美国银行：将空客价格目标从229欧元上调至244欧元。 ...

Deliveries and Production - Airbus experienced some concerns regarding the number of deliveries in the most recent half, with 306 deliveries recorded [1] - Airbus has six aircraft "gliders" (fully finished but with engines missing), indicating production is mostly on track when including these [2] - Engine delays are impacting deliveries and contributing to negative free cash flow, but Airbus maintains its guidance expecting engine deliveries to normalize [3] - Airbus aims for a monthly production rate of 75 aircraft for the A320 family by 2027, the highest ever for a commercial aircraft [9] Engine Supply Chain Issues - Engine delays are primarily due to supply chain holdups rather than short-term issues [4] - CSM faced industrial difficulties and a seven-week strike, impacting engine deliveries to Airbus [5] - CSM is expected to return to normal delivery rates by the end of the year [5] Demand and Backlog - Airbus faces very high demand overall, exceeding its ability to supply [7] - Airbus has the biggest backlog in the industry, and it continues to grow [7] - Most customers are requesting an acceleration in delivery schedules [9] Trade and Tariffs - Airbus welcomes the agreement between the United States and the European Union regarding civil aviation tariffs [11] - Airbus hopes the agreement will be enforced as soon as possible, ideally within weeks rather than months, to return to normal operations [12]

Group 1 - The CEO of Airbus announced that the company has reached an agreement with engine manufacturers to support its aircraft delivery targets by the end of the year [1]

空客首席执行官：我们对关税仍持谨慎态度。 ...

Core Viewpoint - Airbus CEO has requested engine manufacturers to ensure that the number of A320 series aircraft waiting for engines is reduced to zero by the end of the year [1] Group 1 - The company is actively addressing supply chain issues related to engine availability for the A320 series [1] - The request to engine manufacturers indicates a strong commitment to improving production timelines and operational efficiency [1]

空客首席执行官：截至6月底，公司仍有60架已完成的飞机机身等待发动机。 ...

Core Insights - The CEO of Airbus stated that the company is still facing supply chain issues affecting engine production [1] Group 1 - The ongoing supply chain problems are impacting the availability and production timelines of aircraft engines [1]

格隆汇7月30日｜空中客车：第二季度营收160.7亿欧元，市场预估156.9亿欧元；调整后EBIT15.8亿欧 元，市场预估14.4亿欧元；仍然预测全年调整后EBIT大约70亿欧元。 ...

Group 1 - The core issue facing Airbus is the supply chain challenges, particularly with the company Safran, which is impacting the production increase of the A350 and A220 aircraft [1]

Core Insights - The Airbus A320 program continues to face engine supply issues [1] Group 1 - The ongoing engine supply problems are impacting the production and delivery schedules of the A320 aircraft [1] - These supply chain challenges may affect Airbus's ability to meet customer demand in the near term [1] - The situation highlights the broader industry challenges related to component sourcing and manufacturing capacity [1]