中国航空新闻网讯：据外媒8月21日报道，美国工会组织"国际机械师协会"(IAM)的高层与一名美国民主 党国会议员加入了波音工人在圣路易斯工厂的罢工，该工厂负责生产波音防务装备。参与罢工的波音员 工敦促波音公司签订一份与西雅图地区员工协议条款更接近的合同。 据悉，工会要求的协议包括四年内通用薪资上涨38%、提高退休计划供款、恢复年度奖金、1.2万美元 签约奖金，并要求波音承诺如果在合同有效期内启动新项目，波音的下一代商用客机须在西雅图地区生 产。然而，波音公司全球服务部美国政府服务部副总裁丹・吉列安（DanGillian）表示，该提议已遭国 际机械师与航空航天工人协会（IAM）中3200名成员否决。 目前，波音公司与工会双方官员均表示，没有恢复谈判的计划。 ...

Core Insights - Boeing and Airbus are experiencing challenges in meeting the rising demand for airplanes, which has led to a notable increase in their stock prices [1]. Group 1: Company Performance - Both Boeing and Airbus have seen significant stock price increases, indicating positive market sentiment despite operational challenges [1]. Group 2: Industry Context - The aerospace, defense, and airline sectors are characterized by substantial growth prospects, with ongoing developments likely to impact investment strategies [1].

Company Culture & Labor Relations - Boeing CEO is attempting to rebuild the company culture from the factory floor [1] - Labor activism is on the rise, posing a test to the CEO's efforts [1] Industry Trend - Increased labor activism is at levels not seen in decades [1]

Group 1: Leadership Changes - Boeing China President Liu Qing has recently retired, with Carol Shen appointed as the acting Managing Director, a position that previously did not exist [1] - Liu Qing, who took over as Boeing China President in 2023, had a background in government relations and leadership roles at Ford and Chrysler [1] - During Liu Qing's tenure, Boeing faced regulatory crises and strikes that impacted aircraft production and delivery [1] Group 2: Financial Performance - Boeing reported a 35% year-on-year revenue increase to $22.75 billion in Q2 2025, driven by a significant rise in commercial aircraft deliveries [2] - Despite the revenue growth, Boeing still recorded a net loss of $612 million in Q2, although this was a substantial improvement from a net loss of $1.439 billion in the same period last year [2] Group 3: Delivery and Orders - In Q2, Boeing delivered 150 commercial aircraft, a significant increase from 93 aircraft delivered in the same quarter last year, marking the highest delivery volume for that period since 2018 [3] - Boeing's production of the 737 model has increased to 38 units per month, with plans to raise it to 42 units later this year; the production of the 787 model has also increased from 5 to 7 units per month [3] - The company secured 455 net aircraft orders in Q2, including large orders from Qatar Airways and British Airways [3] Group 4: Trade and Supply Chain Challenges - Ongoing US-China trade negotiations create uncertainty for Boeing's orders and deliveries, as China is its largest overseas market [4] - The introduction of a 125% tariff on US aircraft in April led to a temporary suspension of aircraft deliveries to Chinese airlines, which resumed in June [4] - Current negotiations have exempted certain aircraft and engine parts from tariffs, allowing Chinese airlines to import aircraft at previous tax rates [4] Group 5: Industry-Wide Supply Chain Issues - The pandemic caused significant reductions in aircraft deliveries, leading to layoffs of up to 50% among manufacturers and suppliers, complicating recovery efforts [5] - The global backlog of undelivered aircraft has exceeded 17,000 units, double the pre-pandemic average, indicating potential delivery delays of up to 14 years [6] - Boeing's backlog at the end of the first half of the year reached $619 billion, with over 5,900 commercial aircraft orders valued at $522 billion [6]

Group 1: Leadership Changes - Boeing China President Liu Qing has recently retired, with Carol Shen appointed as the acting Managing Director, a position that previously did not exist [2] - Liu Qing, who took over as Boeing China President after Sherry Carbary's retirement, had a background in government relations and leadership roles in automotive companies [2] - Liu Qing's tenure saw Boeing facing regulatory crises and strikes that impacted aircraft production and delivery, but the company is now gradually restoring production capacity [2] Group 2: Delivery and Orders Recovery - Boeing reported a 35% year-on-year revenue increase to $22.75 billion in Q2 2025, driven by a significant rise in commercial aircraft deliveries, although the company still posted a net loss of $612 million, an improvement from $1.439 billion the previous year [3] - In Q2, Boeing delivered 150 commercial aircraft, up from 93 in the same period last year, marking the highest delivery count for that quarter since 2018 [4] - Boeing's production of the 737 model has increased to 38 units per month, with plans to raise it to 42 units later this year, while the production of the wide-body 787 model has risen from 5 to 7 units per month [4] Group 3: Tariffs and Supply Chain Challenges - Ongoing U.S.-China trade negotiations create uncertainty for Boeing's orders and deliveries, as China is Boeing's largest overseas market [5] - In April, U.S. tariffs imposed a 125% tax on imported American aircraft, causing Chinese airlines to pause Boeing aircraft acceptance until June [6] - Currently, during a "buffer period" in trade negotiations, certain aircraft and engine parts are exempt from tariffs, allowing Chinese airlines to import aircraft at previous tax rates [6] Group 4: Backlog and Supply Chain Issues - The global backlog of undelivered aircraft exceeds 17,000 units, significantly higher than pre-pandemic levels, indicating potential delivery times of up to 14 years [7] - Boeing's total backlog at the end of the first half of the year reached $619 billion, with commercial aircraft backlog exceeding 5,900 units valued at $522 billion [7]

Core Insights - SpaceX is currently valued at approximately $400 billion and plays a crucial role in U.S. space access, having evolved significantly since its founding in 2002 by Elon Musk [1][6] Company Development - SpaceX was established using funds from Elon Musk's PayPal sale, with the initial goal of developing the Falcon 1 rocket to compete against existing launch providers [1] - The company faced challenges, including three failed launches of the Falcon 1 before securing government contracts that provided essential funding [3][4] Government Contracts - In 2008, NASA awarded SpaceX a $1.6 billion contract for Commercial Resupply Services, which was pivotal for the company's survival and growth [5] - This contract involved using the Falcon 9 rocket and Dragon capsule for 12 missions to the International Space Station [5] - In 2014, SpaceX received an additional $2.6 billion contract from NASA to develop vehicles for transporting astronauts [5] Market Dominance - SpaceX has become a dominant player in the space market, conducting a record 134 orbital launches in 2024, which accounted for 83% of all spacecraft launched that year [6] - The company’s Falcon 9 rocket and Dragon capsule are the primary vehicles for NASA's missions to the International Space Station [7] Technological Contributions - SpaceX's Starlink satellites provide essential internet access to remote areas and support U.S. allies during conflicts [7] - The company is also developing the Starship rocket for lunar missions and a network of spy satellites under a $1.8 billion contract with the U.S. government [7] Industry Impact - SpaceX has transformed the space industry by lowering launch costs, fostering a community of companies with access to space, and influencing competitors like Amazon and OneWeb to utilize its launch services [8]

Group 1 - CEO Kelly Ortberg is making significant improvements at Boeing, although not to the extent of GE Aerospace's CEO Larry Culp [1] - Boeing's board has been strengthened with industrial leaders, including Carrier Global CEO David Gitlin and former GE Aviation CEO David Joyce, which reflects positively on the decision to hire Ortberg [2] - Since Ortberg's appointment in August 2024, Boeing has increased its 737 MAX production rate to 38 per month and plans to seek FAA approval to raise it to 42 per month [3] Group 2 - The defense segment, Boeing Defense, Space & Security (BDS), has shown notable recovery under Ortberg's leadership, with the replacement of BDS CEO Ted Colbert by Steve Parker [4] - BDS has reported profitability again after a period of losses, indicating improved cost management and execution [6] - BDS has maintained its estimated-at-completion cost forecasts for two consecutive quarters, which is significant for the business's financial health [6]

多家媒体近期公布了本月21日晚间，马来西亚皇家空军一架F/A-18D"大黄蜂"战斗机在彭亨州关丹空军 基地突发事故坠毁时的现场视频。 此前报道显示，战机坠毁时，两名飞行员弹射逃生。 F/A-18D"大黄蜂"是美国麦道公司（现波音）研制的一款战机，除美军使用外也销售给多个国家。其后 续改进型号F/A-18E及F型，目前为美国海军广泛使用，近期屡屡发生事故。 视频显示，战机在离开地面后不久，机尾处疑似发生了一次爆炸，随后喷射出大量火花。另一则视频则 记录了战机坠毁后，远处升腾起一个火球。 ...

Labor Relations - Boeing and union leaders will hold formal talks next week to resolve a three-week strike at St Louis-area defense factories [1] Defense Industry - The strike impacts Boeing's defense factories in the St Louis area [1]

Core Points - The Boeing-built X-37B Orbital Test Vehicle successfully launched on its eighth mission aboard a SpaceX Falcon 9 rocket from Kennedy Space Center on August 21, 2025 [1][3] - This mission features an integrated service module from Boeing to enhance payload capacity for various experimental activities in orbit [2] - The X-37B has completed seven previous missions, accumulating over 4,200 days in space since its first flight in 2010 [4] Company and Industry Insights - Boeing is a leading global aerospace company and a top U.S. exporter, involved in the development, manufacturing, and servicing of commercial airplanes, defense products, and space systems for customers in over 150 countries [5] - The X-37B program is a collaboration between the U.S. Air Force Rapid Capabilities Office and the U.S. Space Force, with Boeing responsible for the design, construction, integration, and operation of the reusable spaceplane [4] - The current mission includes technology demonstrations such as laser communications and a quantum inertial sensor, aimed at improving navigation capabilities in environments where GPS is unavailable [3]