金十数据7月26日讯，美国航空集团终于拥有了其首架空客SE A321XLR远程飞机，但由于供应链问题 导致座位短缺，这架飞机将留在欧洲。美国航空在一份声明中表示，该航空公司于周五在德国汉堡签署 了接收飞机的文件。该公司在2019年订购了50架远程飞机，计划今年晚些时候在美国跨大陆航线上首次 使用这架飞机，然后将其转向国际服务。该航空公司在一份声明中表示，这架飞机"将留在欧洲，直到 目前的座椅供应链挑战得到解决"，但拒绝透露座椅制造商的名字。 美国航空的新型空客飞机因供应链问题停飞 ...

美国航空集团终于接收了其首架空客A321XLR远程飞机，但由于供应链问题导致座椅短缺，这架飞机 将暂留在欧洲。美国航空在一份声明中表示，该公司周五在德国汉堡签署文件接收了这架飞机。美国航 空于2019年订购了50架这种远程飞机，计划今年晚些时候先将首架飞机投入美国跨大陆航线，之后再转 为国际航线服务。美国航空在声明中称，这架飞机"将留在欧洲，直至当前座椅供应链问题得到解决"， 但拒绝透露座椅制造商的名称。 ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

尽管在上半年新飞机交付量同比有所下降，但欧洲空中客车公司（下称"空客"）依然在近期持续获得来 自多家航空公司以及租赁商的新飞机采购大单，使得储备订单的数字不断上涨。在依然困扰的供应链危 机影响之下，对供应链进行进一步的垂直整合也成为产能提升目标实现的关键因素。 大订单不断 当地时间7月24日，空客在总部图卢兹与航空金融公司Avolon签订了一份采购协议。根据协议内容， Avolon订购了90架空客飞机，其中包括15架A330neo和75架A321neo。此次增量订单使Avolon的总订单 量达到79架A330neo和264架A321neo。 Avolon首席执行官Andy Cronin表示："此订单彰显了我们对新飞机长期需求的坚定信心。凭借我们的规 模和财务实力，我们能够支持航空公司客户在未来十年的扩张和机队更新需求。A321neo和A330neo均 备受市场青睐，鉴于航空业的长期增长趋势，我们预计这种需求将持续下去。我们很高兴通过此次订单 进一步深化与空客的长期合作伙伴关系。" "租赁公司是航空市场的重要风向标，我们感谢Avolon在两年前首次订购后，如此迅速地扩大对A320系 列和A330neo的承诺。这 ...

Core Viewpoint - The preliminary investigation report of the Air India Flight AI171 accident highlights critical details regarding engine fuel switch malfunction and pilot communications, while also sparking a debate on the reliability of BGA (Ball Grid Array) packaging technology in aviation applications [1][3][12]. Group 1: Accident Investigation Findings - The Air India AI171 accident report was released 30 days post-incident, adhering to ICAO guidelines, and includes key operational records and data anomalies [1]. - The report attributes the accident to fuel control switch misoperation, but alternative theories regarding engine control system failures have emerged [2][12]. Group 2: BGA Technology Insights - BGA packaging technology has revolutionized electronic device design, allowing for high-density connections, which are crucial in aviation electronics [5][10]. - The GEnx-1B engine's EEC utilizes a 144-ball BGA package, significantly improving heat dissipation compared to traditional packaging, thus enhancing operational safety [7][10]. Group 3: Reliability Challenges - BGA technology faces reliability issues in extreme aviation environments, with potential solder joint failures due to thermal cycling and vibration [8][12]. - The solder joint void rate for aviation-grade BGA must be below 5%, contrasting with consumer electronics standards, highlighting the critical nature of solder integrity in flight [7][8]. Group 4: Mitigation Strategies - Advanced materials and design strategies are being employed to enhance BGA reliability, such as using titanium-nickel alloy solder balls and ceramic substrates to reduce thermal stress [10][11]. - Redundant design strategies in avionics, such as dual-channel BGA architectures, are implemented to minimize the impact of potential failures [11][12]. Group 5: Future Innovations - NASA is developing "self-healing BGA" technology that can autonomously repair solder joint cracks, showcasing potential for future aerospace applications [13].

【环球时报报道 记者 肖震冬 倪浩 李萌】编者的话：以"链接世界，共创未来"为主题的第三届中国国际 供应链促进博览会（以下简称"链博会"）于7月16日在北京开幕，吸引了来自75个国家和地区的企业和 机构。《韩国先驱报》报道称，值得注意的是，今年链博会国际参展商占比达35%，其中有连续三年参 展的"老朋友"，也有首次参展的英伟达、施耐德、路易达孚等"新面孔"。《环球时报》记者分别走进链 博会先进制造业链馆区、智能汽车链馆区、数字科技链馆区、绿色农业链馆区，探寻一架飞机、一辆汽 车、一部手机、一根薯条背后，全球产业"链"接的深度与广度。 走入先进制造链馆区，《环球时报》记者发现，入口处第一个展台展出的便是航空产业链。今年，空中 客车中国公司（简称"空客"）携手10家中国伙伴企业一同亮相链博会，展示了其产业链上、中、下游与 中国产供链的紧密联系。在同《环球时报》记者交流中，参展企业均提及，可靠的产品质量、稳定的交 付效率以及多样化的产品创新是中国供应商脱颖而出、在空客供应链中发挥重要作用的关键因素。 专注于商用飞机座椅等设备生产销售的湖北航宇嘉泰飞机设备有限公司（简称"嘉泰"），位于供应链的 中游。该公司工作人员对 ...

Group 1 - The third China International Supply Chain Promotion Expo showcased an innovation chain area focused on intellectual property transformation, highlighting the full chain conversion path from basic research to market feedback [1][2] - The National Intellectual Property Administration set up a booth to display recent advancements in intellectual property protection and a platform for patent activation, facilitating real-time patent information queries and technology demand postings [2][3] - The technology contract transaction volume related to patents in China exceeded 990 billion yuan in 2024, indicating significant progress in patent commercialization and industrialization [2] Group 2 - Companies reported an increase in innovation willingness due to the improved intellectual property ecosystem in China, with specific examples from companies like Mita Vision and AstraZeneca, which are benefiting from enhanced patent protection [3] - The expo served as a platform for companies to find technology partners, with successful case studies presented, such as a high-precision navigation technology collaboration that led to applications in smart driving and bridge monitoring [4] - The China Academy of Sciences showcased a green hydrogen energy solution, emphasizing the integration of research and industry through patent licensing and joint research opportunities [4] Group 3 - China has implemented policies to attract foreign investment, creating a favorable environment for foreign companies to innovate and establish operations in the country [5] - Airbus highlighted its long-standing presence in China, emphasizing the importance of local partnerships and the efficient regulatory environment for aircraft manufacturing [6] - Honeywell expressed its commitment to deepening its presence in China, collaborating with over 100 universities and suppliers to enhance its supply chain [6] Group 4 - The expo addressed challenges in technology transfer, with organizations like WIPO providing resources to assist Chinese companies in expanding internationally [7] - The Shanghai Technology Exchange introduced a new financing model for biopharmaceutical companies, enabling them to leverage their research pipelines as assets for funding [7] - The China Goods Coding Center promoted the adoption of international product coding standards to enhance export compliance and supply chain resilience [8]

Group 1: Airbus H160 Helicopter Order - Airbus SE secured an order from Japan's Nagoya City Fire Bureau for an H160 multi-role helicopter, enhancing its long-standing partnership with Japan, where nearly 380 helicopters are in operation [1][9] - The H160 will be utilized for firefighting, search and rescue, and disaster response, showcasing its versatility in various missions [1][3] Group 2: Airbus Helicopters Segment Performance - The Airbus Helicopters segment reported a solid 10% year-over-year revenue growth in Q1 2025, with 100 net orders compared to 63 units in the same quarter last year [5] - The latest order is expected to positively contribute to Airbus's future revenue growth and solidify its global standing in the helicopter market [4] Group 3: Competitors in the Helicopter Market - Other defense companies like Boeing, Textron, and Lockheed Martin are also positioned to benefit from the expanding helicopter market, with Boeing's long-term earnings growth rate at 18.1% and a projected 27.5% sales improvement for 2025 [6][7] - Textron's Bell segment has a long-term earnings growth rate of 10% and a projected 6.6% sales growth for 2025, while Lockheed Martin has a long-term earnings growth rate of 10.5% with a 4.6% sales improvement forecast for 2025 [8][10] Group 4: Stock Performance - Over the past six months, Airbus shares have increased by 28.6%, outperforming the industry growth of 21.8% [11]

智通财经7月17日电，美国联合航空表示，空客A321XLR机型在2026年夏季之前不会投入机队。 ...

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Ducommun (DCO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.Ducommun is one of 58 individual stocks in the Aerospace sector. Collectively, these c ...