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2021-05-28
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Airbus Sets Plan to Boost Output, Igniting Aerospace Rally<blockquote>空客制定提高产量计划,引发航空航天反弹</blockquote>
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Reaching that level would almost double its current, pandemic-depressed output.</p><p><blockquote>空客周四在一份声明中表示,明年年初,这一数字可能会升至每月 70 架,到 2025 年可能达到 75 架。达到这一水平将使其目前受疫情影响的产量几乎翻一番。</blockquote></p><p>The ambitious plan stands out in an industry that’s still struggling to gain traction after Covid-19 wiped out demand for air travel. Despite short-term flareups in the pandemic, the longer-term picture has brightened with the global rollout of vaccines. Airbus and U.S. rival Boeing Co. have been showing more confidence as airlines ramp up schedules for shorter flights. Still, the industry faces its next challenge with pressure to lower carbon emissions.</p><p><blockquote>在 Covid-19 摧毁了航空旅行需求后,该行业仍在努力获得牵引力,这一雄心勃勃的计划在这个行业显得格外突出。尽管疫情短期爆发,但随着疫苗的全球推广,长期形势有所好转。随着航空公司增加缩短航班的时刻表,空中客车公司和美国竞争对手波音公司表现出了更大的信心。尽管如此,该行业仍面临着降低碳排放的压力的下一个挑战。</blockquote></p><p>“We think it is premature, but Airbus is the one with a constant dialog with airline customers, and it has called things pretty well to date,” said Sandy Morris, an analyst with Jefferies. He said he’s concerned about further disruption from the pandemic and initiatives to cut emissions. “Nonetheless, Airbus will know all that too.”</p><p><blockquote>“杰富瑞(Jefferies)分析师桑迪-莫里斯(Sandy Morris)说:”我们认为现在还为时过早,但空中客车公司一直在与航空公司客户进行对话,迄今为止,空中客车公司的情况还不错。他说,他担心大流行病和减排举措会造成进一步的破坏。“尽管如此,空客也会知道这一切。”</blockquote></p><p>Airbus shares surged 10% to 107.50 euros in Paris for their biggest intraday gain since November. In Europe, engine and component supplier Safran SA rose 4.6%, while Rolls-Royce Holdings Plc, which provides turbines for bigger planes, advanced 4.8%.</p><p><blockquote>空客股价在巴黎飙升 10%,至 107.50 欧元,创下 11 月以来最大盘中涨幅。在欧洲,发动机和零部件供应商赛峰集团 (Safran SA) 上涨 4.6%,而为大型飞机提供涡轮机的劳斯莱斯控股公司 (Rolls-Royce Holdings Plc) 上涨 4.8%。</blockquote></p><p>Chicago-based Boeing was up 4.1% at 10:02 a.m. in New York, after the head of Southwest Airlines Co., a big 737 customer, told the Dallas Morning News the discount carrier could grow by “hundreds of planes.” Engine supplier General Electric Co. added 4%, while Raytheon Technologies Corp., which owns Pratt & Whitney, gained 1.8%.</p><p><blockquote>纽约时间上午 10:02,总部位于芝加哥的波音公司股价上涨了 4.1%,此前 737 的大客户西南航空公司的负责人告诉《达拉斯晨报》,这家折扣航空公司可能会增加 “数百架飞机”。发动机供应商通用电气公司 (General Electric Co.) 上涨 4%,而拥有普惠公司 (Pratt & Whitney) 的雷神技术公司 (Raytheon Technologies Corp.) 上涨 1.8%。</blockquote></p><p>Web of Suppliers</p><p><blockquote>供应商网络</blockquote></p><p>The Airbus announcement will give makers of parts ranging from engines to seats and avionics time to invest and be ready when demand returns.</p><p><blockquote>空客的公告将让发动机、座椅和航空电子设备等零部件制造商有时间进行投资,并在需求恢复时做好准备。</blockquote></p><p>Airbus’s comments are aimed partly at stress-testing its vast web of suppliers to ensure they can meet higher targets, while signaling to customers that it can comply with delivery requirements and won’t be open to order deferrals or cancellations, said Agency Partners analyst Sash Tusa.</p><p><blockquote>Agency Partners 分析师萨什-图萨(Sash Tusa)说,空客的评论部分目的是对其庞大的供应商网络进行压力测试,以确保他们能够达到更高的目标,同时向客户发出信号,表明空客可以遵守交货要求,不会接受订单延期或取消。</blockquote></p><p>Airbus and Boeing count on thousands of manufacturers who contribute to making commercial jetliners that can cost $100 million or more.</p><p><blockquote>空中客车公司和波音公司依靠数千家制造商来制造价值 1 亿美元或更多的商用喷气式飞机。</blockquote></p><p>“The message to our supplier community provides visibility to the entire industrial ecosystem to secure the necessary capabilities and be ready when market conditions call for it,” Airbus Chief Executive Officer Guillaume Faury said in the statement.</p><p><blockquote>“空中客车公司首席执行官吉约姆-福里(Guillaume Faury)在声明中说:”向我们的供应商群体传达的信息为整个工业生态系统提供了可见性,以确保必要的能力,并在市场条件看涨期权时做好准备。</blockquote></p><p>Near-Term Jump</p><p><blockquote>近期跳跃</blockquote></p><p>Airbus, based in Toulouse, France, has widened its lead in single-aisle planes over Boeing during the pandemic.</p><p><blockquote>总部位于法国图卢兹的空中客车公司在疫情期间扩大了其在单通道飞机领域对波音公司的领先优势。</blockquote></p><p>With Thursday’s announcement, the company confirmed earlier plans to raise production to 43 A320-family planes per month in the third quarter of this year, reaching 45 in the fourth quarter. The figure stands at 40 per month now, a third lower than it was when the outbreak hit in early 2020.</p><p><blockquote>随着周四的公告,该公司确认了早些时候的计划,即今年第三季度将 A320 系列飞机的产量提高到每月 43 架,第四季度将达到 45 架。现在这个数字是每月40个,比2020年初疫情爆发时低了三分之一。</blockquote></p><p>Airbus also plans to boost output of the smaller A220 to six per month from five in early 2022, with a 14 a month envisioned by the middle of the decade. Hitting that target will require significant further orders, Tusa said.</p><p><blockquote>空客还计划将小型 A220 的产量从 2022 年初的 5 架增加到每月 6 架,预计到本世纪中期将达到每月 14 架。图萨说,实现这一目标将需要大量的额外订单。</blockquote></p><p>Boeing has also made progress getting past a global grounding of its 737 Max, the chief rival to the A320. The U.S. planemaker reiterated late last month that it plans to gradually increase production of the single-aisle jet to 31 a month in early 2022.</p><p><blockquote>波音公司在克服 A320 的主要竞争对手 737 Max 全球停飞方面也取得了进展。这家美国飞机制造商上月底重申,计划在 2022 年初将单通道喷气式飞机的产量逐步提高至每月 31 架。</blockquote></p><p>Wide-Body Plans</p><p><blockquote>宽体平面图</blockquote></p><p>Larger twin-aisle aircraft are expected to take longer to recover as long-distance travel lags behind the rebound in regional hops. Airbus said it will keep production of its A330 planes at two per month, while looking to lift A350 output to six per month from five in the second half of 2022. Both are powered by Rolls-Royce engines.</p><p><blockquote>由于长途旅行落后于支线跳跃的反弹,预计较大的双通道飞机需要更长的时间才能恢复。空客表示,将把 A330 飞机的产量保持在每月两架,同时希望在 2022 年下半年将 A350 飞机的产量从每月 5 架增加到每月 6 架。两者均由劳斯莱斯发动机提供动力。</blockquote></p><p>In signaling to suppliers to prepare for the ramp-up, Airbus will be hoping to avoid a repeat of the reversal suffered after it announced an increase in production last October as coronavirus lockdowns were first lifted.</p><p><blockquote>空客向供应商发出信号,要求他们为增产做好准备,希望避免重蹈去年 10 月冠状病毒封锁首次解除后宣布增产的覆辙。</blockquote></p><p>When a new wave of infection emerged it slowed down its plans in January, retreating from goal of reaching 47 A320s a month by July.</p><p><blockquote>当新一波感染出现时,该公司在 1 月份放缓了计划,放弃了到 7 月份每月达到 47 架 A320 的目标。</blockquote></p><p>Faury will also want to be sure that both suppliers and Airbus’s own factories can cope with the stresses of record monthly rates. Airbus suffered delays in handovers prior to the pandemic as it struggled to comply with customization requests for the A321 version, prompting a cut to the 2019 delivery target.</p><p><blockquote>福里还希望确保供应商和空客自己的工厂都能应对创纪录的月费压力。在大流行之前,空客在交付方面遭遇了延误,因为它难以满足 A321 版本的定制要求,导致 2019 年交付目标被削减。</blockquote></p><p></p><p>Earlier this month, Airbus said that it had restarted work converting a French assembly line once used for its A380 super-jumbo to build single-aisle jets. It should be operational by the end of 2022.</p><p><blockquote>本月早些时候,空中客车公司表示,已重新开始改造一条法国装配线,该装配线曾用于其 A380 超大型客机,以制造单通道喷气式飞机。它应该会在2022年底投入运营。</blockquote></p><p>Back in 2018, Airbus had been touting build rates of 70 or even 75 a month, but under Faury it reined in those ambitions. When the pandemic hit, the plan was to lift A320 series production to 63 a month, with Airbus looking at adding a further one or two to the total.</p><p><blockquote>早在 2018 年,空客就曾吹捧每月 70 架甚至 75 架的制造速度,但在福里的领导下,它控制了这些野心。当疫情袭击时,计划将A320系列的产量提高到每月63架,空客正在考虑在总数上再增加一到两架。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbus Sets Plan to Boost Output, Igniting Aerospace Rally<blockquote>空客制定提高产量计划,引发航空航天反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbus Sets Plan to Boost Output, Igniting Aerospace Rally<blockquote>空客制定提高产量计划,引发航空航天反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-05-27 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Airbus SE said it’s preparing to gear up production of its best-selling A320-series jets beyond pre-pandemic levels within two years, sending a jolt of optimism into an aviation sector primed for a global recovery.</p><p><blockquote>空中客车公司(Airbus SE)表示,该公司正准备在两年内将其最畅销的 A320 系列喷气式飞机的产量提高到大流行前的水平,这给为全球复苏做好准备的航空业带来了一股乐观情绪。</blockquote></p><p>Aerospace shares jumped in Europe and the U.S. after the world’s largest maker of commercial jetliners told suppliers to be ready to raise output of the narrow-body planes to a rate of 64 per month by the second quarter of 2023.</p><p><blockquote>在全球最大的商用喷气式飞机制造商告诉供应商准备在 2023 年第二季度将窄体飞机的产量提高到每月 64 架之后,欧洲和美国的航空航天股价大幅上涨。</blockquote></p><p>That figure could rise to 70 a month early the following year, with 75 a possibility by 2025, Airbus said in a statement Thursday. Reaching that level would almost double its current, pandemic-depressed output.</p><p><blockquote>空客周四在一份声明中表示,明年年初,这一数字可能会升至每月 70 架,到 2025 年可能达到 75 架。达到这一水平将使其目前受疫情影响的产量几乎翻一番。</blockquote></p><p>The ambitious plan stands out in an industry that’s still struggling to gain traction after Covid-19 wiped out demand for air travel. Despite short-term flareups in the pandemic, the longer-term picture has brightened with the global rollout of vaccines. Airbus and U.S. rival Boeing Co. have been showing more confidence as airlines ramp up schedules for shorter flights. Still, the industry faces its next challenge with pressure to lower carbon emissions.</p><p><blockquote>在 Covid-19 摧毁了航空旅行需求后,该行业仍在努力获得牵引力,这一雄心勃勃的计划在这个行业显得格外突出。尽管疫情短期爆发,但随着疫苗的全球推广,长期形势有所好转。随着航空公司增加缩短航班的时刻表,空中客车公司和美国竞争对手波音公司表现出了更大的信心。尽管如此,该行业仍面临着降低碳排放的压力的下一个挑战。</blockquote></p><p>“We think it is premature, but Airbus is the one with a constant dialog with airline customers, and it has called things pretty well to date,” said Sandy Morris, an analyst with Jefferies. He said he’s concerned about further disruption from the pandemic and initiatives to cut emissions. “Nonetheless, Airbus will know all that too.”</p><p><blockquote>“杰富瑞(Jefferies)分析师桑迪-莫里斯(Sandy Morris)说:”我们认为现在还为时过早,但空中客车公司一直在与航空公司客户进行对话,迄今为止,空中客车公司的情况还不错。他说,他担心大流行病和减排举措会造成进一步的破坏。“尽管如此,空客也会知道这一切。”</blockquote></p><p>Airbus shares surged 10% to 107.50 euros in Paris for their biggest intraday gain since November. In Europe, engine and component supplier Safran SA rose 4.6%, while Rolls-Royce Holdings Plc, which provides turbines for bigger planes, advanced 4.8%.</p><p><blockquote>空客股价在巴黎飙升 10%,至 107.50 欧元,创下 11 月以来最大盘中涨幅。在欧洲,发动机和零部件供应商赛峰集团 (Safran SA) 上涨 4.6%,而为大型飞机提供涡轮机的劳斯莱斯控股公司 (Rolls-Royce Holdings Plc) 上涨 4.8%。</blockquote></p><p>Chicago-based Boeing was up 4.1% at 10:02 a.m. in New York, after the head of Southwest Airlines Co., a big 737 customer, told the Dallas Morning News the discount carrier could grow by “hundreds of planes.” Engine supplier General Electric Co. added 4%, while Raytheon Technologies Corp., which owns Pratt & Whitney, gained 1.8%.</p><p><blockquote>纽约时间上午 10:02,总部位于芝加哥的波音公司股价上涨了 4.1%,此前 737 的大客户西南航空公司的负责人告诉《达拉斯晨报》,这家折扣航空公司可能会增加 “数百架飞机”。发动机供应商通用电气公司 (General Electric Co.) 上涨 4%,而拥有普惠公司 (Pratt & Whitney) 的雷神技术公司 (Raytheon Technologies Corp.) 上涨 1.8%。</blockquote></p><p>Web of Suppliers</p><p><blockquote>供应商网络</blockquote></p><p>The Airbus announcement will give makers of parts ranging from engines to seats and avionics time to invest and be ready when demand returns.</p><p><blockquote>空客的公告将让发动机、座椅和航空电子设备等零部件制造商有时间进行投资,并在需求恢复时做好准备。</blockquote></p><p>Airbus’s comments are aimed partly at stress-testing its vast web of suppliers to ensure they can meet higher targets, while signaling to customers that it can comply with delivery requirements and won’t be open to order deferrals or cancellations, said Agency Partners analyst Sash Tusa.</p><p><blockquote>Agency Partners 分析师萨什-图萨(Sash Tusa)说,空客的评论部分目的是对其庞大的供应商网络进行压力测试,以确保他们能够达到更高的目标,同时向客户发出信号,表明空客可以遵守交货要求,不会接受订单延期或取消。</blockquote></p><p>Airbus and Boeing count on thousands of manufacturers who contribute to making commercial jetliners that can cost $100 million or more.</p><p><blockquote>空中客车公司和波音公司依靠数千家制造商来制造价值 1 亿美元或更多的商用喷气式飞机。</blockquote></p><p>“The message to our supplier community provides visibility to the entire industrial ecosystem to secure the necessary capabilities and be ready when market conditions call for it,” Airbus Chief Executive Officer Guillaume Faury said in the statement.</p><p><blockquote>“空中客车公司首席执行官吉约姆-福里(Guillaume Faury)在声明中说:”向我们的供应商群体传达的信息为整个工业生态系统提供了可见性,以确保必要的能力,并在市场条件看涨期权时做好准备。</blockquote></p><p>Near-Term Jump</p><p><blockquote>近期跳跃</blockquote></p><p>Airbus, based in Toulouse, France, has widened its lead in single-aisle planes over Boeing during the pandemic.</p><p><blockquote>总部位于法国图卢兹的空中客车公司在疫情期间扩大了其在单通道飞机领域对波音公司的领先优势。</blockquote></p><p>With Thursday’s announcement, the company confirmed earlier plans to raise production to 43 A320-family planes per month in the third quarter of this year, reaching 45 in the fourth quarter. The figure stands at 40 per month now, a third lower than it was when the outbreak hit in early 2020.</p><p><blockquote>随着周四的公告,该公司确认了早些时候的计划,即今年第三季度将 A320 系列飞机的产量提高到每月 43 架,第四季度将达到 45 架。现在这个数字是每月40个,比2020年初疫情爆发时低了三分之一。</blockquote></p><p>Airbus also plans to boost output of the smaller A220 to six per month from five in early 2022, with a 14 a month envisioned by the middle of the decade. Hitting that target will require significant further orders, Tusa said.</p><p><blockquote>空客还计划将小型 A220 的产量从 2022 年初的 5 架增加到每月 6 架,预计到本世纪中期将达到每月 14 架。图萨说,实现这一目标将需要大量的额外订单。</blockquote></p><p>Boeing has also made progress getting past a global grounding of its 737 Max, the chief rival to the A320. The U.S. planemaker reiterated late last month that it plans to gradually increase production of the single-aisle jet to 31 a month in early 2022.</p><p><blockquote>波音公司在克服 A320 的主要竞争对手 737 Max 全球停飞方面也取得了进展。这家美国飞机制造商上月底重申,计划在 2022 年初将单通道喷气式飞机的产量逐步提高至每月 31 架。</blockquote></p><p>Wide-Body Plans</p><p><blockquote>宽体平面图</blockquote></p><p>Larger twin-aisle aircraft are expected to take longer to recover as long-distance travel lags behind the rebound in regional hops. Airbus said it will keep production of its A330 planes at two per month, while looking to lift A350 output to six per month from five in the second half of 2022. Both are powered by Rolls-Royce engines.</p><p><blockquote>由于长途旅行落后于支线跳跃的反弹,预计较大的双通道飞机需要更长的时间才能恢复。空客表示,将把 A330 飞机的产量保持在每月两架,同时希望在 2022 年下半年将 A350 飞机的产量从每月 5 架增加到每月 6 架。两者均由劳斯莱斯发动机提供动力。</blockquote></p><p>In signaling to suppliers to prepare for the ramp-up, Airbus will be hoping to avoid a repeat of the reversal suffered after it announced an increase in production last October as coronavirus lockdowns were first lifted.</p><p><blockquote>空客向供应商发出信号,要求他们为增产做好准备,希望避免重蹈去年 10 月冠状病毒封锁首次解除后宣布增产的覆辙。</blockquote></p><p>When a new wave of infection emerged it slowed down its plans in January, retreating from goal of reaching 47 A320s a month by July.</p><p><blockquote>当新一波感染出现时,该公司在 1 月份放缓了计划,放弃了到 7 月份每月达到 47 架 A320 的目标。</blockquote></p><p>Faury will also want to be sure that both suppliers and Airbus’s own factories can cope with the stresses of record monthly rates. Airbus suffered delays in handovers prior to the pandemic as it struggled to comply with customization requests for the A321 version, prompting a cut to the 2019 delivery target.</p><p><blockquote>福里还希望确保供应商和空客自己的工厂都能应对创纪录的月费压力。在大流行之前,空客在交付方面遭遇了延误,因为它难以满足 A321 版本的定制要求,导致 2019 年交付目标被削减。</blockquote></p><p></p><p>Earlier this month, Airbus said that it had restarted work converting a French assembly line once used for its A380 super-jumbo to build single-aisle jets. It should be operational by the end of 2022.</p><p><blockquote>本月早些时候,空中客车公司表示,已重新开始改造一条法国装配线,该装配线曾用于其 A380 超大型客机,以制造单通道喷气式飞机。它应该会在2022年底投入运营。</blockquote></p><p>Back in 2018, Airbus had been touting build rates of 70 or even 75 a month, but under Faury it reined in those ambitions. When the pandemic hit, the plan was to lift A320 series production to 63 a month, with Airbus looking at adding a further one or two to the total.</p><p><blockquote>早在 2018 年,空客就曾吹捧每月 70 架甚至 75 架的制造速度,但在福里的领导下,它控制了这些野心。当疫情袭击时,计划将A320系列的产量提高到每月63架,空客正在考虑在总数上再增加一到两架。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/airbus-sets-plan-boost-output-143418797.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/airbus-sets-plan-boost-output-143418797.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121857498","content_text":"Airbus SE said it’s preparing to gear up production of its best-selling A320-series jets beyond pre-pandemic levels within two years, sending a jolt of optimism into an aviation sector primed for a global recovery.Aerospace shares jumped in Europe and the U.S. after the world’s largest maker of commercial jetliners told suppliers to be ready to raise output of the narrow-body planes to a rate of 64 per month by the second quarter of 2023.That figure could rise to 70 a month early the following year, with 75 a possibility by 2025, Airbus said in a statement Thursday. Reaching that level would almost double its current, pandemic-depressed output.The ambitious plan stands out in an industry that’s still struggling to gain traction after Covid-19 wiped out demand for air travel. Despite short-term flareups in the pandemic, the longer-term picture has brightened with the global rollout of vaccines. Airbus and U.S. rival Boeing Co. have been showing more confidence as airlines ramp up schedules for shorter flights. Still, the industry faces its next challenge with pressure to lower carbon emissions.“We think it is premature, but Airbus is the one with a constant dialog with airline customers, and it has called things pretty well to date,” said Sandy Morris, an analyst with Jefferies. He said he’s concerned about further disruption from the pandemic and initiatives to cut emissions. “Nonetheless, Airbus will know all that too.”Airbus shares surged 10% to 107.50 euros in Paris for their biggest intraday gain since November. In Europe, engine and component supplier Safran SA rose 4.6%, while Rolls-Royce Holdings Plc, which provides turbines for bigger planes, advanced 4.8%.Chicago-based Boeing was up 4.1% at 10:02 a.m. in New York, after the head of Southwest Airlines Co., a big 737 customer, told the Dallas Morning News the discount carrier could grow by “hundreds of planes.” Engine supplier General Electric Co. added 4%, while Raytheon Technologies Corp., which owns Pratt & Whitney, gained 1.8%.Web of SuppliersThe Airbus announcement will give makers of parts ranging from engines to seats and avionics time to invest and be ready when demand returns.Airbus’s comments are aimed partly at stress-testing its vast web of suppliers to ensure they can meet higher targets, while signaling to customers that it can comply with delivery requirements and won’t be open to order deferrals or cancellations, said Agency Partners analyst Sash Tusa.Airbus and Boeing count on thousands of manufacturers who contribute to making commercial jetliners that can cost $100 million or more.“The message to our supplier community provides visibility to the entire industrial ecosystem to secure the necessary capabilities and be ready when market conditions call for it,” Airbus Chief Executive Officer Guillaume Faury said in the statement.Near-Term JumpAirbus, based in Toulouse, France, has widened its lead in single-aisle planes over Boeing during the pandemic.With Thursday’s announcement, the company confirmed earlier plans to raise production to 43 A320-family planes per month in the third quarter of this year, reaching 45 in the fourth quarter. The figure stands at 40 per month now, a third lower than it was when the outbreak hit in early 2020.Airbus also plans to boost output of the smaller A220 to six per month from five in early 2022, with a 14 a month envisioned by the middle of the decade. Hitting that target will require significant further orders, Tusa said.Boeing has also made progress getting past a global grounding of its 737 Max, the chief rival to the A320. The U.S. planemaker reiterated late last month that it plans to gradually increase production of the single-aisle jet to 31 a month in early 2022.Wide-Body PlansLarger twin-aisle aircraft are expected to take longer to recover as long-distance travel lags behind the rebound in regional hops. Airbus said it will keep production of its A330 planes at two per month, while looking to lift A350 output to six per month from five in the second half of 2022. Both are powered by Rolls-Royce engines.In signaling to suppliers to prepare for the ramp-up, Airbus will be hoping to avoid a repeat of the reversal suffered after it announced an increase in production last October as coronavirus lockdowns were first lifted.When a new wave of infection emerged it slowed down its plans in January, retreating from goal of reaching 47 A320s a month by July.Faury will also want to be sure that both suppliers and Airbus’s own factories can cope with the stresses of record monthly rates. Airbus suffered delays in handovers prior to the pandemic as it struggled to comply with customization requests for the A321 version, prompting a cut to the 2019 delivery target.Earlier this month, Airbus said that it had restarted work converting a French assembly line once used for its A380 super-jumbo to build single-aisle jets. It should be operational by the end of 2022.Back in 2018, Airbus had been touting build rates of 70 or even 75 a month, but under Faury it reined in those ambitions. When the pandemic hit, the plan was to lift A320 series production to 63 a month, with Airbus looking at adding a further one or two to the total.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3007,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/135130637"}
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