Key Takeaways BA shares jumped 41.4% in a year, outpacing the Aerospace-Defense industry's 15.8% growth.Strong aircraft orders and defense contracts lifted BA's revenues and backlog in the second quarter.Despite solid sales growth, BA faces weak ROIC, supply-chain risks, and softer earnings estimates.The Boeing Company’s (BA) shares have rallied 41.4% over the past year compared with the Zacks Aerospace-Defense industry’s growth of 15.8%, as the jet giant benefits from growing commercial air travel and soli ...

, /PRNewswire/ -- Boeing [NYSE: BA], in partnership with Southwest Airlines (SWA) and Aeroxchange Ltd., has successfully completed the aerospace industry's first parts shipment accompanied by a digital 8130-3 certificate—an electronic version of the FAA-governed 8130-3 Authorized Release Certificate. This milestone advances supply chain security by preventing unapproved spare parts from entering the aerospace aftermarket. "This industry-first shipment reflects Boeing's dedication to pursuing game-changing s ...

DUBLIN, Oct. 13, 2025 (GLOBE NEWSWIRE) -- Titan Aviation Leasing (“Titan”), the joint venture between Titan Aviation Holdings, Inc., a subsidiary of Atlas Air Worldwide, and Bain Capital, today announced the acquisition of one Boeing 777-300ER aircraft. The aircraft, manufacturer serial number (MSN) 61735, is currently on long-term lease to Philippine Airlines, the flag carrier of the Philippines. Titan will manage the asset. This acquisition advances Titan's long-haul widebody strategy and supports growth ...

中美贸易摩擦这事儿又升级了，这次中国先出手加强稀土出口管制，美国那边特朗普马上回击，威胁要 限制波音飞机零件的出口。事情发生在2025年10月9日和10日，正好赶上两国贸易谈判的关键节点。中 国商务部在10月9日发布了公告，扩大了稀土出口管制范围，新增了镧、铈、镨、钕和钐五种元素，还 对出口到半导体和国防领域的用户加了额外审查。出口企业得申请许可，稀土开采、冶炼和分离技术出 口也得走审批程序。这公告一出，全球供应链就乱套了，因为中国掌握着全球稀土产量的大头，大约 60%，加工能力更达到80%。这些稀土材料用在电子产品、汽车和军事设备上，少了它们，很多高科技 产业就转不动了。 中国这个举措不是头一回了，早几年贸易战时就用过类似招数，但这次范围更大，还包括了含有至少 0.1%稀土的产品出口管制，就算产品是外资企业在别处生产的，也得审批。北京强调这是为了维护国 家安全和供应链稳定。公告要求出口技术得获得许可，尤其是针对军用目的的申请，基本会被拒。结 果，10月9日那天，上海期货交易所的稀土合约价格就波动起来，全球媒体跟进报道。欧洲联盟和日本 的电子制造商赶紧开会讨论备货，美国国务院也分析了这份文件的影响。澳大利亚的 ...

Boeing hasn't engineered a clean-sheet commercial airplane since its cash cow 787 Dreamliner launched in 2004. The planemaker has instead opted for upgrades to already-built planes, as it was cheaper and less complicated. However, a September report from The Wall Street Journal said that Boeing was actively developing an all-new plane to replace its 737, a jet that has evolved through four generational modifications since its debut in 1967 and has largely exhausted its upgrade viability.Boeing's 737 narrow ...

把这件事放在更广的历史背景里看，特朗普想用波音零部件来换取中国撤回稀土管控，表面看是强硬的一招，实则还需要考虑后果。中国向来有"谋定而后 动"的作风，在打击美国的同时也会预先考虑对方的反制手段。因此，中国在做出稀土管控的同时，已经对可能的回击有了周密的安排，包括美方可能采取 的出口限制等。 另一方面，波音本身在这件事中的角色也不简单。很多人以为如果美国真的禁止对中国出口波音零部件，波音就会高兴地支持这一举动，毕竟它是一个全球 性的军事民用一体化巨头，涉及政治、经济、军事、科技等多方面利益，影响力在美国政坛中极为显著。实际上，波音也并非愿意看着中国市场受损。此前 在中国遇到波音飞机被退运的问题时，波音集团的高层就曾公开表示，离开中国、在全球市场上会遭遇重创。如今美国若真的采取严格出口限制，波音自身 也会面临巨大的压力和反对声音，因为这会直接触及到它在全球市场的核心利益和未来增长点。 美国总统特朗普在回应媒体提问时，谈到了中国最近发布的稀土管控措施。10月9日，中国政府出台了新的稀土出口限制，力度很大，对美国的利益造成了 影响。10月10日，特朗普在记者面前再次表示，美国并不是没有办法反击。他拍着胸口说，自己手里 ...

全球多资产大跌，周期如何看？20251012 摘要 特朗普政府可能对波音飞机零部件实施出口管制，并计划对中国商品加 征关税，导致市场避险情绪升温，全球股市、油价及加密货币市场受到 影响。纳斯达克和标普 500 指数均创下 4 月以来最大单日和单周跌幅。 油价暴跌主要由于以色列与哈马斯达成加沙冲突第一阶段停火协议，市 场预期石油供应稳定性增强。ICE 布伦特原油和 WTI 原油均创下 5 月以 来最低水平，分别跌至 62 美元和 58 美元。 中美关税战可能使波音飞机成为谈判关键，中国航司或暂停交付，缓解 供给压力。国庆假期客座率上升及油价下跌利好航空股，推荐华夏航空、 港股三大行及 A 股吉祥春秋。中国航空公司至少持有 222 架波音飞机订 单，中国现役波音飞机为 1,855 架。 中美贸易战初期影响中美商品贸易，但集运市场波动反而利好运价。短 期进口下降后可能出现报复性囤货，增强集运行业不确定性，推荐中远 海控。嘉友国际业务主要在非洲和蒙古，极兔主要在东南亚和拉美，受 中美贸易战影响较小，甚至可能受益。 Q&A 全球多资产大跌的主要原因是什么？ 全球多资产大跌的核心原因是中国商务部和海关总署发布了涉及超硬材 ...

Core Viewpoint - The article discusses the escalating trade tensions between the U.S. and China, particularly focusing on President Trump's threats regarding export controls on Boeing aircraft parts in response to China's new rare earth regulations. This situation highlights the deteriorating relationship and the potential long-term impacts on both countries' aviation industries. Group 1: U.S.-China Trade Relations - President Trump has threatened to impose export controls on Boeing aircraft parts as a reaction to China's recent rare earth export regulations [1] - The trade dispute has led to a significant decline in Boeing's orders from China, dropping from 25% to less than 5% of total orders [1] - The situation is characterized as Trump having "no good cards to play" against China, leading to reckless decisions that could harm Boeing's reputation [1] Group 2: Impact on Boeing and the Aviation Industry - Boeing has faced challenges in the Chinese market, with Chinese airlines having ordered at least 222 Boeing aircraft, while currently operating 1,855 [4] - The potential export controls could also impact CFM International, a major manufacturer of commercial aircraft engines used in Boeing's 737 MAX [4] - The article notes that Airbus holds 185 orders from Chinese customers and has a production base in Tianjin, producing about four A320 aircraft monthly [4] Group 3: Domestic Aviation Developments in China - China is actively promoting its domestic commercial aircraft industry, with the C919 aircraft competing against Boeing's 737 and Airbus's A320 [4] - Chinese airlines have ordered 365 domestic aircraft, indicating a shift towards local production [4] - The article mentions that while Trump's threats may not directly affect domestic aircraft manufacturing, they could disrupt the maintenance and operation of existing Boeing fleets in China [6]

Core Viewpoint - The U.S. may impose export controls on Boeing aircraft parts in response to China's rare earth export restrictions, which could significantly impact Chinese airlines and related U.S. suppliers [1][2]. Group 1: U.S.-China Trade Relations - Trump's administration has utilized Boeing as a strategic tool in trade negotiations, emphasizing the importance of aircraft as high-value trade items [2][3]. - The U.S. and China have historically been significant trade partners, with China projected to be the third-largest goods trading partner for the U.S. in 2024 [2]. Group 2: Boeing's Strategic Importance - Boeing's aircraft, particularly the 737 model, have been a major part of China's aviation market, with approximately 1,855 active Boeing aircraft and at least 222 on order [1]. - The long delivery cycles of aircraft orders allow countries to announce purchases without immediate financial burdens, aligning with Trump's negotiation strategies [2][3]. Group 3: Impact on Suppliers - U.S. suppliers, such as General Electric Aviation, may face challenges if export controls are enacted, particularly concerning engines used in Boeing's 737 MAX and other aircraft [1].

Core Viewpoint - The United States is considering imposing export controls on Boeing plane parts in response to China's export restrictions on rare earth minerals [1] Group 1 - The potential export controls on Boeing parts are part of a broader strategy by the U.S. government to counteract China's trade practices [1] - President Donald Trump indicated that these measures are a direct response to China's limitations on rare earth mineral exports [1]