📰 ReutersReutersCodex · 实盘不做把握 8/10
北京时间·🕒 发布 19:55:06时区推断·⟳ 抓取 19:57:49·⚡ 决策 07-28 19:58:38 +49s·90.9 天前
空客A350-1000ULR完成超长航程测试，支持澳航2027年Project Sunrise航线计划
这次只是已知Project Sunrise交付前的飞行测试里程碑，未披露新增订单、价格、交付提前或利润增量。
📄 原文Reuters↗ 原文
Airbus (AIR.PA) completed a marathon test flight lasting more than 24 hours that triggered a surge in online tracking,…
不做 空中客车（AIR.FR）
已知Project Sunrise项目的测试飞行进展，未披露新增订单、交付提前或财务增量，超大市值主标的短线无明确edge。
不做 澳洲航空（QAN.AU）
2027年航线计划和12架订单为既有信息，本次仅为测试里程碑，无法形成短周期同向交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这次只是已知Project Sunrise交付前的飞行测试里程碑，未披露新增订单、价格、交付提前或利润增量。
- 澳航12架改装A350-1000ULR订单和2027年首架交付计划并非本次新增事实，短线难形成可交易预期差。
主要风险
- 若后续出现交付提前、追加订单或监管认证突破，需要作为新催化重新评估。
原文全文
展开原文 · 1,826 字
Airbus (AIR.PA) completed a marathon test flight lasting more than 24 hours that triggered a surge in online tracking, when an A350 jet being developed for record-beating commercial flights touched down in France from Melbourne on Tuesday.
The test marks a key step in Qantas' (QAN.AX) Project Sunrise, which aims to launch the world's longest commercial passenger services and reshape long-haul travel by eliminating stopovers between Australia and Europe.
The specially adapted A350-1000ULR airliner is due to debut with the Australian carrier's nonstop Sydney-London route from 2027. Airbus has been conducting a two-month test campaign on the aircraft since June.
Airbus said the aircraft, which boasts a specially designed extra fuel tank, remained in the air for 24 hours and 24 minutes, covering 23,075 km (14,338 miles) without stopping, before landing at the plane's factory in Toulouse, France.
Flight-tracking provider Flightradar24 said the trip was the second-most-tracked flight ever on its channels—behind a 2024 flight carrying Queen Elizabeth II's coffin—with more than 3.6 million people following its progress northwards via Canada.
In 2005, a Boeing 777-200LR Worldliner flew 21,601.7 km (13,422 miles) from Hong Kong to London in 22 hours and 42 minutes.
Qantas has ordered 12 modified A350-1000ULR aircraft, designed to connect Australia's east coast with London and New York in about 20 hours. The services aim to turn what was once a five-day journey on the "Kangaroo Route" to London into a single flight lasting 19 to 21 hours, depending on routing and winds.
The first aircraft, which carries 20,000 litres of fuel and can seat 238 passengers, is due for delivery in April 2027. Qantas expects to operate daily nonstop flights between Sydney and London from October 2027.
The test marks a key step in Qantas' (QAN.AX) Project Sunrise, which aims to launch the world's longest commercial passenger services and reshape long-haul travel by eliminating stopovers between Australia and Europe.
The specially adapted A350-1000ULR airliner is due to debut with the Australian carrier's nonstop Sydney-London route from 2027. Airbus has been conducting a two-month test campaign on the aircraft since June.
Airbus said the aircraft, which boasts a specially designed extra fuel tank, remained in the air for 24 hours and 24 minutes, covering 23,075 km (14,338 miles) without stopping, before landing at the plane's factory in Toulouse, France.
Flight-tracking provider Flightradar24 said the trip was the second-most-tracked flight ever on its channels—behind a 2024 flight carrying Queen Elizabeth II's coffin—with more than 3.6 million people following its progress northwards via Canada.
In 2005, a Boeing 777-200LR Worldliner flew 21,601.7 km (13,422 miles) from Hong Kong to London in 22 hours and 42 minutes.
Qantas has ordered 12 modified A350-1000ULR aircraft, designed to connect Australia's east coast with London and New York in about 20 hours. The services aim to turn what was once a five-day journey on the "Kangaroo Route" to London into a single flight lasting 19 to 21 hours, depending on routing and winds.
The first aircraft, which carries 20,000 litres of fuel and can seat 238 passengers, is due for delivery in April 2027. Qantas expects to operate daily nonstop flights between Sydney and London from October 2027.
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