多架波音飞机筹备重启交付中国 今日从美国返华的这架波音737MAX飞机，是曾在浙江舟山的波音飞机完工与交付中心等待交付给国内航司的其中一架。 当时，原本有三架737MAX客机即将交付中国的航空公司，但在4月中旬开始的一周内，三架客机陆续从舟山飞回美国。 这些飞机飞离舟山，与国内航司暂停接收波音飞机有关。当时，中美对等关税下，引进飞机需要加征125%的税率，对于航空公司来说将带来巨额的成本增 加。 目前已有多家国内航司对记者透露重启接收波音飞机的工作。 时隔两个月，中国航司开始重新接收波音飞机。 今日凌晨，一架全新的波音737MAX飞机从美国西雅图的波音大本营起飞，目的地是中国。 这家飞机原本已在舟山等待交付给厦航，但在中美对等关税影响下，4月被迫飞回西雅图。 此次波音的重新"发货"，意味着重启对华飞机交付，而据新华社，中美也将尽快举行新一轮会谈。 目前，LEAP-1C是C919飞机的唯一海外动力装置，不过由于此前国内仍有库存，C919飞机的交付暂未受影响。 就在几天前，国航接收了一架全新的C919飞机，今年以来，中国商飞已向南航和国航交付了总计3架C919飞机。 而据第一财经记者了解，在中美谈判给加征关税设置 ...

同时，据美国《华盛顿邮报》此前援引知情官员的消息报道，卡塔尔要求美国在谅解备忘录中明确该客 机的转让是由特朗普政府发起的，代表美国和卡塔尔政府的法律团队尚未就该客机的转让达成最终协 议。卡塔尔方面仍在等待华盛顿对交易条款作出进一步澄清。 报道称，迈因克不愿透露飞机改装的细节，并称其中大部分信息属于机密。但他透露了这架飞机改装所 需的费用，"这架飞机的实际改装成本可能是近4亿美元。"值得注意的是，据美国防部官员此前透露， 这架飞机的市场估值约为2亿美元，远低于其改装费用。 报道提到，这架飞机目前停放在美国得克萨斯州圣安东尼奥等待升级改装。CNN还称，改装一架来自 其他政府的二手飞机并为其安装所需的安全和通信设备是一项艰巨的任务。负责机构需要将飞机拆解至 只剩框架，然后再安装上必要的设备进行重建。 美国国防部5月21日正式接受卡塔尔赠送的波音747-8型豪华飞机作为"礼物"，美国空军已被要求快速将 其升级改装成符合要求的专机供特朗普总统使用。此事在美国国内引发广泛争议。参议院民主党领袖查 克·舒默批评称，"美国总统正式接受了美国历史上来自外国政府的最大一笔贿赂。"与此同时，包括五 角大楼资深官员在内的众多安全专家 ...

军工厂（资料图） 更有意思的是特朗普在G20峰会问题上的"变脸"。此前美国宣称高级官员不参加南非G20峰会，可特朗 普却突然决定亲自出席，原因无他，就是想在峰会上与中方见面。美国当前的处境实在不妙，6万亿美 元国债即将到期，稀土进口受限导致军工制造业"存货"告急，一旦稀土储备耗尽，众多军工产业将陷入 减产停产，特朗普上台后的一系列军事计划也将面临危机。在这种情况下，特朗普不得不放下身段，试 图通过与中方接触来解决问题。 但美方真的有诚意改善中美关系吗？答案显然是否定的。一边是特朗普迫切求和，另一边美国却依旧在 台海、南海不断拱火。联合菲律宾、日本、韩国在南海搞联合军演，副总统万斯还叫嚣要集中全力对付 中方。这种表里不一的做法，彻底暴露了美国的傲慢与虚伪。中方早已明确表示，中美关系必须建立在 相互尊重、和平共处、合作共赢的基础上。可美方始终没有真正理解这一点，依旧秉持着将中方视 为"最大敌人"的错误观念。 特朗普（资料图） 然而，美国的失败远不止于关税战。在科技领域，美方对中国的围堵更是频繁出招，却收效甚微，反而 搬起石头砸了自己的脚。美国商务部工业与安全局要求EDA软件巨头暂停向中国客户供货，这一招直 指中国 ...

一、稀土：小金属捏着全球工业命脉 咱先说说稀土这玩意儿。名字带"土"，身价可比金子还贵。电动汽车电机、导弹制导系统、智能手机屏幕……没它寸步难行。全球92%的稀土精炼在中国完 成，光是今年4月中国对永磁体出口管制一收紧，国际市场价格应声飙涨，印度车企急得跳脚——5月底库存耗尽，生产线眼瞅着要停摆。 更关键的是中重稀土。今年4月中国对钐、钆等7类中重稀土实施出口管制后，美国F-35战机的发动机供应商立马告急。五角大楼报告显示，一架F-35要用掉 417公斤稀土材料，而美国本土产能几乎为零。 二、美国"断供"航空技术：一场危险的赌博 你猜怎么着？美国最近又出"奇招"——暂停向中国商用飞机发放技术许可证，想逼咱们在稀土出口上让步。这招"航空技术换稀土"的算盘打得响，可中国手 里的牌，远比他们想的硬气。 三、中国的破局妙手：分化欧美，以拖待变 面对施压，中国商务部默默出了三张牌： 对欧盟"开绿灯"：6月初召集欧洲芯片企业开稀土政策宣讲会，暗示"合规就能拿货"。英飞凌、ASML火速提交申请，德国经济部长公开点赞："务实合作胜 过对抗。" 看准中国大飞机C919正冲刺国际适航认证，美国突然扣住技术许可证。波音高管私下抱怨 ...

Key Points - The report highlights a significant increase in the US ADP employment numbers for May, which rose by 37,000, falling short of expectations [4] - The Federal Reserve's "Beige Book" indicates a pessimistic outlook on the economic prospects [4] - The Canadian central bank has maintained its benchmark interest rate at 2.75% for the second consecutive time, aligning with market expectations [4] - Japan's newborn population is projected to fall below 700,000 for the first time in 2024 [4] - The European Central Bank has officially approved Bulgaria's entry into the Eurozone [4] - China is considering ordering hundreds of Airbus aircraft [4] - The first domestically produced nine-valent HPV vaccine has been approved for market [4] - Tesla's sales in Europe continued to plummet in May [4] - The 2-year US Treasury yield decreased by 8.25 basis points to 3.862% [4] - The 5-year US Treasury yield fell by 9.75 basis points to 3.923% [4] - The 10-year US Treasury yield dropped by 9.85 basis points to 4.355% [4] Economic Data - The Baltic Dry Index closed at 1430.00, up by 0.56% [5] - The Nasdaq Index closed at 19,460.49, increasing by 0.32% [5] - The Dow Jones Industrial Average closed at 42,427.74, down by 0.22% [5] - The ICE Brent crude oil price was at 64.91, down by 1.10% [5] - The London gold spot price closed at 3,371.89, up by 0.57% [5] - The US dollar index was at 98.81, decreasing by 0.47% [5] - The Hang Seng Index closed at 23,654.03, up by 0.60% [5] - The Shanghai Composite Index closed at 3,376.20, increasing by 0.42% [5] - The Shenzhen Composite Index closed at 1,999.61, up by 0.92% [5] - The CSI 300 Index closed at 3,868.74, increasing by 0.43% [5] - The ChiNext Index closed at 2,024.93, up by 1.11% [5]

Economic Performance - Nanchang High-tech Zone's GDP reached 24.69 billion yuan in Q1, with a year-on-year growth of 6.7% [1] - The industrial added value above designated size grew by 12% year-on-year, outperforming the provincial and municipal averages by 3.4 and 3.8 percentage points respectively [2] - Key industries showed robust growth, with 14 out of 28 major industry categories achieving double-digit growth, contributing to a cumulative year-on-year increase of 37.5% [2] Industrial Development - Nanchang High-tech Zone aims to establish itself as a national advanced manufacturing hub, focusing on electronic information and new materials as "trillion-level" industries [2] - The zone's industrial output value ranked 16th nationally in 2024, showcasing its manufacturing strength [2] - Investment promotion efforts led to 26 new signed projects in the first four months, including 16 projects worth over 100 million yuan [2] Foreign Trade - The total import and export volume reached 11.19 billion yuan in Q1, marking a year-on-year increase of 54.4% [3] - Exports amounted to 7.67 billion yuan, up 63.3%, while imports were 3.52 billion yuan, increasing by 38.1% [3] - Several key enterprises, including Nanchang Huqin and Nanchang Lingguang, reported significant growth in import and export activities [3] Future Industries - Investment in high-tech manufacturing surged by 74.8% year-on-year, with notable increases in optoelectronic device manufacturing, semiconductor lighting, and communication terminal equipment [4] - The development of ultra-thin copper foil at Jiang Copper Foil Company, measuring only 3.5 microns, positions it as a leader in the lithium battery copper foil market [5] - The emergence of future industries is expected to inject new momentum into economic growth and enhance Nanchang's position in the global industrial chain [5]

波音公司：与美国司法部达成一份非起诉协议。 这是一宗4.872亿美元整体刑事罚款的一部分。 公司已经在2021年支付了2.436亿美元，2024年支付了剩余的罚款。 公司向（多起737 MAX坠机事故罹难者的）家庭另外支付了4.445亿美元。 公司向合规、安全、质量投资4.55亿美元。 ...

美国商务部长卢特尼克：正在考虑飞机订单积压的生产需求。 ...

美国商务部长卢特尼克：将在本月底之前确定飞机关税。 ...

Core Viewpoint - Chinese airlines are negotiating a significant order for hundreds of Airbus aircraft, marking a potential shift in the aviation market dynamics between China and the U.S. [2][5] Group 1: Potential Order Details - The ongoing negotiations may involve approximately 300 aircraft, with estimates ranging from 200 to 500 units [5] - The deal could include a substantial number of wide-body aircraft, particularly the A330neo model [6] - If finalized, this order could become the largest aircraft purchase in China's history and rank among the largest globally [6] Group 2: Market Context - Boeing has not secured any major orders from China since 2017, facing challenges due to trade tensions and safety concerns surrounding the 737 Max [6][7] - In contrast, Airbus has been gaining a competitive edge in the Chinese market, highlighted by a previous order of about 300 single-aisle aircraft valued at approximately $37 billion in 2022 [6] - The evolving trade policies under both the Biden and Trump administrations have further pushed China towards Airbus [7] Group 3: Implications of the Order - The potential deal is seen as a symbolic achievement for China-EU relations and may signal China's trade stance towards the U.S. [5] - The upcoming visit of European leaders to China could coincide with the finalization of this order, emphasizing the importance of this transaction [5][6] - The recovery of the global aviation industry and ongoing technological advancements will continue to influence the competitive landscape of the aerospace manufacturing sector [8]