金吾财讯 | 航空股盘前走低，达美航空(DAL)跌1.16%，美国航空(AAL)跌1.18%，阿拉斯加航空(ALK)跌0.79%，波音(BA)跌0.74%。消息面上，国际航空运输协会（IATA，简称“国际航协”）与奥纬咨询近日合作发布的研究报告《重振商业飞机供应链》显示，新飞机和零部件生产速度缓慢预计将导致2025年航空运输业成本增加超过110亿美元。另外，波音和空客在飞机认证和交付方面遭遇“前所未有”的延误，航空公司表示，这些问题正在抑制其增长和减碳计划的推进。法航-荷航集团首席执行官Ben Smith表示，延误正导致主要欧洲航空公司出现严重积压。所有供应商的进度都在滞后。“我们都不太指望短期内情况会有所改善。”自疫情重创供应链以来，全球两大飞机制造商一直难以按期交付产品。德国汉莎航空和英国航空母公司国际航空集团仍在等待波音777X交付，该机型已推迟投入市场六年。美国政府停摆进一步加剧了延误，导致飞机检查工作停滞。
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