delta's wide-body fleet to 55 A330neo and 79 A350 [1]. - Financial details of the transaction have not been disclosed by either company [1]. Group 2: Strategic Intent - Delta's CEO, Ed Bastian, stated that these aircraft will enhance the company's capabilities and improve high-end services as it expands its international business and prepares for a growing long-haul market [2]. - Deliveries of the new aircraft are expected to begin in 2029 [2].

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 ...