异动解读 | 供应链问题困扰,GE航空航天盘前大跌5.02%

异动解读
12 Jun

周四盘前,GE航空航天(GE)股价大跌5.02%,投资者对该公司面临的供应链挑战表示担忧。

据报道,空中客车商用飞机业务首席执行官克里斯蒂安·谢勒(Christian Scherer)表示,尽管整体供应链已"明显改善",但CFM提供的单通道飞机发动机仍存在供应瓶颈。CFM是由GE航空航天和法国赛峰集团共同拥有的合资企业,为畅销的空客A320neo系列飞机提供超过一半的发动机。

谢勒透露,目前有近40架已完工的飞机停在工厂等待发动机。这一消息可能引发了投资者对GE航空航天业务前景的担忧,导致其股价在盘前交易中大幅下跌。尽管CFM高管此前表示供应链已有所改善,但这一最新消息表明,供应链问题仍然是航空航天行业面临的重大挑战。投资者将密切关注GE航空航天如何应对这些挑战,以及这些问题可能对公司未来的收入和盈利造成的影响。

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