空中客车高管：单通道喷气机的生产"已超过"每月60架的水平，正朝着每月75架的目标稳步推进。 ...

Group 1 - Airbus has nearly 40 single-aisle aircraft awaiting engine delivery [1] - The delay in engine supply is impacting Airbus's delivery schedule [1] - The company is actively working to resolve the engine supply issues [1]

Group 1 - Boeing's gross orders for new airplanes reached 303 in May 2025, the highest since December 2023, indicating a competitive edge over Airbus and efforts to stabilize production [1] - The company delivered 45 aircraft in May 2025, consistent with the previous month and significantly higher than the 24 delivered in May 2024 [1] - Year-to-date through May 2025, Boeing has delivered 220 airplanes, while Airbus has delivered 243, highlighting the importance of deliveries for cash generation [2] Group 2 - Boeing has netted orders for 512 planes in 2025, significantly outpacing Airbus's 215 orders, showcasing strong demand for its aircraft [3] - The upcoming Paris Air Show is expected to provide opportunities for Boeing to secure additional orders and showcase new technology [3]

Core Viewpoint - The delivery of the Boeing 737 MAX N230BE to China symbolizes the fragile yet resilient global supply chain amid the intense economic rivalry between the US and China, highlighting the shifting dynamics in international trade and cooperation [2][5][11]. Group 1: Impact of Tariff War - The US imposed a 145% punitive tariff on Chinese goods, severely disrupting global trade, particularly at the Port of Los Angeles, which experienced its lowest cargo throughput since 1985 [5]. - The retaliatory 125% tariffs from China on US products, including aircraft, led to significant delays in Boeing's deliveries, with at least 10 assembled planes stranded [5][7]. - The International Monetary Fund (IMF) downgraded the global economic growth forecast by 0.8%, warning of potential regional supply chain crises due to the US-China tensions [5]. Group 2: Boeing's Survival Strategy - The delivery of the N230BE is critical for Boeing, which is facing a cash flow crisis after a $3.47 billion quarterly loss and the loss of a major order from Emirates Airlines [7]. - Boeing has 50 aircraft orders valued at approximately $8 billion from Chinese airlines, making the Chinese market essential for its financial recovery [7]. - The timing of the aircraft's delivery was strategically planned to coincide with significant political events, indicating a nuanced understanding of the geopolitical landscape [7][9]. Group 3: Airbus's Competitive Position - Airbus is preparing to secure a major order from China, potentially worth over $35 billion for 300 aircraft, as part of a broader strategy to reshape trade relations with China [9]. - The urgency for Airbus to finalize this deal is heightened by economic challenges in France and Germany, with both countries seeking to balance commercial interests and geopolitical risks [9]. - The competition between Boeing and Airbus reflects a zero-sum game within Western markets, as both companies vie for dominance in the lucrative Chinese aviation market [9]. Group 4: Broader Economic Implications - The crisis illustrates the interconnectedness of the global economy, where the actions of one nation can have far-reaching consequences for others, emphasizing the necessity of cooperation over confrontation [11]. - The emergence of China's C919 aircraft, with 815 orders, highlights the strategic maneuvering within the aviation sector, as it seeks to leverage market opportunities for technological advancement [11]. - The ongoing negotiations regarding tariff exemptions signal a critical juncture in US-China relations, with implications for global supply chains and economic stability [9][11].

Group 1 - The core point of the article is that China is preparing to place a significant order for Airbus aircraft, ranging from 200 to 500 units, as a gesture of goodwill towards Europe, coinciding with the 50th anniversary of China-Europe diplomatic relations [1][3] - The expected order value for Airbus is at least 240 billion RMB, based on previous transactions, indicating a strong commitment to economic cooperation between China and Europe [3] - The order is seen as a strategic move by China to leverage economic benefits while simultaneously addressing geopolitical tensions, particularly regarding the South China Sea [5][7] Group 2 - China's approach involves a "carrot and stick" strategy, offering substantial economic incentives while firmly asserting its stance on sovereignty issues, particularly in the South China Sea [7][9] - The article highlights the internal divisions within Europe, where countries like France and Germany have significant economic interests in China but are also aligned with U.S. geopolitical strategies, creating a complex dynamic [7][9] - Ultimately, the article suggests that Europe must choose between following U.S. geopolitical maneuvers or pursuing independent economic relations with China, emphasizing the importance of making a clear decision in the face of geopolitical challenges [9]

Summary of Key Points from Conference Call Records Industry Overview Aviation Industry - Boeing's aircraft delivery suspension has a limited impact on the Chinese aviation industry, with three previously suspended aircraft set to be delivered to Xiamen Airlines and China Southern Airlines. China Eastern Airlines plans to introduce 46 Boeing aircraft by 2025, with about 10 already delivered in Q1. These new aircraft represent less than 1% of the total industry fleet of 4,300 aircraft [2][4] - Market expectations suggest that tax rebates may compensate airlines for the delivery suspension, which has not significantly affected stock prices [4] - The summer 2025 aviation market is expected to see good pre-sales, with non-fuel ticket prices projected to achieve double-digit growth, although current seat occupancy rates are lower than last year [5] Express Delivery Industry - The express delivery sector is experiencing price increases, particularly in Yiwu, while intense price wars among major companies have not yielded expected results. The growth rate for Zhongtong's parcel volume in Q1 was only 19%, compared to the industry average of 22% [6] - The price war may reach a temporary bottom if price increases continue, presenting a good opportunity for investment in companies like Zhongtong, Jitu, YTO, and Shentong [6] - The application of unmanned vehicles in the last-mile delivery is rapidly advancing, with SF Express increasing its investment in unmanned vehicles, significantly reducing per-package costs [7][8] Chemical Industry - The CCPI price index has decreased due to oil price fluctuations and the seasonal decline in consumption. The index currently stands at 44,033 points, down one percentage point from the previous week [9] - U.S. inventory growth in March was 3.47%, indicating potential future demand decline, which may affect chemical product exports [10] - OPEC's decision to increase production may impact the chemical industry, with a focus on supply-constrained products [11] Fertilizer Market - Potash fertilizer contract prices have risen, with ongoing tight supply and demand conditions expected to maintain high prices. The price for potash contracts in India is $349 per ton, up $70 year-on-year [13][14] Refrigerant and Vitamin Markets - Refrigerant prices are rising due to increased downstream demand, with R32 reaching 51,000 yuan per ton. Vitamin E prices are expected to rise due to low inventory levels and production halts among leading companies [15] Precious Metals Market - Silver prices are rising due to increased tariffs on copper and aluminum, while platinum and palladium prices are influenced by industrial demand fluctuations. The gold market is currently volatile, with attention on potential risks to the U.S. dollar's credibility [18][19] Oil Market - Brent crude oil prices have risen to $66.65 per barrel, with expectations of fluctuations between $63 and $67 in June. Despite OPEC's production increase, global demand remains tight [20]

墨西哥总统辛鲍姆会见空中客车的高管，讨论后者在墨西哥投资的可能性。 ...

墨西哥总统辛鲍姆：会见了空中客车公司，讨论在墨西哥投资的可能性。 ...

智通财经6月6日电，欧洲空中客车公司表示，5月份该公司共交付51架飞机，数量较去年同期下降4%； 今年迄今为止已交付243架飞机，同比下降5%。 空中客车5月交付51架飞机 较去年同期下降4% ...

空中客车5月飞机交付51架。 ...