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北京时间·🕒 发布 01:08:02时区推断·⟳ 抓取 01:08:31·⚡ 决策 07-29 01:09:39 +1m08s·91.0 天前
空客完成澳航超远程A350测试飞行,推进Project Sunrise认证
本次是已披露Project Sunrise交付计划中的测试飞行里程碑,不是新增订单、价格、交付量或利润指引。
📄 原文Seeking Alpha↗ 原文
Airbus completes 24-hour test flight for Qantas' ultra-long-haul jet
Airbus (EADSF)(EADSY) completed a nonstop test flight lasting more than 24 hours on Tuesday, advancing development of t…
不做 空中客车(EADSF.US)
仅为既有Project Sunrise认证测试进展,无新增订单、交付提前或市值级业绩增量,超大市值软催化不做。
不做 澳洲航空(QABSY.US)
航线计划和12架定制A350订单此前已披露,本次试飞不足以直接改变短期收入、利润或客座率预期,不做。
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
- 本次是已披露Project Sunrise交付计划中的测试飞行里程碑,不是新增订单、价格、交付量或利润指引。
- 空客和澳航均为大体量航空链主体,12架定制A350订单早已存在,单次认证进展难以形成短周期可量化重定价。
主要风险
- 若后续出现正式适航认证、交付提前或新增大额订单,需按新事件重新评估。
原文全文
展开原文 · 1,803 字
Airbus (EADSF)(EADSY) completed a nonstop test flight lasting more than 24 hours on Tuesday, advancing development of the ultra-long-range A350 aircraft that will power Qantas Airways' (QABSY)(QUBSF) planned nonstop flights between Australia and Europe.
The specially modified A350-1000ULR flew from Melbourne to Airbus' headquarters in Toulouse, France, remaining airborne for 24 hours and 24 minutes while covering 23,075 kilometers (14,338 miles). The flight is part of a two-month certification campaign that began in June.
For investors, the milestone keeps Airbus and Qantas on track for Project Sunrise, an ambitious initiative that could redefine long-haul travel. The program gives Airbus a showcase for its long-range widebody technology while allowing Qantas to differentiate itself with nonstop flights that eliminate traditional refueling stops between Australia and major global cities.
Airbus said the aircraft features an additional fuel tank to support flights lasting up to 20 hours. Qantas plans to use the model for nonstop routes linking Sydney with London and New York.
The high-profile test flight also drew widespread public attention. Flight-tracking service Flightradar24 said more than 3.6 million people followed the aircraft's progress, making it the second-most-tracked flight in the platform's history.
Qantas has ordered 12 customized A350-1000ULR aircraft. The first is scheduled for delivery in April 2027, with daily nonstop Sydney-London service expected to begin in October of that year.
The aircraft will seat 238 passengers and carry approximately 20,000 liters of additional fuel, enabling flights of roughly 19 to 21 hours depending on weather and routing. The new service will replace journeys that once required multiple stopovers with a single nonstop flight.
The specially modified A350-1000ULR flew from Melbourne to Airbus' headquarters in Toulouse, France, remaining airborne for 24 hours and 24 minutes while covering 23,075 kilometers (14,338 miles). The flight is part of a two-month certification campaign that began in June.
For investors, the milestone keeps Airbus and Qantas on track for Project Sunrise, an ambitious initiative that could redefine long-haul travel. The program gives Airbus a showcase for its long-range widebody technology while allowing Qantas to differentiate itself with nonstop flights that eliminate traditional refueling stops between Australia and major global cities.
Airbus said the aircraft features an additional fuel tank to support flights lasting up to 20 hours. Qantas plans to use the model for nonstop routes linking Sydney with London and New York.
The high-profile test flight also drew widespread public attention. Flight-tracking service Flightradar24 said more than 3.6 million people followed the aircraft's progress, making it the second-most-tracked flight in the platform's history.
Qantas has ordered 12 customized A350-1000ULR aircraft. The first is scheduled for delivery in April 2027, with daily nonstop Sydney-London service expected to begin in October of that year.
The aircraft will seat 238 passengers and carry approximately 20,000 liters of additional fuel, enabling flights of roughly 19 to 21 hours depending on weather and routing. The new service will replace journeys that once required multiple stopovers with a single nonstop flight.
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