3月份强劲的飞机交付数据推动空客(Airbus)股价走高,投资者认为受疫情重创的航空业开始复苏,并将目光投向空客骤增的订单数量。
空客表示,上个月向航空公司客户交付了72架飞机,这个数量是去年3月份的两倍。去年同期,由于新冠疫情爆发,各地实行封锁政策,使航空旅行几乎陷入停滞。当前激增的订单数量抵消了2021年疲软的开局,第一季度交货量达到125架,实现盈利。2020年第一季度同期交货量为122架。
空客在3月份交付给欧洲航空公司的飞机相对较少,大部分都交付给了美国和亚洲的航空公司。上个月交付的8架A330和A350宽体客机中,有4架交付给了新加坡航空(Singapore Airlines)和国泰航空(Cathay Pacific)。
美银美林(Bank of America Merrill Lynch)在一份研究报告中指出,“鉴于这些地区持续的强劲复苏态势,我们认为这种情况的出现是合乎情理的”,并且重申了其“买入”评级和128欧元的目标价格。
该公司补充道,“积压订单的数量和规模会继续维持交付。”
空客股价上涨0.4%,收至101.24欧元,低于日内高点104.06欧元。
目前,空客可以依靠其巨大的订单数量来维持工厂的运转。截至去年年底,空客积压订单数量为7,184架。公司表示,这大约相当于其九年的生产量。
这一可观的积压订单数量为公司的发展规划提供了更大的确定性。空客在第一季度仅收到39个新订单,又被远远高于这一数字的订单取消量(98架窄体飞机和两架宽体飞机)所抵消。订单取消的主要原因是挪威航空公司因疫情而崩溃。
空客总部位于法国图卢兹,2019年共交付了863架飞机,包括破纪录的173架A350系列宽体飞机,该公司已连续17年实现产量增长。但2020年爆发的疫情骤然改变了空客的长期产量趋势。
美银美林表示,近期的飞行数据显示,欧洲航空业已有初步改善。这表明,受封锁措施和疫苗接种进展缓慢困扰的欧洲出现了复苏迹象。
汉莎航空(Lufthansa)上个月宣布,将在3月至4月提供约1,200个欧洲航班,从慕尼黑始飞的航班数量大约增加两倍,从法兰克福始飞的航班数量增加约50%。
汉莎航空指出,对西班牙度假胜地的航线需求尤其强烈。自陷入疫情深渊以来,该公司首次决定开通几乎覆盖加那利群岛全岛区域的航线,并大幅提高飞往度假胜地马略卡岛的运力。
空客的竞争对手波音(Boeing)尚未公布3月份的业绩,但该公司业务也出现了反弹。今年前两个月向民用和军用客户交付了48架飞机,这一数据高于2020年同期的30架。
这家美国航空航天业公司的一位发言人表示,公司将在4月13日公布3月份的业绩数据。(财富中文网)
译者:郝秀
审校:汪皓
3月份强劲的飞机交付数据推动空客(Airbus)股价走高,投资者认为受疫情重创的航空业开始复苏,并将目光投向空客骤增的订单数量。
空客表示,上个月向航空公司客户交付了72架飞机,这个数量是去年3月份的两倍。去年同期,由于新冠疫情爆发,各地实行封锁政策,使航空旅行几乎陷入停滞。当前激增的订单数量抵消了2021年疲软的开局,第一季度交货量达到125架,实现盈利。2020年第一季度同期交货量为122架。
空客在3月份交付给欧洲航空公司的飞机相对较少,大部分都交付给了美国和亚洲的航空公司。上个月交付的8架A330和A350宽体客机中,有4架交付给了新加坡航空(Singapore Airlines)和国泰航空(Cathay Pacific)。
美银美林(Bank of America Merrill Lynch)在一份研究报告中指出,“鉴于这些地区持续的强劲复苏态势,我们认为这种情况的出现是合乎情理的”,并且重申了其“买入”评级和128欧元的目标价格。
该公司补充道,“积压订单的数量和规模会继续维持交付。”
空客股价上涨0.4%,收至101.24欧元,低于日内高点104.06欧元。
目前,空客可以依靠其巨大的订单数量来维持工厂的运转。截至去年年底,空客积压订单数量为7,184架。公司表示,这大约相当于其九年的生产量。
这一可观的积压订单数量为公司的发展规划提供了更大的确定性。空客在第一季度仅收到39个新订单,又被远远高于这一数字的订单取消量(98架窄体飞机和两架宽体飞机)所抵消。订单取消的主要原因是挪威航空公司因疫情而崩溃。
空客总部位于法国图卢兹,2019年共交付了863架飞机,包括破纪录的173架A350系列宽体飞机,该公司已连续17年实现产量增长。但2020年爆发的疫情骤然改变了空客的长期产量趋势。
美银美林表示,近期的飞行数据显示,欧洲航空业已有初步改善。这表明,受封锁措施和疫苗接种进展缓慢困扰的欧洲出现了复苏迹象。
汉莎航空(Lufthansa)上个月宣布,将在3月至4月提供约1,200个欧洲航班,从慕尼黑始飞的航班数量大约增加两倍,从法兰克福始飞的航班数量增加约50%。
汉莎航空指出,对西班牙度假胜地的航线需求尤其强烈。自陷入疫情深渊以来,该公司首次决定开通几乎覆盖加那利群岛全岛区域的航线,并大幅提高飞往度假胜地马略卡岛的运力。
空客的竞争对手波音(Boeing)尚未公布3月份的业绩,但该公司业务也出现了反弹。今年前两个月向民用和军用客户交付了48架飞机,这一数据高于2020年同期的30架。
这家美国航空航天业公司的一位发言人表示,公司将在4月13日公布3月份的业绩数据。(财富中文网)
译者:郝秀
审校: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.