Core Viewpoint - Both Boeing and Airbus, the world's largest commercial aircraft manufacturers, are improving their production rates and financial conditions but still face significant challenges before fully recovering to a stable state [1] Financial Performance - Airbus reported a revenue of €29.6 billion for the first half of 2025, a 3% increase from €28.8 billion in the same period last year [2] - The EBIT (Earnings Before Interest and Taxes) for Airbus was €1.617 billion, up from €1.456 billion year-on-year [2] - Airbus's commercial aircraft segment generated €20.8 billion in revenue, a 2% decline compared to the previous year [2] - Boeing's Q2 revenue reached $22.75 billion, with a total revenue of $42.2 billion for the first half of the year, marking a 35% and 26% increase respectively [3] - Boeing's net loss for Q2 was $612 million, significantly reduced from $1.44 billion in the same quarter last year [3] Delivery and Orders - Airbus delivered 306 commercial aircraft in the first half of 2025, down from 323 in the same period last year [2] - Boeing's delivery of new aircraft reached 150 in Q2, totaling 280 for the first half, a substantial increase from 175 year-on-year [3] - Boeing's net order volume in Q2 was 455 aircraft, including high-value models like the 777X and 787 series [4] Production Capacity and Challenges - Boeing's current backlog includes nearly 6,000 aircraft valued at over $600 billion [6] - Boeing's 737 series production rate has reached 38 aircraft per month, with plans to increase to 42 pending regulatory approval [6] - Airbus aims to achieve a monthly production rate of 75 A320 aircraft by 2027, with ongoing production challenges affecting A350 and A220 projects [7] Market Environment - Recent agreements between the US and major economies, including the EU and China, have restored low or zero tariffs on aircraft manufacturing and parts, alleviating potential cost increases for airlines [8] - The aviation industry continues to face a complex operational environment, but recent tariff agreements are seen as a positive development for manufacturers [8]

报告显示，空客A320系列飞机项目持续提升产能，力争到2027年实现每月75架飞机的生产速率；A330项目目前稳定在每月4架飞机的生产速率。 空中客车首席执行官傅里表示，2025年上半年，公司的商业表现强劲。上半年的财务状况反映了防务与航天业务的转型进展，以及民机交付量同比有所下 降。空客的生产正按计划进行，但由于A320飞机项目持续面临发动机的供应问题，下半年的交付量占比将更多，还面临着复杂多变的运营环境。 北京商报讯(记者关子辰牛清妍)8月1日，空中客车(以下简称"空客")发布截至2025年上半年的合并财务业绩报告。 报告期内，其合并收入为296亿欧元，同比增长3%；合并调整后息税前利润为22.04亿欧元。 2025年上半年，空客共交付306架民用飞机，包括41架A220飞机、232架A320系列飞机、12架A330飞机和21架A350飞机。民用飞机共获得494架订单，其中 净订单402架。 B A A an a I+IC-FFDO (010) a 90 T -6 ...

来自飞机和发动机制造商的交付延迟，对全球的航空公司影响巨大。 空中客车公司（股票交易代码：AIR）今日发布截至2025年6月30日公司上半年的合并财务业绩报告， 受发动机的供应问题影响，上半年的民机交付量较去年同期有所下降。 2025年上半年，空客共交付306架民用飞机（2024年上半年为323架），包括41架A220飞机、232架A320 系列飞机、12架A330飞机和21架A350飞机。 在今年6月举行的国际航空运输协会年会期间，国际航协理事长威利·沃尔什（Willie Walsh）也对记者表 示，当前全球飞机（未交付订单）积压超过17,000架，远高于疫情前的10,000-11,000架，是2013年-2019 年六年间平均积压数量的两倍，意味着交付时间可能长达14年。"供应链问题预计将在2025年持续存 在，并可能持续到2020年代结束，甚至有进一步下调的可能。" 而来自飞机和发动机制造商的交付延迟，对全球的航空公司也影响巨大。由于新飞机的交付不断延迟， 航司不得不转向二手市场或租赁飞机。多家国内外航司的管理层就对记者透露，2024年以来的干线飞机 租金价格大幅上涨，比如窄体客机的租赁费率就比2019 ...

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]

Core Viewpoint - Airbus is in negotiations to sell approximately six A350 aircraft to EgyptAir [1] Group 1 - The deal indicates Airbus's ongoing efforts to strengthen its relationship with EgyptAir [1] - The potential sale reflects the demand for modern aircraft in the Middle Eastern aviation market [1]

Group 1 - Airbus is in negotiations to sell approximately six A350 aircraft to EgyptAir [1]

Core Viewpoint - Airbus is seeking to sell up to 50 A350 aircraft to Riyadh Air while also negotiating potential A350 deals with Etihad Airways [1] Group 1 - Airbus is actively pursuing orders from Riyadh Air for A350 aircraft [1] - The company is also in discussions with Etihad Airways regarding potential aircraft transactions [1]

Core Viewpoint - The U.S. Department of Commerce is considering imposing additional tariffs on imported aircraft and parts, following similar measures on automobiles and ships, which could significantly impact the aviation supply chain and related industries [1][2][14]. Group 1: Import and Export Data - In 2024, the U.S. is projected to import aircraft worth $62.1 billion and export aircraft worth $123.6 billion, indicating a substantial trade balance in favor of exports [4]. - Boeing primarily exports aircraft globally but relies on imported parts and materials, highlighting the interconnectedness of the supply chain [4][10]. Group 2: Impact on Aircraft Manufacturers - The potential tariffs could affect two main categories: aircraft imported from Europe and parts supplied globally to Boeing [5]. - Airbus, despite being a competitor, has a significant market presence in the U.S., with models like the A320 and A321 series being popular due to their operational efficiency [6][7]. Group 3: Supply Chain Implications - A single aircraft consists of approximately 3 million parts, and imposing a "plane tax" could disrupt Boeing's global supply chain, particularly affecting Japanese suppliers [8]. - Japanese manufacturers play a crucial role in Boeing's production, with significant contributions to models like the 787, where Japanese firms account for 35% of the production [9]. Group 4: Broader Economic Impact - The automotive industry in Japan, already affected by U.S. tariffs on cars, could face further challenges if tariffs extend to aircraft, potentially harming both Japanese and U.S. industries [15]. - The U.S. has also announced additional fees for ships, indicating a broader trend of increasing tariffs across various sectors, which could further strain international trade relationships [16].