空中客车预计在2025年交付约820架商用飞机。 ...

空中客车重申全年目标，称关税增加了复杂性。 ...

空中客车一季度营收135.4亿欧元，超出分析师预期的132.1亿欧元。 ...

空中客车一季度营收135.4亿欧元，分析师预期132.1亿欧元。 ...

Group 1 - Airbus receives positive analyst attention with Barclays lowering its price target to 185 euros while maintaining an "overweight" rating, and Kepler Cheuvreux upgrading it to "buy" with a 170-euro price target [1] - Airbus stock has declined about 8% over the past month due to macroeconomic recession concerns but has rebounded by approximately 10% in the last three weeks [2] - Boeing has received an upgrade to "outperform" from Bernstein SocGen, indicating a potential recovery as it addresses issues with its 737 MAX program and plans to increase production [3] Group 2 - Airbus reported a profit of $4.4 billion last year, contrasting with Boeing's loss of $11.5 billion, and is projected to grow earnings to $5.8 billion this year, while Boeing may struggle to earn anything [4] - By 2026, Airbus profits could reach $7.3 billion, nearly double Boeing's expected earnings of $4 billion, highlighting Airbus's stronger operational performance [4] - Despite Airbus trading at 26 times earnings, it is considered a stronger investment compared to Boeing, raising questions about why Airbus is not receiving similar upgrades [4]

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。 ...

Core Viewpoint - The imposition of tariffs by the U.S. government has severely disrupted the global economy and significantly impacted the U.S. tourism market, leading to a sharp decline in stock prices of various travel-related companies [1][2][3]. Group 1: Impact on Travel Companies - Major U.S. travel companies, including Carnival Cruise and Norwegian Cruise, have seen substantial stock price declines, with Carnival down 7.94% in April and 29.77% over the past three months, while Norwegian Cruise fell 12.39% in April and 38.57% over the same period [1][2]. - The hotel industry is also heavily affected, with Marriott's stock down 7.3% in April and 20.57% over three months, and Hyatt down 12.52% in April and 31.38% over three months [1][2][3]. - U.S. airlines experienced significant stock drops, with United Airlines plummeting 15.61% and American Airlines and Delta Airlines both dropping over 10% on April 3 [2]. Group 2: Economic Pressures on the Industry - The tourism sector is facing dual pressures from rising costs and declining demand, with airlines contending with increased component and fuel costs, as well as shrinking international route demand [3]. - The tariffs have led to soaring prices for aircraft components from Boeing, increasing maintenance and upgrade costs for airlines, potentially pushing them to consider purchasing from Airbus instead [3]. - The hotel industry is also struggling with rising international procurement costs and renovation expenses due to tariffs, which compress profit margins [3]. Group 3: Changes in the Inbound Tourism Market - The tariffs have caused a significant downturn in the inbound tourism market, which has traditionally generated a substantial trade surplus for the U.S. tourism industry [4]. - The U.S. tourism industry is projected to generate approximately $1.3 trillion in revenue in 2024, supporting around 15 million jobs, but the tariffs are expected to negatively impact this revenue [4][5]. - A decline in Canadian visitors, who accounted for 20.2 million trips to the U.S. last year, could result in a loss of $2.1 billion in consumer spending and potentially lead to 14,000 job losses [5]. Group 4: Future Outlook and Market Shifts - The U.S. tourism industry is forecasted to lose $72 billion in revenue by 2025 due to a significant drop in inbound visitors, affecting hotels, airlines, and dining sectors [5]. - In light of the downturn in traditional tourist destinations, there is a shift towards more resilient regional markets, with increased travel expected in areas like Japan, South Korea, and Southeast Asia [5].

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。 ...