Group 1 - The core point of the article is that Airbus delivered 19 aircraft to 15 customers in January 2026, with a total order count of 49 aircraft for the month [1] Group 2 - In January 2026, Airbus's total order count reached 49 aircraft [1] - The company successfully delivered 19 aircraft to various customers during the same month [1]

Core Insights - Saudi Arabia's flagship carrier Saudia is in early discussions with Boeing and Airbus to acquire at least 150 narrowbody and widebody jets, indicating a significant expansion in its fleet [1] Group 1 - Saudia is exploring the purchase of a substantial number of aircraft, which reflects its growth strategy and potential increase in capacity [1] - The negotiations with both Boeing and Airbus suggest a competitive bidding process that may influence pricing and delivery timelines [1] - This move aligns with Saudi Arabia's broader vision to enhance its aviation sector and boost tourism as part of its economic diversification efforts [1]

Core Insights - TotalEnergies has signed two agreements to supply Airbus with 3.3 terawatt-hours of electricity for its operations in Germany and the UK, starting next year [1] Company Summary - TotalEnergies is expanding its role in the renewable energy sector by providing significant electricity supply to Airbus, indicating a strategic partnership aimed at supporting sustainable energy initiatives [1] Industry Summary - The agreements reflect a growing trend in the aviation and energy industries towards sustainable practices, as companies seek to reduce their carbon footprints and transition to greener energy sources [1]

Core Viewpoint - SAS AB is negotiating with Boeing and Airbus for a significant order of widebody jets, reflecting the airline's confidence in the increasing demand for long-haul travel [1] Group 1: Company Strategy - The CEO of SAS AB indicated that the airline is betting on a rise in long-haul travel demand, which is driving the discussions for a large aircraft order [1] Group 2: Industry Outlook - The ongoing talks with major aircraft manufacturers suggest a positive outlook for the long-haul travel segment within the airline industry, as carriers prepare for a potential increase in passenger numbers [1]

Core Insights - The 10th Singapore Airshow commenced on February 3, featuring the Chinese Air Force's August 1st Aerobatic Team, marking its return since the 2020 event [1] - The airshow includes eight performing teams from six countries, showcasing military and commercial aviation advancements [1] - The C919 aircraft from COMAC is highlighted in a solo flight demonstration, reflecting rapid progress in next-generation commercial aviation [1] Group 1 - The airshow will run until February 8, with the first four days dedicated to business transactions and the last two days open to the public [2] - Over 1,000 companies from more than 50 countries and regions are participating, including major Chinese state-owned enterprises and private companies [1]

Core Insights - Airbus CEO Guillaume Faury stated that the company is facing significant challenges in its supply chain due to a backlog of aircraft delivery orders [1] - Faury highlighted that engines will be the most difficult components to procure between 2025 and 2026 [1] - There is an accelerating demand for defense products in the market [1] - Airbus is placing a high emphasis on the development of Chinese civil aircraft manufacturers such as COMAC [2] - The current market demand is extremely strong, suggesting that the industry may accommodate more participants [3]

Core Viewpoint - ST炼石's main business revenue primarily comes from the UK-based Gardner, with a significant reliance on Airbus as its main customer, indicating a concentrated customer base [1] Group 1 - The company's sales to Airbus for the fiscal year 2024 are projected to account for 64.96% of its total annual sales [1]

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 ...