据了解，自2008年7月，第一架空客飞机大部件抵达天津以来，天津港已完成829艘次空客大部件"零缺陷"接卸。今年10月空中客车在天津启用第二条A320 系列飞机总装线，越来越多的空客大部件通过海路来到中国，在天津完成总装。 （文章来源：央视新闻） 凌晨2点左右，天津港内依然一派忙碌景象。一艘由德国驶来、装载12件空客飞机大部件的集装箱船在靠泊后开始启动吊装作业。 天津边检总站东疆边检站副站长王岩：我们高标准落实"速审直推"机制，在船舶靠港前办结预检手续，并第一时间向码头调度员发出手机指令，消除我们与 管理服务对象之间信息传递的"时差"，进一步优化通关环境和码头作业效率，为空客大部件接卸最大限度节约时间。 昨天，装载着12件空客飞机大部件的货轮靠泊天津港，这也是天津迎来的单次最大规模空客大部件入境。 ...

Core Insights - Boeing delivered 44 new jets in November, a decrease from 53 deliveries in the previous month, indicating a decline in production output [1] - In comparison, European rival Airbus outperformed Boeing by delivering 72 planes in the same month, highlighting a competitive disadvantage for Boeing [1] Company Performance - Boeing's November deliveries were 44 jets, which is a reduction of 17% from the 53 jets delivered in October [1] - The company is currently lagging behind Airbus, which delivered 72 jets, showcasing a significant gap in performance between the two leading aircraft manufacturers [1]

Core Insights - Airbus has received confirmation from China to proceed with the delivery of 120 jets that were previously ordered, indicating a positive development for the company in its dealings with the Chinese market [1] Group 1 - The agreement signed in Beijing allows Airbus to move forward with the delivery of the jets, which is a significant milestone for the company [1] - Despite this progress, Airbus is still awaiting further approvals related to other aspects of its operations in China, highlighting ongoing complexities in the market [1]

来源：中国新闻网 编辑：王永乐 12月9日，天津迎来单次最大规模空客大部件入境。(东疆边检站供图) 12月9日，天津迎来单次最大规模空客大部件入境。(东疆边检站供图) 东疆边检站表示，下一步，该站将持续紧盯口岸形势特点，着眼于企业提质增效的实际需求，主动帮助 企业解决难题，积极落实"三零举措""速审直推"等服务机制，不断提升移民管理新质战斗力，以精准举 措提升属地港口竞争力，助力区域经济高质量发展。(完) 天津迎单次最大规模空客大部件入境 中新网天津12月9日电 (记者 周亚强)记者从天津东疆边检站获悉，当日0时许，从德国汉堡驶来的中国 香港籍"东方丹麦"号集装箱船，装载着12件空客大部件，平稳靠泊天津港太平洋国际集装箱码头。此次 入境空客大部件数量创下单次运送新纪录。 随着2025年10月空中客车在中国天津启用第二条A320系列飞机总装线，经海路运往天津的空客大部件 数量显著增加。为保障本批大部件安全高效接卸，天津边检总站东疆边检站提前谋划，主动对接承运公 司、船舶代理等单位，精准掌握服务需求，全程指导办理通关手续，实现船舶到港"零等待"，最大限度 节约了装卸作业时间。 东疆边检站副站长王岩介绍，该站高标准 ...

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 ...

Group 1 - The head of IATA expressed reduced confidence in Airbus's ability to meet aircraft delivery targets [1] - Boeing's performance has shown improvement amid ongoing supply chain challenges [1]

Core Viewpoint - The military industry is on a long-term upward trend, supported by government initiatives and recent advancements in commercial aerospace technology [2][3]. Group 1: Military Industry Outlook - The 20th Central Committee's Fourth Plenary Session emphasized achieving the centenary goal of military development and modernizing national defense and military forces [2]. - The session outlined key tasks for the 14th Five-Year Plan, focusing on enhancing combat capabilities and modernizing military governance [2]. Group 2: Recent Developments in Aerospace - The military sector saw a rise, with the defense and military index increasing by 3.47%, outperforming the broader market by 3.11 percentage points [3]. - The Zhuque-3 reusable launch vehicle successfully completed its mission, demonstrating stable and reliable performance during its flight [3]. - The Zhuque-3 rocket features a two-stage design with a takeoff mass of approximately 560 tons and a thrust of 7542 kN, marking a significant advancement in low-cost, high-capacity launch technology [3]. Group 3: Strategic Partnerships - The "Qianfan Constellation" signed a market cooperation agreement with Airbus, integrating satellite technology into global markets and enhancing in-flight passenger experiences [4].

Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The express delivery sector is showing resilience in demand, with a "de-involution" trend driving up express prices, which enhances corporate profitability. Long-term competition in the e-commerce express delivery market is expected to improve [13] - The shipping market is expected to benefit from the OPEC+ production increase cycle and the Federal Reserve's interest rate cuts, enhancing VLCC freight rate elasticity [13] - The shipbuilding sector is in the early stages of a green upgrade cycle, with shipping market recovery and green upgrade progress being key demand drivers [13] - The aviation sector is anticipated to see Q3 performance as a signal for long-term market trends, with stable demand growth and tightening supply [13] Summary by Sections Express Delivery - The current e-commerce express delivery industry shows strong demand, with major players like SF Express and JD Logistics expected to benefit from cyclical recovery and cost reduction [13] - Notable companies to watch include YTO Express, Shentong Express, Zhongtong Express, and SF Holdings, each with unique competitive advantages and growth potential [13] Shipping - The VLCC market remains strong, with TCE rates reported at $122,000/day, a significant increase of 151.4% since late August [7] - The BDI index reached a new high of 2845 points, driven by strong demand from Australian miners [7] - The West African oil transportation market is expected to see increased activity due to OPEC+ production adjustments [13] Aviation - In October 2025, civil aviation transported approximately 68 million passengers, a year-on-year increase of 5.8%, and cargo/mail transport increased by 13.3% [57] - Major airlines are expected to benefit from stable demand and improved cost structures [13] Port Operations - China's port cargo throughput increased by 8.43% week-on-week, while container throughput saw a slight decline of 0.27% [72] - The port sector is viewed as a stable infrastructure with strong cash flow, making it an attractive investment opportunity [14] Road and Rail - National logistics operations are running smoothly, with rail freight increasing by 0.74% and highway truck traffic decreasing by 0.24% [12] - The road and rail sectors are expected to maintain steady growth, supported by ongoing infrastructure investments [12]

This week, Airbus got a brutal reminder that even the world's most-delivered jet - the A320 - isn't immune to shocks as disparate as solar flares and flawed metal. ...

A Spanish supplier at the heart of a quality lapse involving Airbus' most popular aircraft is being accused by a local workers union of wider manufacturing problems https://t.co/JMCGPCuTUM ...