空客:预计 2027 年飞机产量目标为每个月 75 架,准备回应潜在的美国关税

Wallstreetcn
2025.01.09 19:02

Airbus: It is expected that the A220 aircraft (orders/deliveries) will be stronger in 2025.

The company believes that aircraft production is still in the climbing phase.

It will restore aircraft delivery levels prior to the COVID-19 pandemic in the "foreseeable future."

Producing 75 aircraft per month by 2027 remains a feasible goal.

The company is preparing for the future and considering responses to tariffs advocated by (U.S. President-elect Trump).

The demand for skilled technicians remains a concern for the industry.

The loss of professionals has the most severe impact on the supply chain.

Engine issues are causing some A220 customers to remain cautious (in terms of procurement orders).

Improvements are needed for the A220 aircraft engines, and plans have been finalized with RTX.

Spirit AeroSystems is still disposing of the Preswick facility, which will be transformed and "relatively quickly" closed.

2025 is expected to be a strong year for A350 aircraft pricing.

One goal is to dominate the U.S. cargo aircraft market with the A350F.

The A321XLR aircraft is expected to maintain order flow