Core Viewpoint - Delta Air Lines is addressing aircraft shortages by dismantling engines from new Airbus jets in Europe and shipping them to the U.S. tax-free to reactivate grounded planes [1][3]. Group 1: Aircraft Shortage Solutions - Delta Air Lines has been removing engines from its new Airbus A321neo aircraft in Europe and shipping them to the U.S. to resolve aircraft shortages [1]. - The airline has grounded some older A320neo series planes due to issues with their original engines [1]. Group 2: Trade and Tariff Implications - The inability to import new aircraft is partly due to a 10% tariff on European-made planes, a consequence of trade tensions initiated by former President Trump [1]. - Delta's CEO Ed Bastian confirmed that the airline is transporting a "small number" of new engines and intends to continue this practice to avoid tariffs [3]. - Earlier this year, Delta Air Lines transported new Airbus long-haul aircraft via Japan to circumvent import costs [3].

Core Viewpoint - Delta Air Lines (DAL.N) is removing engines from newly manufactured Airbus A321 NEO aircraft to address an engine shortage in the United States [1] Group 1 - Delta Air Lines has been taking engines off new Airbus A321 NEO planes manufactured in Europe and shipping them back to the United States [1] - The company is not incurring any tariffs on these engine removals [1]

Key Takeaways AL's fleet reached 495 owned and 53 managed aircraft, with 241 more on order through 2031. In Q2 2025, AL delivered 12 new aircraft and sold 4, with total aircraft investments hitting $890M. AL received $344M from insurance settlements tied to its former Russian fleet.Air Lease Corporation (AL) provided an update on its aircraft investments, sales and significant financing activities occurring in the second quarter of 2025.As of June 30, 2025, Air Lease’s fleet included 495 owned aircraft an ...

Group 1 - Airbus reported a total of 494 aircraft orders and net orders of 402 aircraft for the first half of the year [1] - During the first six months, Airbus delivered 83 A320 NEO aircraft, 21 A350 aircraft, and 143 A321 NEO aircraft [1]

Group 1 - Malaysia Airlines Group has announced an additional order of 20 A330neo wide-body aircraft from Airbus, reinforcing its long-term strategy for fleet renewal and network expansion [1] - This new order builds on a previous commitment made in 2022 to purchase 20 A330neo aircraft, increasing the total A330neo fleet to 40, positioning Malaysia Airlines as one of the largest A330neo operators in the Asia-Pacific region [1] - The new aircraft are expected to be delivered between 2029 and 2031, with the group having already received 4 A330neo aircraft, primarily operating on routes to Auckland, Melbourne, and Bali [1] Group 2 - AirAsia has signed a deal worth $12.25 billion with Airbus to order 50 A321XLR single-aisle ultra-long-range aircraft, with an additional purchase option for 20 more [2] - This move is a significant step towards becoming the world's first low-cost, single-aisle network airline, enhancing regional connectivity and overall operational efficiency [2] - The A321XLR aircraft will operate alongside AirAsia's existing all-Airbus fleet, supporting a low-cost operating model while improving route economics and fleet utilization [2] - AirAsia aims to achieve an annual passenger capacity of 150 million by 2030, with a cumulative total of 1.5 billion passengers served since its inception [2]

本报记者 李乔宇 李雯珊 据官方数据，2025年暑运将从7月1日持续至8月31日，共计62天。为了迎接暑运，多家航司已进行积极部署，部分航司加 大运力投放，将多架C919国产大飞机投入暑运市场，并根据需求增开"避暑航线"。 "根据去年暑运出行放量时段（7月20日至7月26日）在售航班数据，2025年暑运在售航班同比增长约7.3%。但考虑到天气 和收益导致航班取消等情况，预计2025年暑运客运航班同比增长约2.3%，达195.97万架次。"飞友科技有限公司旗下数据分析 机构CADAS分析师李卓峻在接受《证券日报》记者采访时表示，今年暑运期间，国内航司实际可用运力增长有限，叠加国际 航线恢复导致的航程变长，实际运力增速略低于需求增速，供需关系同比改善，预计2025年暑运国内航线平均票价同比上升。 多架C919投入暑运 中国南方航空股份有限公司（以下简称"南方航空"）的数据显示，今年暑运期间，南方航空计划在970余条国内航线、260 余条国际及地区航线上共执飞航班32万班次。高峰期间，南方航空日均执飞航班量将超过3000班次。 为拓展国产飞机定期运行航点，南方航空已经接收的5架C919国产大飞机将全部投入暑运，执行 ...

Group 1 - The summer travel season is approaching, and Xiamen Airlines is enhancing passenger experience by coordinating six new Airbus A321neo aircraft for operations in Hangzhou [1] - The A321neo aircraft will operate on multiple routes from Hangzhou, including destinations such as Changchun, Harbin, Taiyuan, Hohhot, Wuhan, Xi'an, Guiyang, Chongqing, and Tianfu [1] - The new aircraft features eight business class seats and 200 economy class seats, with ergonomic design and increased cabin space, including a 60% increase in overhead luggage capacity compared to existing models [1] Group 2 - During the summer travel period, Xiamen Airlines Group is adding and increasing multiple domestic and international flights, expecting to transport 1.35 million passengers, with over 65 flights departing daily from Zhejiang [2] - The airline's capacity in Zhejiang can reach up to 46 aircraft, with 38 based in Hangzhou, and additional aircraft in Ningbo, Zhoushan, Quzhou, and Wenzhou [2] - From May 30 to August 31, Xiamen Airlines will increase the frequency of flights on the Hangzhou-Osaka route to 11 flights per week, enhancing travel options for passengers [2] Group 3 - New domestic flights will be added from July 1 to October 25, including daily flights from Hangzhou to Beihai, and additional flights to Hailar and Kunming [3] - A direct flight from Hangzhou to Xining will also be launched, with daily service, reflecting the airline's commitment to meet passenger demand and optimize route planning [3] - The new routes aim to provide more convenience and choices for travelers in Zhejiang during the summer travel season [3]

商报讯(记者朱慧丽通讯员林欣怡巩翰林)随着高考、中考结束以及暑假的即将到来，民航市场也逐步开 始进入旺季。 同程旅行发布的《2025暑运出行趋势报告》显示，2025年暑运的第一波出行高峰将出现在7月上旬，客 流结构以学生群体为主。从7月中旬开始，暑期旅游将进入旺季，尤其亲子家庭将集中出游，并将带动 机票价格上行。 近日暑运机票的预订热度已开始升温，昆明、乌鲁木齐、西安等长线目的地的暑期机票价格开始上涨。 据同程旅行预测，7月上旬、7月中下旬至8月中旬以及8月下旬将出现暑运的三个客流高峰，客流波动规 律基本与往年相同。 国际方面，自5月30日起，至8月31日，厦门航空对杭州-大阪航线进行加密，航班频次增加至每周11个 航班，为浙江地区前往日本大阪的旅客提供更多的出行选择。 据同程研究院测算，今年暑运期间民航首次乘飞机出行的旅客预计将达到约600万，对枢纽机场首乘服 务需求加大。 记者搜索第三方购票平台发现，7月1日，杭州直飞北京经济舱票价530元起；杭州直飞昆明经济舱最低 876元起，较六月中旬的机票价格翻了一番；杭州直飞乌鲁木齐亦是票价不菲，4.1折的经济舱票价1677 元起。 机票涨价的同时，也有航司为暑运 ...

华夏时报记者王潇雨北京报道 尽管受中美"贸易战"影响而导致包括航空发动机、辅助动力装置等核心系统零部件面临"断供"风险，但 中国商用飞机有限责任公司（下称"中国商飞"）依旧在第55届巴黎国际航空航天展览会（下称"巴黎航 展"）期间展示出想要在全球航空制造业版图占据一席之地的野心。 开放态度 虽然未能如外界猜测那样可能首次携带C系列民机产品真机参加巴黎航展，但中国商飞依然如往届那样 在今年的巴黎航展将旗下民机产品谱系以及未来的产品方向在这个全球最重要的航空展会登台。 据中国商飞方面透露，此次参展向公众展出了C909、C919和C929基本型飞机模型，以及C909和C919衍 生型飞机模型。 已经投入商用目前还未获得欧美适航认证的C909以及C919机型目前已经在中国国内航线以及东南亚部 分国家和地区开启了商业运营。根据中国商飞发布的数据，目前已累计交付20架C919飞机和165架C909 飞机。今年以来，C909飞机新增老挝航空、越南越捷航空两家客户并投入商业运营，至此，包括印尼 翎亚航空在内的三家东南亚航司累计使用C909飞机开通15条航线，通航18座城市。 最早投入市场的C909支线客机载客78-97座，航 ...

Group 1 - Airbus shares rose by up to 3.1% following the Paris Air Show, where the company announced $21 billion in orders [1][3] - Boeing scaled down its participation at the air show and did not announce new orders due to a recent crash involving a Boeing 787 Dreamliner [2] - Airbus announced $14.2 billion in firm orders and an additional $6.7 billion under memoranda of understanding (MoUs) [3] Group 2 - Among the firm orders, LOT Polish Airlines made its first-ever order for 40 A220 aircraft, while All Nippon Airways ordered 27 A321 airplanes [4] - Riyadh Air ordered 25 A350 wide-body aircraft, marking it as the first Saudi airline to operate the A350 [4] - VietJet signed an MoU for 100 Airbus A321neo aircraft, indicating strong demand for Airbus products [4] Group 3 - The strength in A350 and A321 orders reflects a positive trend for Airbus, especially as it competes with Boeing [6] - The 40 A220 orders signify a recovery for a model that had seen limited deals in the past year [6] - Overall, the air show was a success for Airbus, positively impacting its stock price [6]