3月份強(qiáng)勁的飛機(jī)交付數(shù)據(jù)推動(dòng)空客(Airbus)股價(jià)走高,投資者認(rèn)為受疫情重創(chuàng)的航空業(yè)開始復(fù)蘇,并將目光投向空客驟增的訂單數(shù)量。
空客表示,上個(gè)月向航空公司客戶交付了72架飛機(jī),這個(gè)數(shù)量是去年3月份的兩倍。去年同期,由于新冠疫情爆發(fā),各地實(shí)行封鎖政策,使航空旅行幾乎陷入停滯。當(dāng)前激增的訂單數(shù)量抵消了2021年疲軟的開局,第一季度交貨量達(dá)到125架,實(shí)現(xiàn)盈利。2020年第一季度同期交貨量為122架。
空客在3月份交付給歐洲航空公司的飛機(jī)相對(duì)較少,大部分都交付給了美國(guó)和亞洲的航空公司。上個(gè)月交付的8架A330和A350寬體客機(jī)中,有4架交付給了新加坡航空(Singapore Airlines)和國(guó)泰航空(Cathay Pacific)。
美銀美林(Bank of America Merrill Lynch)在一份研究報(bào)告中指出,“鑒于這些地區(qū)持續(xù)的強(qiáng)勁復(fù)蘇態(tài)勢(shì),我們認(rèn)為這種情況的出現(xiàn)是合乎情理的”,并且重申了其“買入”評(píng)級(jí)和128歐元的目標(biāo)價(jià)格。
該公司補(bǔ)充道,“積壓訂單的數(shù)量和規(guī)模會(huì)繼續(xù)維持交付?!?/p>
空客股價(jià)上漲0.4%,收至101.24歐元,低于日內(nèi)高點(diǎn)104.06歐元。
目前,空客可以依靠其巨大的訂單數(shù)量來維持工廠的運(yùn)轉(zhuǎn)。截至去年年底,空客積壓訂單數(shù)量為7,184架。公司表示,這大約相當(dāng)于其九年的生產(chǎn)量。
這一可觀的積壓訂單數(shù)量為公司的發(fā)展規(guī)劃提供了更大的確定性。空客在第一季度僅收到39個(gè)新訂單,又被遠(yuǎn)遠(yuǎn)高于這一數(shù)字的訂單取消量(98架窄體飛機(jī)和兩架寬體飛機(jī))所抵消。訂單取消的主要原因是挪威航空公司因疫情而崩潰。
空客總部位于法國(guó)圖盧茲,2019年共交付了863架飛機(jī),包括破紀(jì)錄的173架A350系列寬體飛機(jī),該公司已連續(xù)17年實(shí)現(xiàn)產(chǎn)量增長(zhǎng)。但2020年爆發(fā)的疫情驟然改變了空客的長(zhǎng)期產(chǎn)量趨勢(shì)。
美銀美林表示,近期的飛行數(shù)據(jù)顯示,歐洲航空業(yè)已有初步改善。這表明,受封鎖措施和疫苗接種進(jìn)展緩慢困擾的歐洲出現(xiàn)了復(fù)蘇跡象。
漢莎航空(Lufthansa)上個(gè)月宣布,將在3月至4月提供約1,200個(gè)歐洲航班,從慕尼黑始飛的航班數(shù)量大約增加兩倍,從法蘭克福始飛的航班數(shù)量增加約50%。
漢莎航空指出,對(duì)西班牙度假勝地的航線需求尤其強(qiáng)烈。自陷入疫情深淵以來,該公司首次決定開通幾乎覆蓋加那利群島全島區(qū)域的航線,并大幅提高飛往度假勝地馬略卡島的運(yùn)力。
空客的競(jìng)爭(zhēng)對(duì)手波音(Boeing)尚未公布3月份的業(yè)績(jī),但該公司業(yè)務(wù)也出現(xiàn)了反彈。今年前兩個(gè)月向民用和軍用客戶交付了48架飛機(jī),這一數(shù)據(jù)高于2020年同期的30架。
這家美國(guó)航空航天業(yè)公司的一位發(fā)言人表示,公司將在4月13日公布3月份的業(yè)績(jī)數(shù)據(jù)。(財(cái)富中文網(wǎng))
譯者:郝秀
審校:汪皓
3月份強(qiáng)勁的飛機(jī)交付數(shù)據(jù)推動(dòng)空客(Airbus)股價(jià)走高,投資者認(rèn)為受疫情重創(chuàng)的航空業(yè)開始復(fù)蘇,并將目光投向空客驟增的訂單數(shù)量。
空客表示,上個(gè)月向航空公司客戶交付了72架飛機(jī),這個(gè)數(shù)量是去年3月份的兩倍。去年同期,由于新冠疫情爆發(fā),各地實(shí)行封鎖政策,使航空旅行幾乎陷入停滯。當(dāng)前激增的訂單數(shù)量抵消了2021年疲軟的開局,第一季度交貨量達(dá)到125架,實(shí)現(xiàn)盈利。2020年第一季度同期交貨量為122架。
空客在3月份交付給歐洲航空公司的飛機(jī)相對(duì)較少,大部分都交付給了美國(guó)和亞洲的航空公司。上個(gè)月交付的8架A330和A350寬體客機(jī)中,有4架交付給了新加坡航空(Singapore Airlines)和國(guó)泰航空(Cathay Pacific)。
美銀美林(Bank of America Merrill Lynch)在一份研究報(bào)告中指出,“鑒于這些地區(qū)持續(xù)的強(qiáng)勁復(fù)蘇態(tài)勢(shì),我們認(rèn)為這種情況的出現(xiàn)是合乎情理的”,并且重申了其“買入”評(píng)級(jí)和128歐元的目標(biāo)價(jià)格。
該公司補(bǔ)充道,“積壓訂單的數(shù)量和規(guī)模會(huì)繼續(xù)維持交付?!?/p>
空客股價(jià)上漲0.4%,收至101.24歐元,低于日內(nèi)高點(diǎn)104.06歐元。
目前,空客可以依靠其巨大的訂單數(shù)量來維持工廠的運(yùn)轉(zhuǎn)。截至去年年底,空客積壓訂單數(shù)量為7,184架。公司表示,這大約相當(dāng)于其九年的生產(chǎn)量。
這一可觀的積壓訂單數(shù)量為公司的發(fā)展規(guī)劃提供了更大的確定性??湛驮诘谝患径葍H收到39個(gè)新訂單,又被遠(yuǎn)遠(yuǎn)高于這一數(shù)字的訂單取消量(98架窄體飛機(jī)和兩架寬體飛機(jī))所抵消。訂單取消的主要原因是挪威航空公司因疫情而崩潰。
空客總部位于法國(guó)圖盧茲,2019年共交付了863架飛機(jī),包括破紀(jì)錄的173架A350系列寬體飛機(jī),該公司已連續(xù)17年實(shí)現(xiàn)產(chǎn)量增長(zhǎng)。但2020年爆發(fā)的疫情驟然改變了空客的長(zhǎng)期產(chǎn)量趨勢(shì)。
美銀美林表示,近期的飛行數(shù)據(jù)顯示,歐洲航空業(yè)已有初步改善。這表明,受封鎖措施和疫苗接種進(jìn)展緩慢困擾的歐洲出現(xiàn)了復(fù)蘇跡象。
漢莎航空(Lufthansa)上個(gè)月宣布,將在3月至4月提供約1,200個(gè)歐洲航班,從慕尼黑始飛的航班數(shù)量大約增加兩倍,從法蘭克福始飛的航班數(shù)量增加約50%。
漢莎航空指出,對(duì)西班牙度假勝地的航線需求尤其強(qiáng)烈。自陷入疫情深淵以來,該公司首次決定開通幾乎覆蓋加那利群島全島區(qū)域的航線,并大幅提高飛往度假勝地馬略卡島的運(yùn)力。
空客的競(jìng)爭(zhēng)對(duì)手波音(Boeing)尚未公布3月份的業(yè)績(jī),但該公司業(yè)務(wù)也出現(xiàn)了反彈。今年前兩個(gè)月向民用和軍用客戶交付了48架飛機(jī),這一數(shù)據(jù)高于2020年同期的30架。
這家美國(guó)航空航天業(yè)公司的一位發(fā)言人表示,公司將在4月13日公布3月份的業(yè)績(jī)數(shù)據(jù)。(財(cái)富中文網(wǎng))
譯者:郝秀
審校:汪皓
Solid aircraft delivery figures for March propelled Airbus shares higher as investors bet on a fledgling recovery in the pandemic-hit aviation sector and set sights on the company’s bulging order book.
Airbus said airline customers took delivery of 72 planes last month, twice as many as in March of last year when lockdowns from the COVID-19 outbreak brought air travel to a near standstill. The surge offset a weak start to 2021 and brought the quarterly figure into the green with 125 deliveries versus 122 in the first quarter of 2020.
Deliveries to European carriers were comparatively few in March, however, with the bulk going to American and Asian competitors. Four out of the eight A330 and A350 wide-bodies delivered last month went to Singapore Airlines and Cathay Pacific.
“In our view [this] makes sense given the strong recovery that continues to be seen in these regions,” Bank of America Merrill Lynch said in a research note, reiterating its “buy” rating and 128-euro price target.
“The size and breadth of the backlog continues to support deliveries,” it added.
Shares in Airbus were up 0.4%, at 101.24 euros, off a day-high of 104.06 euros.
Right now, Airbus can rely on its prodigious order book to keep its factories humming. Its backlog stood at 7,184 planes at the end of last year, which, the company says, equates to roughly nine years of production.
This healthy cushion offers the company greater certainty in planning, given that it received only 39 new orders in the first quarter. These were more than offset by 98 cancellations of narrow-body planes as well as two wide-body aircraft, mainly owing to the collapse of Norwegian Air.
Last year’s pandemic brought a screeching reversal in the long-term output trend at Airbus. With 863 planes delivered in 2019, the company, based in Toulouse, France, had just notched its 17th straight year of production gains, including a record 173 wide-body aircraft led by the A350 family.
Recent flight data points to tentative improvement in Europe, suggesting green shoots in a region beset by lockdowns and slow vaccination rates, according to Bank of America Merrill Lynch.
Last month, Lufthansa reported it would offer around 1,200 European flights from March to April, roughly tripling the connections from Munich and increasing the figure from Frankfurt by roughly 50%.
It cited particularly strong demand for Spanish resorts, deciding to fly to almost all of the Canary Islands for the first time since the depths of the pandemic and dramatically boosting capacity for holiday favorite, Majorca.
Airbus rival Boeing has yet to publish results for March, but it has also recorded a rebound, with 48 planes handed over to civilian and military customers in the first two months of this year, up from 30 in the corresponding period in 2020.
A spokesperson for the U.S. aerospace company said it would publish its March data on April 13.