安全危机蔓延 波音前景蒙尘

Core Viewpoint - Boeing has lowered its forecast for new aircraft demand over the next 20 years following a tragic crash of an Air India Boeing 787, which has raised concerns about the safety and quality of Boeing aircraft [1][3][9] Demand Forecast Adjustment - Boeing's new forecast predicts a demand for 43,600 new aircraft by 2044, down from a previous estimate of 43,975 aircraft by 2043 [3][4] - The company has reduced its passenger traffic growth forecast from 4.7% to 4.2% and global economic growth from 2.6% to 2.3% [4] - Boeing plans to deliver approximately 33,300 single-aisle aircraft, over 7,800 wide-body aircraft, 955 freighters, and 1,545 regional jets, with single-aisle aircraft accounting for 80% of total deliveries [4] Financial Impact - Boeing is facing monthly losses of nearly $1 billion in 2024, exacerbated by ongoing safety crises, quality issues, and a recent two-month worker strike [1][9] - The company has experienced a cumulative loss of $35.99 billion from 2019 to 2024, marking the largest six-year loss in its 108-year history [10] Safety and Quality Concerns - The Boeing 787, known as the "Dreamliner," has faced multiple safety issues and technical problems over the past decade, including a recent fatal crash that has intensified scrutiny [6][7] - Following the crash, Japan's Ministry of Land, Infrastructure, Transport and Tourism has mandated inspections of the same aircraft model operated by Japanese airlines [7] Market Reaction - Following the crash, Boeing's stock price fell sharply, dropping over 8% in pre-market trading and nearly 5% at market open, erasing all gains made in June [5]