中航西安飞机工业集团股份有限公司 董事和高级管理人员所持公司股份及其 变动管理办法 （经 2025 年 7 月 16 日第九届董事会第十一次会议审议通过） 第一章 总则 第一条 为加强中航西安飞机工业集团股份有限公司（以下简称"公司"） 董事和高级管理人员所持公司股份及其变动的管理，根据《中华人民共和国公司 法》（以下简称"《公司法》"）《中华人民共和国证券法》（以下简称"《证 券法》"）、中国证券监督管理委员会（以下简称"中国证监会"）《上市公司 董事和高级管理人员所持本公司股份及其变动管理规则》《上市公司股东减持股 份管理暂行办法》《深圳证券交易所股票上市规则》《深圳证券交易所自律监管 指引第10号——股份变动管理》《深圳证券交易所上市公司自律监管指引第18 号——股东及董事、高级管理人员减持股份》等法律、行政法规、部门规章、规 范性文件以及《公司章程》的有关规定，结合公司实际情况，制定本管理办法。 第二条 本管理办法适用于公司董事和高级管理人员所持公司股份及其变动 的管理。 第三条 公司董事和高级管理人员所持公司股份，是指登记在其名下和利用 他人账户持有的所有本公司股份。 公司董事和高级管理人员从事融资 ...

Group 1: Economic Indicators - The June Consumer Price Index (CPI) in the U.S. rose by 2.7% year-on-year, the highest level since February, slightly above market expectations of 2.6% and up from 2.4% in the previous month [3] - Month-on-month, the CPI increased by 0.3%, meeting expectations and higher than the previous value of 0.1% [3] - Core CPI rose by 3.3% year-on-year and 0.1% month-on-month, remaining below market expectations for the fifth consecutive month [3] Group 2: Trade and Tariffs - Analysts believe that the U.S. government's increase or threat to increase tariffs on products from major trading partners is a primary driver of rising prices [4] - There is an expectation that inflationary pressures may intensify in the coming months if the U.S. government implements tariff increases, potentially worsening the inflation situation in the second half of the year [4] - The market shows a 60% probability of a 25 basis point rate cut by the Federal Reserve in September, despite overall inflation pressures easing [4] Group 3: Federal Reserve Leadership - The selection process for the next Federal Reserve Chair has officially begun, with Kevin Hassett, the White House National Economic Council Director, emerging as a leading candidate [6] - The next Fed Chair will face significant challenges in balancing the Fed's independent monetary policy goals with President Trump's demand for rate cuts [6] - The scrutiny on the new Fed Chair will be intense, focusing on whether political loyalty will compromise the Fed's credibility in combating inflation [6] Group 4: International Trade Agreements - President Trump announced that tariffs will begin on August 1, with a significant agreement reached with Indonesia involving a 19% tariff on exports to the U.S. and commitments to purchase $15 billion in U.S. energy products and $4.5 billion in agricultural products [8] - The agreement with Indonesia allows U.S. farmers and ranchers full access to the Indonesian market, while U.S. exports to Indonesia will enjoy tariff-free treatment [8] Group 5: Geopolitical Tensions - Israel conducted airstrikes in Lebanon, resulting in 12 deaths and 8 injuries, targeting Hezbollah military sites [10] - Ongoing airstrikes in Gaza have led to 70 fatalities, including children, amidst a backdrop of uncertain ceasefire negotiations [11] - Yemen's Houthi forces claimed to have conducted synchronized attacks on two Israeli targets, indicating escalating regional tensions [13]

Core Viewpoint - Multiple airlines are conducting urgent inspections of Boeing aircraft fuel switch locks following an investigation into an accident involving an Indian airline's Boeing aircraft [1] Group 1 - The Indian Directorate General of Civil Aviation has instructed all airlines in the country to conduct emergency checks on the fuel switches and locking systems of Boeing 787 and 737 aircraft by July 21 [1]

Core Viewpoint - The company conducted a self-examination regarding the trading activities of insiders and incentive recipients related to the 2025 stock option incentive plan, confirming no insider trading occurred during the specified period [1][2][3]. Group 1: Self-Examination Process - The company implemented necessary confidentiality measures and registered insiders involved in the 2025 stock option incentive plan [2]. - A self-examination was conducted for the period from December 9, 2024, to June 9, 2025, focusing on the trading activities of insiders and incentive recipients [2][3]. Group 2: Findings on Insider Trading - Four insiders were found to have traded company stock during the self-examination period, but their transactions occurred before being classified as insiders, indicating no misuse of insider information [3]. - A total of 48 incentive recipients also engaged in stock trading, and their actions were based on independent market judgments without knowledge of the incentive plan details [3]. Group 3: Compliance and Conclusion - The company adhered to relevant laws and regulations, ensuring that only a limited number of personnel had access to insider information during the planning of the incentive program [3]. - The examination concluded that there were no instances of insider trading or information leakage related to the incentive plan, aligning with legal requirements [3].

Core Insights - Lockheed Martin has delivered 72 F-35 fighter jets to the U.S. government as of May 1, following a delay due to software improvements [1] Group 1: Delivery and Upgrades - The delivery of the F-35 jets is part of an upgrade project aimed at enhancing the software and hardware of the stealth fighter, including improvements in display and processing capabilities [1] - The delivery was delayed for several months due to issues with software upgrades, which led to the U.S. Department of Defense withholding up to $5 million in final payments per aircraft until the upgrades were verified to support intensive training and full combat operations [1]

Core Viewpoint - The Directorate General of Civil Aviation (DGCA) of India has mandated inspections of fuel switch locking devices on certain Boeing aircraft models following a preliminary investigation into a crash involving a Boeing 787-8 aircraft, which experienced engine failure shortly after takeoff due to fuel supply interruption [1] Group 1: Regulatory Actions - The DGCA has ordered all Indian airlines to complete inspections of Boeing 787 and 737 aircraft fuel switch locking devices by July 21 [1] - This directive comes in response to findings from the Indian Aircraft Accident Investigation Bureau regarding a recent crash [1] Group 2: Incident Details - The preliminary investigation revealed that shortly after takeoff, the fuel switches of both engines on the Boeing 787-8 aircraft switched from "on" to "off," leading to an interruption in fuel supply and subsequent engine failure [1]

Core Viewpoint - Chengfei Integration (002190) expects a net profit loss attributable to shareholders of the listed company between 11 million to 16 million yuan for the period from January 1, 2025, to June 30, 2025, representing an increase of 39.84% to 58.64% compared to the same period last year [1] Financial Performance - The net profit loss attributable to shareholders after deducting non-recurring gains and losses is projected to be between 11.5 million to 16.5 million yuan, which is an increase of 31.19% to 52.04% year-on-year [1] - The basic earnings per share are expected to be a loss of 0.0307 yuan to 0.0446 yuan per share [1]

韩国交通部发言人：正准备命令所有运营波音(BA.N)飞机的航空公司根据美国联邦航空管理局（FAA） 2018年的通知检查燃油开关。 ...

Core Viewpoint - The FAA has informed aviation regulators that there are no safety concerns regarding the fuel switch lock on Boeing aircraft [1] Group 1 - The FAA's assessment indicates that the fuel switch lock issue does not pose a safety risk, which may positively impact Boeing's operational stability and regulatory compliance [1]

智通财经7月14日电，据央视新闻报道，知情人士表示，美国联邦航空管理局（FAA）和波音公司已私 下发布通知，称波音飞机的燃油开关锁是安全的。通知称，尽管燃油控制开关的设计（包括锁定功能） 在各种波音飞机型号上都很相似，但美国联邦航空管理局不认为这个问题是一个不安全状况，并对包括 787型号在内的任何波音飞机型号颁布适航指令。 美联邦航空管理局：波音飞机的燃油开关锁是安全的 ...