中国说到做到，5天内接连退回3架波音飞机，这其中说明了什么？印度主动找上美国"接盘"，莫迪政府背后又有怎样的考量呢？ 由于特朗普政府推出所谓"对等关税"政策，主动挑起对华关税战，作为对美反制措施之一，我们这边明确要求国内航空公司停止接收美国波音公司的飞机， 并暂停购买相关设备和零部件，而我们这边也是说到做到。近日，美国波音公司首席执行官奥特伯格证实了一件事，那就是中国已经停止接收波音新的飞机 了。在短短5天时间里，我国航空公司就已经退回3架波音飞机的交付。24号上午，一架尚未交付国航的波音737Max飞机，从舟山波音完工中心飞回西雅 图。另外两架等待交付给中国厦门航空的波音飞机在20号和21号也退回了美国。 为什么波音公司的负责人要专门提到中国拒绝接收波音飞机这件事呢？说白了，就是因为中国的这一决定对波音公司的影响很大。主要体现在这些方面：第 一，中国一直以来就是波音公司的大客户，失去了中国市场，波音公司就等同于失去了一大收入来源。原本波音公司今年计划要向中国交付约50架飞机，现 在由于中国的拒绝接收，波音公司那边也只能尝试将这些飞机转交其他客户；第二，在过去几年时间里，波音公司面临的负面舆论可以说是接连不断 ...

答：我们注意到有关报道。中美两国在民航领域保持了长期互利合作，有力推动了两国贸易和人员往来。美方 挥舞关税大棒严重冲击全球产业链供应链稳定，扰乱国际航空运输市场，很多企业无法开展正常贸易投资活 动，中国的相关航空公司、美国波音公司都深受其害。中方愿继续支持两国企业开展正常的商业合作，希望美 方能倾听企业的呼声，为企业正常贸易投资活动创造稳定可预期的环境。 据商务部，有记者问：据媒体报道，近日，波音公司飞回3架拟交付中国航空公司的波音737Max飞机，称中方 已停止接收波音客机，请问中方有何评论？ ...

Core Viewpoint - Boeing has returned three Boeing 737 Max aircraft intended for delivery to Chinese airlines, citing that China has stopped accepting Boeing passenger planes, highlighting the impact of trade tensions on the aviation industry [1] Group 1: Impact on Aviation Industry - The long-term mutually beneficial cooperation between China and the US in the civil aviation sector has significantly promoted trade and personnel exchanges between the two countries [1] - The imposition of tariffs by the US has severely disrupted the stability of global industrial and supply chains, affecting the international aviation transport market [1] - Both Chinese airlines and Boeing have been adversely affected by the current trade environment, which hampers normal trade and investment activities [1] Group 2: Future Cooperation - China expresses willingness to continue supporting normal business cooperation between enterprises from both countries [1] - There is an appeal for the US to listen to the voices of businesses and create a stable and predictable environment for normal trade and investment activities [1]

我们注意到有关报道。中美两国在民航领域保持了长期互利合作，有力推动了两国贸易和人员往来。美 方挥舞关税大棒严重冲击全球产业链供应链稳定，扰乱国际航空运输市场，很多企业无法开展正常贸易 投资活动，中国的相关航空公司、美国波音公司都深受其害。中方愿继续支持两国企业开展正常的商业 合作，希美方能倾听企业的呼声，为企业正常贸易投资活动创造稳定可预期的环境。 相关链接 商务部新闻发言人就波音公司飞回拟交付飞机答记者问 ...

Group 1 - The core viewpoint is that S&P has confirmed Boeing's "BBB-" rating, indicating a stable credit rating despite previous concerns [1] - Boeing's credit watch status has been removed from negative due to improvements in aircraft production and reduced cash usage [1] - The outlook for Boeing remains negative, suggesting potential challenges ahead despite the current rating stability [1]

智通财经4月29日电，标普确认波音公司BBB-评级，将其踢出信用观察负面清单。 ...

Group 1 - Airbus receives positive analyst attention with Barclays lowering its price target to 185 euros while maintaining an "overweight" rating, and Kepler Cheuvreux upgrading it to "buy" with a 170-euro price target [1] - Airbus stock has declined about 8% over the past month due to macroeconomic recession concerns but has rebounded by approximately 10% in the last three weeks [2] - Boeing has received an upgrade to "outperform" from Bernstein SocGen, indicating a potential recovery as it addresses issues with its 737 MAX program and plans to increase production [3] Group 2 - Airbus reported a profit of $4.4 billion last year, contrasting with Boeing's loss of $11.5 billion, and is projected to grow earnings to $5.8 billion this year, while Boeing may struggle to earn anything [4] - By 2026, Airbus profits could reach $7.3 billion, nearly double Boeing's expected earnings of $4 billion, highlighting Airbus's stronger operational performance [4] - Despite Airbus trading at 26 times earnings, it is considered a stronger investment compared to Boeing, raising questions about why Airbus is not receiving similar upgrades [4]

Core Viewpoint - Boeing Company reported strong first-quarter 2025 results, with both revenue and earnings exceeding Zacks Consensus Estimates, reflecting improved operational performance and commercial delivery volume [1] Financial Performance - The operating cash outflow for Boeing in Q1 2025 was $1.62 billion, a significant decrease from $3.36 billion in the same quarter last year [1] - The Zacks Consensus Estimate for Q2 2025 sales indicates a 20.1% increase year-over-year, with earnings also expected to show significant growth [11] Stock Performance - Boeing's shares have increased by 2.5% over the past year, underperforming the Zacks aerospace-defense industry's growth of 3.4%, the broader aerospace sector's return of 7.8%, and the S&P 500's rise of 8.2% [3] - The one-year price return for Boeing is lower than Embraer, which surged 71.7%, but better than Airbus, which declined by 3.3% [4] Challenges and Risks - Boeing has faced challenges due to product quality issues in major commercial jet programs and a work stoppage that delayed production timelines [5][6] - Persistent supply-chain issues, particularly a shortage of aircraft parts, continue to affect Boeing's operational performance and revenue generation prospects [14][15] Future Outlook - The demand for air travel and the replacement of aging fleets are expected to drive growth in commercial jet deliveries and aftermarket services for Boeing [7] - The defense segment secured contracts worth $4 billion in Q1 2025, contributing to a solid backlog of $62 billion, which supports revenue growth [9] Earnings Growth Estimates - The long-term earnings growth rate consensus for Boeing is 17.9%, surpassing the industry's 10.8% [10] - Year-over-year growth estimates for earnings in Q2 2025 show a significant improvement, with a projected increase of 74.83% [13]

Core Viewpoint - Boeing Co (NYSE:BA) has been upgraded to "outperform" from "market perform" by Bernstein, indicating a more positive outlook for the company as it recovers from past incidents and works to rebuild confidence [1] Group 1: Stock Performance - Boeing's stock is currently up 2.3% at $182.09, with a year-to-date increase of 3.3% and a year-over-year lead exceeding 9% [1][2] - The stock has achieved its third consecutive weekly gain, but is facing resistance at the $185 level, which previously capped a rally attempt in late March [2] Group 2: Options Trading Activity - Options traders are exhibiting caution, with options volume running at double the intraday average, including 20,000 calls and 16,000 puts exchanged [3] - The most popular options contract is the May 175-strike put, and the 10-day put/call volume ratio for Boeing is 1.03, placing it in the 94th percentile of its annual range [3]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, publications, and personal analysis intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].