异动解读 | 空客交付量保持强劲,GE航空航天盘中大涨5.05%

异动解读
Apr 10

周三盘中,GE航空航天股价大涨5.05%,引发市场关注。这一涨幅可能与空中客车公司最新公布的飞机交付数据有关。

据报道,空中客车公司周三确认,3月份交付了71架喷气式飞机,使第一季度的交付量达到136架。虽然较去年同期的142架略有下降,但仍保持较高水平。值得注意的是,空客全年目标是交付820架飞机,这对其供应商来说是一个积极信号。

GE航空航天是CFM国际公司的共同所有者之一,而CFM是空客最大的发动机供应商。空客此前曾表示,第一季度的交付量主要受到CFM公司发动机短缺的制约。然而,CFM已将部分供应提前至上个季度,以帮助空客实现2024年的目标。这一举措不仅显示了GE航空航天在航空业供应链中的重要地位,也暗示了其未来业务增长的潜力,这可能是推动其股价上涨的主要原因。

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