空中客车有限公司第二季度调整后EBIT 15.8亿欧元，预估14.4亿欧元；第二季度营收160.7亿欧元，预 估156.9亿欧元。 ...

智通财经7月30日电，空中客车有限公司第二季度调整后EBIT 15.8亿欧元，预估14.4亿欧元；第二季度 营收160.7亿欧元，预估156.9亿欧元。空客仍然预测全年调整后EBIT 大约70亿欧元，仍然预测全年调整 后自由现金流大约45亿欧元。 空客第二季度调整后EBIT 15.8亿欧元 高于预期 ...

空中客车有限公司第二季度营收160.7亿欧元，市场预估156.9亿欧元。 ...

空中客车第二季度调整后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。 ...

摩根士丹利：欧美贸易协议对航空航天业有利 金十数据7月28日讯，摩根士丹利分析师在给客户的报告中写道，美国和欧盟之间的贸易协定对航空航 天业有利，因为飞机和零部件免征关税。根据该协议，美国将对绝大多数欧盟出口产品设定15%的基准 关税，但华盛顿和布鲁塞尔同意对包括所有飞机和零部件在内的一些战略产品征收零对零关税。分析师 们表示："虽然市场对航空航天业恢复零关税环境抱有高度预期，但最终正式实施仍具有积极意义。"空 客对该交易表示欢迎，称稳定和可预测的环境对高度一体化的全球航空航天业至关重要。 ...

Core Viewpoint - American Airlines has received its first Airbus A321XLR long-range aircraft, but it will remain in Europe due to supply chain issues causing a shortage of seats [1] Group 1: Aircraft Acquisition - The company signed the acceptance documents for the aircraft in Hamburg, Germany [1] - American Airlines had ordered a total of 50 long-range aircraft in 2019 [1] Group 2: Operational Plans - The airline plans to use the aircraft on transcontinental routes in the U.S. later this year before transitioning it to international services [1] Group 3: Supply Chain Challenges - The aircraft will stay in Europe until the current seat supply chain challenges are resolved [1] - The company did not disclose the name of the seat manufacturer involved in the supply chain issues [1]

Core Viewpoint - American Airlines has received its first Airbus A321XLR long-range aircraft, but it will remain in Europe due to a shortage of seats caused by supply chain issues [1] Summary by Relevant Sections Aircraft Acquisition - American Airlines signed documents to accept the aircraft in Hamburg, Germany on Friday [1] - The airline had ordered 50 of these long-range aircraft in 2019 [1] Operational Plans - The plan is to initially deploy the first aircraft on transcontinental routes within the U.S. later this year, followed by international service [1] Supply Chain Issues - The aircraft will stay in Europe until the current seat supply chain issues are resolved [1] - The company did not disclose the name of the seat manufacturer [1]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the strategy of buying high and selling higher [1] - The Zacks Momentum Style Score helps investors identify stocks with strong momentum, addressing the challenge of defining momentum [2] Group 2: Airbus Group (EADSY) Analysis - Airbus Group currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [3][4] - Over the past week, EADSY shares increased by 0.94%, while the Zacks Aerospace - Defense industry rose by 2.54% [6] - In the last three months, EADSY shares have risen by 27.7%, and by 56.87% over the past year, outperforming the S&P 500's gains of 18.84% and 15.9%, respectively [7] - The average 20-day trading volume for EADSY is 451,920 shares, which is a useful indicator of market interest [8] Group 3: Earnings Outlook - In the past two months, two earnings estimates for EADSY have increased, raising the consensus estimate from $1.81 to $1.83 [10] - For the next fiscal year, one estimate has moved upwards with no downward revisions, indicating positive earnings momentum [10] Group 4: Conclusion - Given the positive momentum indicators and earnings outlook, EADSY is positioned as a strong buy candidate for investors seeking short-term opportunities [12]

Core Viewpoint - Despite a year-on-year decline in new aircraft deliveries in the first half of the year, Airbus continues to secure significant new aircraft orders from various airlines and leasing companies, leading to an increase in backlog orders. Addressing supply chain challenges through further vertical integration is crucial for achieving production capacity goals [1][7]. Group 1: New Orders - On July 24, Airbus signed a procurement agreement with Avolon for 90 aircraft, including 15 A330neo and 75 A321neo, raising Avolon's total orders to 79 A330neo and 264 A321neo [2]. - Malaysia Airlines ordered 20 A330-900 aircraft, increasing its A330neo fleet to 40 units, with four already delivered [3]. - AirAsia signed a memorandum for 50 firm orders and 20 options for A321XLR aircraft, valued at $12.25 billion, as part of its transformation into a low-cost network airline [4]. Group 2: Market Trends and Company Strategies - Avolon's CEO expressed confidence in long-term demand for new aircraft, highlighting the attractiveness of A321neo and A330neo models amid the aviation industry's growth trends [2][3]. - AirAsia aims to achieve a passenger capacity of 150 million by 2030, with plans to reform its capacity structure by utilizing longer-range narrow-body aircraft [4][5]. - AirAsia is reportedly considering an additional order of up to 150 new aircraft, potentially including the A220 series [6]. Group 3: Supply Chain and Production Capacity - Airbus delivered 306 commercial aircraft in the first half of the year, a 5.56% decline compared to the same period in 2024, while securing over 400 net orders [7]. - Supply chain issues continue to impact delivery schedules, with executives acknowledging challenges related to suppliers like Spirit AeroSystems and engine manufacturers [7][8]. - Airbus aims to increase narrow-body aircraft production capacity to 75 units per month by 2027, with a new assembly line in Tianjin nearing completion [8][9]. Group 4: Localized Production Efforts - Airbus has initiated a new A321 fuselage system assembly project in collaboration with AVIC Xi'an Aircraft Industry Group, enhancing local production capabilities [9][10]. - The new assembly line in Tianjin is expected to focus on A321 production, with 70% of the output projected to be A321 models [8][10].

编辑｜苏琦 钛是一种银白色的过渡金属，它的强度与钢相当，重量却比钢轻了近一半，飞机上的关键部位如发动机和起落架都有它的身影。 主要经济体供应链相关政策直接关系全球供应链的布局与调整，对供应链安全运转的影响越来越大 文｜《财经》记者 江玮 今年的链博会上，首次参展的欧洲航空制造企业空客联合10家供应链上中下游企业，呈现了从上游原材料供应、中游制造及装备到下游应用的大飞机产业 链全貌；美国科技公司苹果第三次携手中国供应商展示智能制造与绿色制造最新技术；22家湖北科创企业勾勒人形机器人产业链；中国新能源创新科技公 司宁德时代讲述了中国从"世界工厂"到"技术输出国"的转变……据链博会主办方中国国际贸易促进委员会统计，今年中外参展企业和机构达到1200家，境 外参展商占比逐年攀升，已经从第一届的26%上升至本届的35%。 "经济全球化进入新阶段，企业合作已经从产品和技术层面转向供应链层面，任何一件好产品的背后都有一条高效可靠的供应链在支撑。"7月20日，中国 贸促会副会长李兴乾在链博会闭幕新闻发布会上表示。 在7月16日至20日举行的第三届中国国际供应链促进博览会期间，宝钛集团作为空客供应链条上的上游航空原材料供应商参 ...