波音是全球航空业的基石，但其近期遭遇的困境——从疫情相关的业务中断，到持续的供应链限制以及 备受瞩目的安全事件——已对整个航空航天业产生了连锁反应。波音生产延误、监管审查以及飞机交付 的不确定性给供应商带来了压力，使航空公司的机队规划变得复杂，并导致关键融资市场陷入停滞。 波音的评级BBB-，展望为负面。惠誉表示，波音在解决了2024年的机械师罢工、管理层改组以及加强 对制造业务的监督之后，已经实现了切实的生产增长。该公司目前以每月35架左右的速度生产737 Max 飞机，预计到2025年第三季度产量将达到每月38架。 惠誉指出，每月交付10至15架既有库存飞机的举措，直接助推了现金流增长和营运资本效率提升。加上 波音近期的240亿美元股权融资以及即将以105.5亿美元出售旗下Jeppesen部门，这些举措增强了波音的 财务灵活性，使其能够管理大量积压飞机订单并投资于未来项目。 供应链、融资前景向好 智通财经APP获悉，惠誉评级的最新报告显示，波音(BA.US)生产改善正在恢复整个航空航天领域的稳 定，并可能为飞机融资活动最早在2025年底反弹铺平道路。 惠誉表示，波音的运营进展，尤其是737 Max产量的稳 ...

Group 1 - The AG600 amphibious aircraft production line in Zhuhai, Guangdong, has become a new hotspot for immersive tourism experiences, allowing visitors to closely observe the manufacturing process since its opening in January 2022 [1][7] - The AG600 aircraft received its type certificate in April and production license from the Civil Aviation Administration of China in June, marking its entry into mass production [7] - The production line offers interactive activities such as flight simulation and model-making, enhancing visitor engagement and educational value [9] Group 2 - In Zhuzhou, Hunan, the automotive manufacturing super factory has designed an immersive tour route that showcases the entire production process, attracting numerous visitors and students [10][14] - The factory utilizes advanced technologies like artificial intelligence and edge cloud computing, making the production line a visual spectacle and a platform for external communication [12][14] - Zhuzhou has developed five distinct industrial tourism routes that encompass various industries, enriching the tourism landscape and integrating "intelligent manufacturing" into cultural tourism [18] Group 3 - Baotou's Baogang Group, one of the earliest steel industrial bases in China, is innovating through the integration of industry and tourism, offering visitors a close-up experience of automated steel pipe production [19] - The number of visitors to Baogang's industrial tours has been increasing, with over 22,000 visitors in the previous year and more than 15,000 visitors recorded so far this year [21] Group 4 - The ancient city of Jiaohe in Turpan, Xinjiang, has upgraded its night tour experience with enhanced light and shadow effects, improving the overall visitor experience [22][24] - The new lighting features include poetry projections and decorative lanterns, which vividly showcase the historical and cultural significance of the site [24] Group 5 - The Zhengzhou Railway Bureau has launched a tourism ticket that allows travelers to visit Beijing, Xi'an, and Luoyang, promoting a seamless travel experience across these historical cities [25][27] - This ticket offers flexibility and cost savings, allowing travelers to cancel reservations and board trains using their ID cards, enhancing convenience [27]

眼下距离7月9日这一美国政府暂停征收"对等关税"90天的截止期限仅剩十来天，欧盟与美国的关税谈判仍进展殊微。 而面对美国的咄咄逼人，欧盟再次亮明了态度。 欧盟委员会主席冯德莱恩的办公室主任比约恩·塞伯特日前强调，在最后期限到来之前，欧盟内部须统一立场，随时准备反制美国的关税措施。如果欧盟想 达成一项"好协议"，就必须在美国挑起的贸易战中发出"可信的威胁"。 △英国《金融时报》报道截图 "欧盟正在为各种可能性做准备" 塞伯特是在加拿大七国集团（G7）峰会结束后不久，对欧盟各国驻布鲁塞尔大使做出上述提醒的。 欧盟原指望能借这次会议之机与美国总统特朗普就关税问题当面沟通，但特朗普提前离场回国，令欧盟大为失望。 不仅如此，特朗普还在回国途中向欧盟发出新的威胁：要么向美方提出一个"合理的协议"，要么"按我们的要求支付更高关税"。 △法新社报道截图 作为美国最大的贸易伙伴之一，欧盟目前被美方加征的关税除了"对等关税"缓征期间10%的"基准关税"外，还有25%的汽车关税和50%的钢铝关税。 欧盟一直希望通过谈判与美国达成一份"双赢"的新贸易协议，但在谈判过程中，美国政府的反复无常却让欧盟越来越无所适从： 就在美欧同意"加快 ...

Core Viewpoint - The joint inspection by the Shanghai and Jiangxi aviation regulatory authorities aims to enhance the compliance and quality of the domestic aircraft maintenance system, ensuring a solid safety foundation for the high-quality development of domestic civil aviation [1][2]. Group 1: Inspection Overview - The joint inspection team conducted a comprehensive audit of the Shanghai Aircraft Manufacturing Company's Maintenance Delivery Center for the 2025 maintenance system, adhering to CCAR145R4 regulations [1]. - The inspection included a thorough verification of the compliance of the maintenance system and an in-depth review of the execution of the Maintenance Management Manual and other procedural documents [1][2]. Group 2: Achievements in Maintenance - As of June 2025, the Maintenance Delivery Center has a workforce of 282 personnel, including 170 experienced maintenance staff, forming a professional talent pool covering all aspects of maintenance operations [2]. - The Shanghai Pudong maintenance site has obtained maintenance capabilities for C909 aircraft up to 16,000 flight hours/cycles and C919 aircraft up to 14,000 flight hours/9,200 flight cycles, while the Nanchang site gained similar capabilities for C909 aircraft in January 2025 [2]. Group 3: Recommendations for Improvement - The inspection team emphasized the need for the company to transform identified issues into capability enhancement lists, rectify requirements into institutional standards, and regulatory demands into development momentum [3]. - Recommendations include establishing a comprehensive quality control system, deepening problem rectification, fostering a safety culture, and strengthening risk prevention mechanisms [3].

Group 1 - The company participated in multiple large aircraft development projects approved by the state, serving as a supplier for components and assembly lines for various aircraft, including the C919 and AG600 [1][2] - The company has established a comprehensive production base in key aviation provinces such as Harbin, Shenyang, Xi'an, and Chengdu, creating a nationwide industrial support network [1][2] - The company has achieved a complete business loop in the aviation manufacturing industry, expanding its operations into aerospace, low-altitude economy, and other fields, enhancing its competitive strength [2][3] Group 2 - The company has seen significant growth in its aviation tooling business over the past two years, driven by capital market support and increasing demand for new aerospace products [3] - The company is focusing on securing front-end R&D tasks for large composite material forming tools and assembly lines to strengthen customer loyalty and market share [3] - The company is actively engaging with low-altitude economy manufacturers to expand its product offerings in this emerging market, supported by national policies for strategic emerging industries [4]

Core Points - The National Transportation Safety Board (NTSB) voted to approve the final investigation report on the Boeing door latch incident, highlighting insufficient employee training, guidance, and oversight by Boeing, as well as regulatory failures by the Federal Aviation Administration (FAA) [2][3] - The incident involved a Boeing 737 MAX 9 operated by Alaska Airlines, where a door latch fell off shortly after takeoff due to missing bolts that should have secured it [2] - The NTSB chair stated that the safety deficiencies leading to the incident were preventable and should have been obvious to both Boeing and the FAA, indicating a systemic failure [2] Summary by Sections Incident Details - On January 5, 2024, a Boeing 737 MAX 9 operated by Alaska Airlines experienced a door latch drop shortly after takeoff, with four bolts missing that were supposed to secure the latch [2] - The aircraft was delivered to Alaska Airlines only about two months prior to the incident [2] Findings on Boeing - The investigation found that Boeing failed to provide adequate training, guidance, and oversight to ensure manufacturing personnel consistently followed proper procedures [2] - The missing bolts likely caused the door latch to loosen during previous flights before ultimately falling off [2] Findings on FAA - The report criticized the FAA for its lack of effective compliance oversight and audit planning, which failed to identify and ensure Boeing addressed issues related to its parts removal processes [3] - The FAA acknowledged the report and stated that it has fundamentally changed its regulatory approach to Boeing since the incident, committing to stronger oversight [3] Company Responses - Boeing expressed regret over the incident and committed to improving safety and quality across all its operations [3]

Core Viewpoint - The National Transportation Safety Board (NTSB) has concluded that both Boeing and the Federal Aviation Administration (FAA) failed in their responsibilities, leading to a door detachment incident involving a Boeing aircraft in January 2024, which could have been avoided [1] Summary by Relevant Categories Company Accountability - Boeing was found to be inactive in addressing unauthorized production operations that had been identified in various internal audits, reports, quality alerts, and regulatory compliance issues [1] - The NTSB Chairman, Jennifer Homendy, emphasized that Boeing should have recognized the safety deficiencies that contributed to the incident [1] Regulatory Oversight - The FAA was also criticized for its inadequate oversight, which allowed the safety issues to persist without proper intervention [1] - The investigation highlighted a lack of effective regulatory measures that could have prevented the accident [1]

最近行情，像不像一锅温水？表面平静，但底下已经开始翻腾。你可以不敏感，但主力已经在抢位置 了。 这一周的消息面密集得离谱： 1：伊朗突然空袭以色列港口，地缘局势升温，黄金、军工、石油都有动作； 2：巴黎航展大单频出，低空经济、航空制造链一呼百应； 3：华为开发者大会敲定，盘后消息刺激鸿蒙、AI PC，芯片、算力再被点火； 4：印花税数据暴跌9成+，减税预期又被市场拿出来炒； 5：跨境支付互联互通消息落地，有人在说"人民币版Swift来了"； 6：中报炒作预热中，资金在押注那些一季报暴涨+有题材的。 热点拆解：比如这波低空、 AI芯片、稀土的逻辑深挖 风控提醒：什么不能做，什么时候该空仓 还有一点，更多不能写明的内容，只能在那边讲 如果你仔细观察，会发现：盘面越来越不像存量博弈，而像在酝酿 "新一轮局部主升浪"但，这种主升 浪，和你印象中那种"大牛市"不同。 它更像是：战术性行情，结构性爆发，以新为主线的风口轮动，说白了，不适合闭眼重仓，但特别适合 有战法、有策略、有执行的人。 所以我专门开了个新窝。因为老地方太吵，太多人在赌反弹、追热点，我想换个地方，把主升浪的节奏 讲清楚，有兴趣的朋友可以关注我下面公众号！ ...

Group 1 - The "IASC China Craftsman Enterprise Exhibition Area" made its debut at the 55th Paris International Air and Space Show, showcasing China's capabilities in the aviation sector [1][2] - The exhibition area covers 262 square meters and features 16 participating companies, including listed firms such as Aerospace Technology, Jintian Titanium Industry, and Longda Co., among others, focusing on advanced materials and key components in aviation [2] - The exhibition area has received strong support from the Global Aviation Cluster Alliance (GACP), with over 10 city clusters from countries like France, Germany, the UK, Italy, and Spain confirming their participation for discussions [2][3] Group 2 - IASC, as the organizer, emphasizes its commitment to international markets and cross-border exchanges in the civil aviation sector, planning to establish similar exhibition areas at major international events annually [3]

Core Points - Chengdu is attracting global investors with its high-level openness and commitment to international cooperation [1][3][12] - The city has hosted several significant international events, enhancing its global influence and appeal [3][10][12] - Chengdu's international aviation hub is expanding, with passenger throughput expected to exceed 100 million by 2027 [13] - The city has signed numerous investment cooperation projects, with significant financial commitments made during the recent global investment conference [6][10][18] Group 1: Investment Opportunities - The 2025 "Invest Chengdu" global investment conference resulted in 16 cooperation projects with a total signed amount of 82.53 billion yuan [6] - The second "Belt and Road" technology exchange conference led to 28 bilateral government technology cooperation agreements [8] - The 20th China Western International Expo attracted over 3,000 enterprises, resulting in 416 signed investment projects worth 354.3 billion yuan [10] Group 2: Infrastructure and Connectivity - Chengdu's international air hub has seen passenger throughput surpassing 87 million and cargo throughput exceeding 1 million tons [13] - The city has established over 73 international direct flights connecting to five continents, with a projection of 1 million passengers by 2027 [13] - Chengdu's international freight trains connect to 120 cities abroad and 30 cities domestically, facilitating a robust logistics network [13] Group 3: Business Environment - Chengdu is implementing policies to optimize the business environment for foreign investment, including measures to encourage the establishment of foreign R&D centers [18] - The city has attracted over 5,000 foreign enterprises, with foreign direct investment reaching 1.671 billion USD in 2024, ranking first in Central and Western China [14] - Global companies express confidence in Chengdu's strategic opportunities and favorable industrial ecosystem [20][21]