商业触角遍及港口、电力等诸多领域的亿万富豪高塔姆·阿达尼 （Gautam Adani）控股的阿达尼国防与航空航天公司 （Adani Defence & Aerospace），已与巴西航空工业公司 （Embraer）达成合作，将在印度建厂组装商用喷气式飞机，以在印度蓬勃发展的旅游出行市场中 抢占机遇。 巴西航空工业公司生产的E195-E2和E175机型。图片来源：EMBRAER 原文标题：《旅游出行热潮兴起，亿万富豪高塔姆·阿达尼与巴西航空工业公司携手在印度造飞机》 据巴西航空工业公司周二发布的声明，双方将合作建设一座飞机组装工厂，并同步推进供应链、售后服务以及飞行员培训等配套运营体 系的建设。双方未披露财务细节及工厂选址。 阿达尼国防与航空航天公司董事杰特·阿达尼 （Jeet Adani）在声明中表示："区域航空是经济扩张的支柱。随着航空网络覆盖到二线和三 线城市，打造本土化的区域航空生态体系已变得至关重要。" 巴西航空工业公司估计，未来20年内，印度至少需500架座位数在80至146之间的小型商用喷气客机。根据国际航空运输协会 （IATA）的 数据，自疫情以来，印度航空客运量强劲反弹，自2020年6300万 ...

巴西航空工业公司于2026年2月3日证实，乌兹别克斯坦是此前未披露的C-390"千禧年"军用运输机订单 的客户，标志着该国加入该计划，并成为第一个运营该平台的中亚国家。 乌兹别克斯坦的决定增加了已经选择C-390的国家名单，包括巴西、葡萄牙、匈牙利、大韩民国、荷 兰、奥地利、捷克共和国、瑞典、斯洛伐克、立陶宛和乌兹别克斯坦本身。巴西航空工业公司将这种飞 机定位为多个地区老化的苏联时代和西方运输机队的替代品。 据巴西航空工业公司称，乌兹别克斯坦空军将把C-390主要用于军事运输和人道主义任务，扩大其在长 距离和复杂地形中运送人员、设备和救援物资的能力。该公告正式确认乌兹别克斯坦是C-390运营商不 断增长的国际机队中的最新客户。 对于中亚来说，C-390的引入代表着向军事航空合作伙伴关系多元化和用现代平台更新空运能力迈出了 一步，该平台可以支持国防任务和灾难应对行动。乌兹别克斯坦的地理位置包括沙漠、山脉和偏远地 区，这为灵活的航空运输资产提供了额外的价值。 作品声明：仅在头条发布，观点不代表平台立场 正如巴西航空工业公司所指出的，作为更新其空军后勤和机动资产的更广泛努力的一部分，该飞机将在 乌兹别克斯坦空运能力 ...

Core Insights - Embraer S.A. (EMBJ) stock has increased by 20.9% since the last report, outperforming the S&P 500, which remained relatively flat [1] Company Performance - The recent performance of Embraer S.A. brings the total price return to a notable level, indicating strong market interest and potential growth in the aerospace sector [1] Analyst Background - The analysis is conducted by an experienced aerospace, defense, and airline analyst with a background in aerospace engineering, focusing on identifying investment opportunities within the industry [1]

Core Insights - Brazilian planemaker Embraer's firm order backlog reached a record $31.6 billion at the end of the fourth quarter, marking a 20% increase from the previous year [1] Company Summary - Embraer's firm order backlog is at an all-time high of $31.6 billion [1] - The backlog has increased by 20% compared to the same period last year [1]

India's Adani Group and Brazil's Embraer SA announced on Tuesday a partnership to establish a regional transport aircraft venture in India, with plans covering manufacturing, assembly, and increased l... ...

Core Insights - Brazilian planemaker Embraer aims to restore annual deliveries to pre-pandemic levels of around 100 units within the next two years and then grow further following a recent boom in orders for its regional jets [1] Company Summary - Embraer is focusing on increasing its annual aircraft deliveries to approximately 100 units, which aligns with pre-pandemic levels [1] - The company has experienced a surge in orders for its regional jets, indicating a positive market demand [1] Industry Summary - The aviation industry is witnessing a recovery, with companies like Embraer capitalizing on the increased demand for regional jets [1] - The planemaker's strategy reflects broader trends in the industry as it adapts to post-pandemic market conditions [1]

其中空客A320系列受影响最为严重，2024年初停场率飙升至40%以上，夏季回落后年底反弹，2025年 末再度升至30%以上。业内推测，若此波动态势延续，2026年停场率有望下降，目前发动机维修效率提 升已在一定程度缓解冬季停场峰值。空客A220、巴航工业E2系列停场率约25%；作为行 业基准，CFM56发动机窄体机队2025年12月停场率为21%，其继任者Leap系列表现亮眼，停场率稳定在 12%左右。 针对上述问题，普惠母公司正推进GTF高温部件增强套件启用及2026年升级版发动机推广，以缓解运营 压力。（建勋） 本报讯 近期，普惠GTF发动机因耐久性问题导致搭载机型停场率周期性波动，成为航空业关注焦点。 这一波动受发动机故障及维修周转影响，与竞品发动机的稳健表现形成鲜明对比，行业分化态势显著。 本次分析以飞机月停场天数占比为指标，早在2023年，普惠便披露该发动机高压涡轮叶片缺陷，需检查 600台，因备用机短缺，多家航司被迫停场部分飞机保障运营。 （来源：中国航空报） ...

Group 1 - The core point of the article is that Safran Group has agreed to sell its 50% stake in the joint venture EZAir located in Mexico to its partner Embraer, with the specific transaction amount undisclosed [2] - According to the agreement, Safran will transfer all related rights from its manufacturing facility in Chihuahua, Mexico, along with corresponding after-sales service operations and certain engineering and production activities within Brazil [2] - After the completion of the transaction, the portion of Safran's cabin business related to Embraer's projects in Brazil will be handed over to Embraer, while the remaining engineering and technical services segment will still be under Safran's control [2]

Core Insights - Brazilian planemaker Embraer delivered 91 aircraft in the fourth quarter of 2025, representing a 21% increase compared to the same quarter the previous year [1] Company Performance - Embraer achieved a total of 91 aircraft deliveries in Q4 2025, marking a significant growth of 21% year-over-year [1]

Core Viewpoint - Embraer has secured a loan of 1.09 billion Brazilian Reais from BNDES to support the production of commercial aircraft for international markets [1] Group 1: Financial Support - The loan has been approved by the Brazilian Development Bank (BNDES) and was officially announced on November 25 [1] - The funding will assist Embraer in meeting delivery schedules agreed upon with various Brazilian aircraft importers [1] Group 2: Production and Delivery Expectations - Embraer, a leading manufacturer of regional jets with fewer than 150 seats, expects to deliver between 77 and 85 commercial aircraft in 2025 [1] - In 2022, the company delivered 73 aircraft, while the expected delivery for 2023 is 64 aircraft [1] - When combining commercial and defense/security aircraft, the total expected deliveries for 2024 are projected to be 206 units, up from 181 in 2023 [1]