Willie Walsh, Director General of the International Air Transport Association (IATA) pointed out that Boeing's (BA) aircraft delivery performance has improved, while confidence in Airbus (EADSY) is declining, according to a Reuters report. "I think we are seeing a shift ...

在经历737MAX安全事故以及2024年MAX9门塞事件后，波音经过监管限产、收购Spirit AeroSystems等 一系列"自我整顿"，近期交付表现有所企稳，被IATA公开评价为"实际交付表现显著改善"。与之相对， 空客之前被视为"更稳的那个"，如今却因为供应链与质量问题不断下调交付目标、增加停场检查，自然 形成强烈反差。 "我认为我们正在看到一种转变，即市场普遍承认波音的交付表现已经显著改善。人们对波音履行其作 出的交付承诺有了更强劲信心，而我们也看到，人们对空客的信心正在减弱。"该行业组织总干事威利. 沃尔什(Willie Walsh)对记者表示。 "然而，这对于整个行业来说是令人感到失望的，因为全球新飞机的交付数量将低于此前市场的普遍预 期。"他在采访中补充表示。 最近空客遭遇A320机身金属蒙皮质量问题、软件修复、发动机与舱内供应链持续紧张，不得不在年末 把本来就被质疑的2025年交付目标从820架下调到790架;叠加之前多次指引下修以及波音交付表现的"相 对修复"，让市场感觉空客公司的交付承诺"如同儿戏"，这就是对于空客公司信心骤降的根本原因。 IATA总干事沃尔什最新的表态就是这种情绪的集中 ...

新华财经北京12月9日电 波音公司8日宣布，已完成对波音飞机零部件主要供应商美国势必锐航空系统 公司的收购。 势必锐航空系统公司为波音生产737系列等商用飞机机身以及防务、航天项目的关键零部件。波音去年7 月宣布收购势必锐。包括后者的负债在内，这笔交易总金额约83亿美元。 势必锐原本是波音旗下子企业。波音2005年将其剥离，称此举有利于降低采购成本、将业务重心放 在"大规模系统集成"上。美联社报道说，势必锐近年来被批存在一系列制造问题，波音重新将其纳入麾 下，标志着这家飞机制造商多年来将客机生产环节重要工作外包的战略发生转变。 去年1月，美国阿拉斯加航空公司一架737 MAX客机飞行途中机舱侧面一处门塞（内嵌式应急门）脱 落，客机紧急降落，幸无人员伤亡。调查发现，4个本应将门塞固定到位的螺栓缺失。美国联邦航空局 今年9月说，对"门塞脱落"事件的调查发现，位于华盛顿州伦顿的波音737工厂及势必锐位于堪萨斯州威 奇托的工厂"存在数百项质量体系违规行为"。 （文章来源：新华社） 波音8日在声明中说，这项收购凸显波音"在加强商业制造和供应链稳定性的同时致力于航空安全和飞机 质量"。波音首席执行官凯利·奥特伯格称，收购 ...

The head of the global airlines body IATA on Tuesday said that there was less confidence in Airbus meeting aircraft delivery targets, while Boeing's performance has improved, amid ongoing supply chain... ...

【新华社微特稿】波音公司8日宣布，已完成对波音飞机零部件主要供应商美国势必锐航空系统公司的 收购。 势必锐航空系统公司为波音生产737系列等商用飞机机身以及防务、航天项目的关键零部件。波音去年7 月宣布收购势必锐。包括后者的负债在内，这笔交易总金额约83亿美元。 波音8日在声明中说，这项收购凸显波音"在加强商业制造和供应链稳定性的同时致力于航空安全和飞机 质量"。波音首席执行官凯利·奥特伯格称，收购势必锐"对波音历史和未来成功而言是关键时刻"。 去年1月，美国阿拉斯加航空公司一架737 MAX客机飞行途中机舱侧面一处门塞（内嵌式应急门）脱 落，客机紧急降落，幸无人员伤亡。调查发现，4个本应将门塞固定到位的螺栓缺失。美国联邦航空局 今年9月说，对"门塞脱落"事件的调查发现，位于华盛顿州伦顿的波音737工厂及势必锐位于堪萨斯州威 奇托的工厂"存在数百项质量体系违规行为"。（完）（惠晓霜） 势必锐原本是波音旗下子企业。波音2005年将其剥离，称此举有利于降低采购成本、将业务重心放 在"大规模系统集成"上。美联社报道说，势必锐近年来被批存在一系列制造问题，波音重新将其纳入麾 下，标志着这家飞机制造商多年来将客机生产环 ...

Core Viewpoint - The article emphasizes that despite the narrative of declining American manufacturing, the U.S. remains a leading manufacturing power globally, significantly outpacing Europe and Japan, particularly in high-end manufacturing sectors [2]. Group 1: Major Manufacturing Giants - Lockheed Martin is the largest defense contractor in the U.S., consistently topping Pentagon procurement lists with products like the F-22 and F-35 fighter jets, and the Perseverance Mars rover [4]. - General Electric (GE), founded by inventor Thomas Edison, is a leader in aviation engines, with the CFM56 engine being one of the most successful in aviation history, and the LEAP engine dominating orders for Airbus A320 and Boeing 737 [6]. - Caterpillar is the world's largest manufacturer of construction machinery, known for its advanced diesel engine technology and the 797F mining truck, which can carry 400 tons of ore [8]. - 3M is the largest manufacturer of specialty materials, with its iconic transparent tape and a wide range of products used across various industries [10]. - Boeing is the largest aerospace manufacturer globally and the second-largest defense contractor in the U.S., producing a range of military and commercial aircraft [11]. - Johnson & Johnson is the highest revenue and market cap healthcare company, with innovative products contributing significantly to its income, including a projected $56.9 billion from its pharmaceutical segment in 2024 [13]. - Honeywell provides essential technology for aircraft, including flight management systems and is one of the few manufacturers of black boxes [15]. - Apple commands 19% of the global smartphone market but captures 80% of the industry's profits, leading in innovation with products like the iPhone and Apple Watch [17]. - NVIDIA, despite a recent stock price drop, remains the highest-valued company globally, with a market cap exceeding $4.3 trillion, and continues to dominate the AI chip market [19]. - ExxonMobil, with a history dating back to 1870, is one of the largest oil companies globally, with projected revenues of $350 billion in 2024 [21]. Group 2: Manufacturing's Economic Impact - Over 60% of the U.S. service industry supports manufacturing, indicating that the contribution of manufacturing to GDP exceeds 60%, reinforcing the U.S.'s status as a manufacturing powerhouse [21]. - The U.S. has been advocating for the return of manufacturing to reduce dependency on Chinese supply chains, highlighting the importance of recognizing this reality in the context of international competition [21].

Core Insights - Boeing and the Royal Australian Air Force (RAAF) have successfully executed an air-to-air autonomous weapon engagement using the MQ-28 Collaborative Combat Aircraft, marking a historic achievement in military aviation [1][3]. Group 1: Mission Details - The mission involved the MQ-28 Ghost Bat collaborating with the RAAF E-7A Wedgetail and F/A-18F Super Hornet to destroy a fighter-class target drone [2]. - This operation is the first instance of an autonomous aircraft completing an air-to-air weapon engagement with an AIM-120 missile, showcasing the MQ-28's combat capabilities [3]. - The exercise demonstrated the integration of specialized CCA platforms, enhancing mission effectiveness through increased operational mass and data exchange [4]. Group 2: Technological Advancements - Boeing's mission autonomy solution is built on open standards and is capable of integrating with fourth, fifth, and sixth generation aircraft, highlighting its maturity and sophistication [4]. - The development of the necessary hardware, software, and mission systems for this engagement was achieved in under eight months, illustrating a rapid speed-to-capability [5]. Group 3: Operational Execution - The MQ-28, E-7A, and F/A-18F launched from separate locations, with the E-7A operator overseeing the MQ-28's safety and engagement [8]. - The F/A-18F provided sensor coverage and shared targeting data with the MQ-28, which successfully engaged and destroyed the target using a Raytheon AIM-120 AMRAAM missile [8].

波音完成对斯普利特航空系统公司的收购后，其股价上涨2.3%。 ...

Boeing completed its complex acquisition of struggling US aerospace supplier Spirit AeroSystems, taking back a key part of its supply chain as it works to restore quality standards https://t.co/sLXO9riOUF ...

Core Point - Boeing has successfully completed its $4.7 billion acquisition of Spirit AeroSystems, which is the largest independent manufacturer of wings and fuselages in the world [1] Company Summary - The acquisition allows Boeing to regain control over a significant portion of its supply chain, particularly in the production of wings and fuselages [1] - This strategic move is expected to enhance Boeing's operational efficiency and strengthen its position in the aerospace industry [1] Industry Summary - The aerospace industry is witnessing consolidation as major players seek to streamline operations and reduce costs through vertical integration [1] - The acquisition reflects ongoing trends in the industry where companies are focusing on securing critical components to mitigate supply chain disruptions [1]