此次罢工是近期席卷航空航天与航空业大规模劳工抗议浪潮的最新爆发点。在行业对熟练技术工人需求 高涨的背景下，工会正积极争取新合同以强化权益保障。 过去两年来，从航空公司飞行员、空乘人员到机械师和航空航天工程师，该领域从业人员普遍要求提高 薪资并加强职业保障。 智通财经APP获悉，美国汽车工人联合会(UAW)主席Shawn Fain表示，由于未能达成新劳资协议，GE航 天航空(GE.US)位于俄亥俄州埃文代尔的工厂及肯塔基州厄兰格配送中心的逾600名UAW成员于本周四 开始罢工。 UAW地方分会代表着上述两处逾600名员工。工会成员此前已投票通过决议，若8月27日截止前未能达 成新协议，将启动罢工。 据了解，埃文代尔工厂主要为美国海军生产船舶及工业发动机，厄兰格配送中心则负责向该公司部分发 动机工厂供应零部件。 GE航天航空航空发言人表示，公司已启动"详细应急预案"，并对工会在员工未就方案投票前决定罢工 表示"失望"。 ...

在华盛 顿召开的韩美产业界会议（当地时间25日，韩国经济人协会提供） 大韩航空将从美国波音公司购买103架飞机，并从GE航空航天等企业购买19台备用发动机，总额将达到 500亿美元。韩美企业还在造船、核能、能源等领域签署11项合作协议…… 此次会议的韩方出席者包括三星电子会长李在镕，以及现代汽车、SK等总共16家财阀的负责人等，美 方出席者为英伟达首席执行官（CEO）黄仁勋，以及IBM等21家企业的高管。韩国产业通商资源部长金 正官与美国商务部长卢特尼克也参加了会议。 美国东部时间8月25日下午，在韩国总统李在明与美国总统特朗普结束会谈后，韩国政府在美国华盛顿 召开了产业界会议。韩国产业界宣布，在第二届特朗普政府执政下，韩国企业的对美投资总额将达到 1500亿美元。 日本经济新闻（中文版：日经中文网）松浦奈美 首尔报道 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 韩国经济人协会会长柳津在此次会议上公布了汇总自各家企业的对美投资总额预测值。他表示："将运 用韩国的高技术，开启美国制造业的新时代"。据称，这些投资与韩国政府在达成 ...

Investment Rating - The report maintains a "Weaker than Market" rating for the U.S. stock market [1] Core Insights - After a pullback, the U.S. stock market has shown significant recovery, with small-cap stocks outperforming [3] - The S&P 500 index increased by 0.3%, while the Nasdaq decreased by 0.6% [3] - Among 18 sectors, 12 experienced gains, with notable increases in banking (+3.2%), automotive (+2.9%), and energy (+2.8%) sectors [3] Price Trends - Small-cap value stocks (Russell 2000 Value) rose by 4.1%, outperforming small-cap growth (Russell 2000 Growth +2.6%) and large-cap value (Russell 1000 Value +1.7%) [3] - The report highlights that 18 sectors saw price increases, while 6 sectors faced declines, with the largest declines in food and staples retailing (-2.0%) and software and services (-1.9%) [3] Fund Flows - The estimated fund flow for S&P 500 constituents was +1.7 billion USD this week, a significant decrease from +75.8 billion USD the previous week [4] - Notable inflows were observed in automotive (+11.0 million USD), diversified financials (+4.6 million USD), and banking (+3.8 million USD) sectors [4] - Conversely, significant outflows were recorded in software and services (-29.9 million USD) and semiconductor products and equipment (-7.7 million USD) [4] Earnings Forecast - The report indicates a 0.3% upward revision in the 12-month forward EPS expectations for S&P 500 constituents, following a 0.2% increase the previous week [5] - 21 sectors saw upward revisions in earnings expectations, with the semiconductor sector leading with a +1.2% increase [5]

Core Insights - Beijing Economic-Technological Development Area (Yizhuang) is a leader in advanced intelligent factories, with 47 out of 149 in the city, representing one-third of the total [1] - GE Healthcare's Beijing base is recognized as a "lighthouse factory" for the medical equipment industry, showcasing significant advancements in domestic manufacturing and digital transformation [1][3] - SMC's intelligent factory exemplifies the integration of lean, automation, and digitalization, achieving high efficiency and quality in pneumatic component manufacturing [6][7] Group 1: Intelligent Factories in Beijing - The city has a total of 149 advanced intelligent factories, with Yizhuang housing 47, the highest in the city [1] - Among the 9 excellent-level intelligent factories in Beijing, 3 are located in Yizhuang, accounting for one-third of the total [1] - The development of intelligent factories in Yizhuang reflects the region's commitment to high-quality economic growth and advanced industries [1] Group 2: GE Healthcare Beijing Base - GE Healthcare's Beijing base is the first domestic manufacturing site for the company in China and the largest imaging equipment manufacturing base globally [1][3] - The facility produces a full range of imaging equipment and supplies to over 100 countries, with 70% of GE's global CT sales originating from this base [3] - The implementation of 45 digital solutions has enhanced production efficiency, reducing order delivery time from 14 days to 7 days and improving urgent order fulfillment rates by 40% [3][4] Group 3: SMC Intelligent Factory - SMC's intelligent factory utilizes a combination of automation, digitalization, and low-carbon practices to optimize the entire production process [6][7] - The factory has achieved a 90% automation rate in key processes, significantly improving production efficiency and quality control [6][7] - Future plans include further integration of IoT and AI to enhance production scheduling and inventory management, aiming to shorten delivery times and improve supply chain collaboration [9]

Core Insights - CFM International, a joint venture of GE Aerospace, is developing a new engine called RISE that could significantly impact the aerospace industry [2][7] - The RISE engine features an open fan architecture, which allows for a higher bypass ratio and improved efficiency compared to traditional engines [8][9] - The competition between GE Aerospace, RTX's Pratt & Whitney, and Rolls-Royce is intensifying as they develop engines for the next generation of narrowbody aircraft [5][6] Industry Dynamics - Aircraft engines are crucial for the aerospace industry, with manufacturers like GE and RTX investing billions in R&D while generating long-term revenue through aftermarket sales [3] - The development of new engines is closely tied to the evolution of aircraft, with both Boeing and Airbus planning future models that will require advanced engine technologies [5][14] - The potential adoption of different propulsion systems by Boeing and Airbus could lead to significant differences in their aircraft designs over the next decade [14][15] Technological Innovations - The RISE engine aims for a bypass ratio above 70:1, which could result in a 20% reduction in fuel consumption and emissions compared to current advanced engines [9] - CFM's commitment to open fan technology is supported by Airbus, which plans to conduct flight tests of an A380 by 2030 [12] - RTX's strategy focuses on improving existing geared turbofan technology, which may be less risky compared to CFM's revolutionary approach [15] Competitive Landscape - Boeing's recent challenges with the 737 MAX and its financial situation may hinder its ability to lead in new aircraft development [11][15] - If Boeing opts for a ducted propulsion system while Airbus embraces open fan technology, it could face a competitive disadvantage [15] - The stakes are rising for both RTX and GE, indicating that investors should consider these developments when evaluating their stocks [16]

本文源自：金融界 作者：情报员 金融界2025年8月23日消息，国家知识产权局信息显示，通用电气公司取得一项名为"高性能燃料电 池"的专利，授权公告号CN115249823B，申请日期为2022年04月。 ...

Core Insights - Axcelis Technologies Inc. has initiated a Joint Development Program with GE Aerospace to develop production-worthy 6.5 to 10kV superjunction power devices, emphasizing the significance of Silicon Carbide (SiC) in advanced power electronics for various industries [1][11] - The collaboration is part of the Commercial Leap Ahead for Wide Bandgap Semiconductors (CLAWS) Hub, led by North Carolina State University [5] Company Developments - Axcelis' Purion XEmax high-energy implanter is noted for its high beam currents and broad energy range, enabling the development of SiC devices that can endure extreme conditions [3][11] - Customer Solutions & Innovation (CS&I) contributed approximately 30% to total revenues in the first half of 2025, indicating a focus on enhancing customer experience and value [6][7][11] - The company is actively engaging with customers on technology roadmaps, particularly in advanced logic and SiC applications, and is investing in R&D for new technologies [8] Industry Context - SiC wide bandgap semiconductors are positioned to outperform traditional Silicon devices in terms of voltage, temperature, and frequency, making them crucial for aerospace, defense, and emerging technologies like AI and autonomous vehicles [2] - GE Aerospace has a robust IP portfolio in SiC technologies, focusing on applications in extreme environments such as hypersonic flight and electric propulsion [4]

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has GE Aerospace (GE) been one of those stocks this year? 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. GE Aerospace is one of 58 companies in the Aerospace group. The Aerospace group currently sits at #8 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different grou ...

GE currently has an average brokerage recommendation (ABR) of 1.38, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 21 brokerage firms. An ABR of 1.38 approximates between Strong Buy and Buy. Of the 21 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 76.2% and 9.5% of all recommendations. Brokerage Recommendation Trends for GE Investors often turn to rec ...

GE Aerospace (GE) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this industrial conglomerate have returned +2.7%, compared to the Zacks S&P 500 composite's +2% change. During this period, the Zacks Aerospace - Defense industry, which GE falls in, has lost 0.1%. The key question now is: What could be the stock's future direction? While media releases or ...