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 Points - All Nippon Airways Holdings has finalized an order for 27 Airbus aircraft, including 24 A321neo and 3 A321XLR models [1] - The order includes an additional 14 A321neo aircraft for All Nippon Airways and 10 A321neo and 3 A321XLR aircraft for Peach Aviation, a subsidiary of the group [1] - Peach Aviation will become the first Japanese airline to operate the A321XLR aircraft [1]

1 证券代码：600029 证券简称：南方航空 公告编号：临 2025-034 中国南方航空股份有限公司 2025 年 5 月主要运营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 2025年5月，中国南方航空股份有限公司及所属子公司（以 下简称"本集团"）客运运力投入（按可利用座公里计）同比上 升4.99%，其中国内、地区和国际分别同比上升1.48%、0.19%和 16.49%；旅客周转量（按收入客公里计）同比上升8.43%，其中 国内和国际分别同比上升4.65%和21.54%，地区同比下降0.83%； 客座率为85.91%，同比上升2.73个百分点，其中国内和国际分别 同比上升2.63和3.49个百分点，地区同比下降0.77个百分点。 货运方面，2025年5月，货运运力投入（按可利用吨公里— 货邮运计）同比上升8.26%；货邮周转量（按收入吨公里—货邮 运计）同比上升9.24%；货邮载运率为54.20%；同比上升0.49个 百分点。 2025年5月，本集团无新增主要航线。 2025年5月，本集团引进4架飞机（包 ...