波音一天交付中方三架飞机 金十数据7月15日讯，据彭博新闻社网站7月15日报道，波音公司13日向中国的航空公司交付了三架飞 机。报道称，同一天交付三架飞机的情况非常罕见。根据航空飞行集团的跟踪数据和对24小时飞行雷达 网站飞行动向的分析，13日的飞机交付使得波音本月对中国的飞机交付量至少达到5架。这将使自6月初 飞机交付恢复以来的总飞机交付数量达到13架。 （参考消息） ...

Core Viewpoint - The Indian aviation authority has mandated an urgent inspection of certain Boeing aircraft following a tragic accident involving an Air India flight, raising concerns about Boeing's safety and quality issues [1][2][4]. Group 1: Accident Details - On June 12, an Air India flight from Ahmedabad to London crashed shortly after takeoff, resulting in 241 fatalities out of 242 passengers, with 19 additional casualties on the ground [1]. - The crash is noted as one of the deadliest aviation disasters in the past decade and the first involving the Boeing 787 "Dreamliner" [1]. Group 2: Investigation Findings - The preliminary report from the Indian Aircraft Accident Investigation Bureau (AAIB) indicated that the aircraft's landing gear did not retract properly after takeoff, which is against standard procedures [4][6]. - The report confirmed that the aircraft's flaps were set to the correct position for takeoff, contradicting initial assumptions about flap retraction issues [4][6]. - Critical data from the black box revealed that the fuel control switches for both engines were switched from "Run" to "Cutoff" shortly after takeoff, leading to a rapid decrease in engine thrust [7][8]. Group 3: Potential Causes - The investigation has not definitively concluded whether the fuel switches were turned off due to mechanical failure, human error, or other factors [8][12]. - The design of the fuel control switches includes multiple safety features to prevent accidental operation, raising questions about how they were turned off [9][12]. - Preliminary findings suggest that the switches may have been manually turned off, but the exact circumstances remain unclear [13][14]. Group 4: Public and Industry Reaction - The initial report has sparked controversy in India, with public opinion suggesting that it too quickly absolves Boeing of responsibility [14][15]. - Critics argue that the report lacks sufficient evidence and transparency, as it does not provide original black box data or cockpit recordings to support its conclusions [14][15].

Core Point - The European Union has finalized a countermeasure list targeting $72 billion worth of U.S. goods, including Boeing aircraft, automobiles, and bourbon whiskey [1] Group 1 - The countermeasures will also apply to machinery products, chemicals, plastics, medical devices, electrical equipment, wine, and other agricultural products [1]

Trade Relations - The EU has finalized a second list of countermeasures targeting US goods worth €72 billion (approximately $842 billion)[1] - The countermeasures include Boeing aircraft, automobiles, and bourbon [1] Potential Retaliation - The EU's countermeasures will be implemented if it decides to retaliate [1]

Core Insights - Boeing has shown significant improvement in aircraft deliveries, with 280 aircraft delivered in the first half of 2025, a 60% increase compared to 175 in the same period of 2024 [2][5] - The production rate of the Boeing 737 is currently capped at 38 per month, with an expected review by the FAA to potentially increase this to 47 per month by the end of the year [3] - The production of the Boeing 787 has also increased, with 37 units produced in the first half of 2025 compared to 22 in the same period in 2024, reaching a production rate of 8 aircraft per month [4] Deliveries and Financial Health - Deliveries are crucial for Boeing's financial health, as payments are primarily made upon delivery; June 2025 saw 60 aircraft delivered, marking a 27% increase from June 2024 [5] - In June, Boeing delivered 8 aircraft to China, including 5 737s, 2 777s, and 1 787, following a negotiated exemption that allowed deliveries to resume after a previous halt [6] Orders and Market Performance - June 2025 also saw strong order activity, with new orders for 54 737s and 62 787s, including a significant order of 32 aircraft from British Airways [6] - Although June's bookings did not surpass May's, which were among the highest in company history, the overall market sentiment remains positive, with Boeing's stock increasing over 20% since the new CEO's appointment [7] Strategic Focus and Challenges - The new CEO's turnaround plan emphasizes safety as a foundation for profitability, and the growth in production supports this strategy [8] - Despite positive trends, Boeing faces challenges, including the recent crash of an Air India Boeing 787, which has led to scrutiny of fuel control switches [9][10] - Labor relations are also a concern, with the IAM authorizing a potential strike if contract negotiations fail, which could impact production in the defense sector [11] - Ongoing tariff issues contribute to supply chain instability, but the overall outlook for Boeing and the industry is more positive than a year ago [12]

Industry Trend - Chinese airlines received three Boeing aircraft on the same day, indicating a potential relaxation of trade relations between China and the United States [1]

Stock Performance - Boeing shares are slightly increasing at the beginning of the week [1] Incident Analysis - A preliminary report on last month's Air India crash, which resulted in over 250 fatalities, has been released [1]

Group 1 - The Indian Civil Aviation Authority has issued a directive requiring all airlines in the country to conduct emergency checks on fuel switches and their locking systems for certain Boeing aircraft by the 21st of this month [1] - This directive follows a preliminary investigation report from the Indian Aircraft Accident Investigation Bureau, which indicated that the fuel switch on the aircraft involved in a crash last month was switched from "on" to "off" before the incident, leading to an interruption in fuel supply to the engines [1] - The report also revealed that the Federal Aviation Administration (FAA) in the United States had issued a notice in 2018 recommending operators of Boeing 787 and similar models to inspect the locking function of fuel switches to prevent accidental position changes [1]

>> It's time for Cramer's Mad dash as we count down to the opening bell. >> Not one but two firms push Boeing very, very hard today. Now, a lot of this is off the tragedy of Air India, where it looks like that it was not the 787 Dreamliners fault.That's really important because that was really the last obstacle for Boeing really starts going much higher. And I say that because there are a lot of people who recognize that Boeing is a delivery store. How many planes they can deliver.And Kelly Ortberg's got th ...

Core Viewpoint - The Directorate General of Civil Aviation (DGCA) of India has mandated inspections of fuel switch locking devices on certain Boeing aircraft models following a preliminary investigation into a crash involving a Boeing 787-8 aircraft, which experienced engine failure shortly after takeoff due to fuel supply interruption [1] Group 1: Regulatory Actions - The DGCA has ordered all Indian airlines to complete inspections of Boeing 787 and 737 aircraft fuel switch locking devices by July 21 [1] - This directive comes in response to findings from the Indian Aircraft Accident Investigation Bureau regarding a recent crash [1] Group 2: Incident Details - The preliminary investigation revealed that shortly after takeoff, the fuel switches of both engines on the Boeing 787-8 aircraft switched from "on" to "off," leading to an interruption in fuel supply and subsequent engine failure [1]