印度航空坠机事件发生后，波音(BA.N)首席执行官取消参加巴黎航展的计划。 ...

央视记者当地时间6月12日获悉，美国交通部长肖恩·达菲和美国联邦航空管理局代理局长克里斯·罗切洛 在新闻发布会上表示，在印度航空坠机事故造成240多人死亡后，他们尚未看到任何需要停飞波音787航 班的即时安全数据。达菲表示，他已与美国国家运输安全委员会主席珍妮弗·霍门迪进行了交谈。美国 国家运输安全委员会和美国联邦航空管理局的团队将在 波音公司和发动机制造商 通用电气航空航天公 司的支持下前往印度。达菲12日还曾表示，目前波音787航班不存在直接安全问题。 ...

Core Viewpoint - Chengdu Aircraft Industrial (Group) Co., Ltd. is focusing on automation, digitalization, and intelligence in its operations, showcasing a transformation from "manufacturing" to "intelligent manufacturing" in the aviation industry [1] Group 1: Industry Development - Chengdu Aircraft Industrial is a leading enterprise in the aviation industry in Qingyang District, which is a significant base for aircraft manufacturing in China [1] - The aviation industry in Qingyang has evolved from traditional manufacturing to intelligent manufacturing, supported by a complete industrial chain that includes R&D, component manufacturing, assembly, and testing [1] - The district has established a strong foundation for the aviation industry, with a focus on developing a national leading demonstration zone for aerospace new productivity [1] Group 2: Policy Support - In 2022, Qingyang District introduced 29 supportive policies to strengthen the aviation industry, which were further detailed in the May 2023 policy aimed at promoting high-quality development in advanced manufacturing [2] - Chengdu Haoyi Qiang Aviation Equipment Manufacturing Co., Ltd. plans to invest 300 million yuan to build an intelligent manufacturing center for aerospace components, expecting to create over 300 jobs and generate annual revenue of approximately 360 million yuan [2] - Chengdu Zhimingda Electronics Co., Ltd. is implementing a Manufacturing Execution System (MES) to enhance production efficiency by 20% and is expanding into low-orbit satellites and rocket sectors [2] Group 3: Innovation and Research - The "611·Qingyang Aircraft Design Innovation Collaborative Center," established by the Qingyang government and the Aviation Industry Corporation of China, has attracted 46 enterprises to foster innovation in the aviation sector [3] - The center collaborates with top universities to create key laboratories and research centers, injecting new momentum into the transformation of aviation enterprises [3] - Chengdu Yingrui Technology Co., Ltd. has developed a digital tool platform that enhances R&D efficiency by allowing virtual validation of aerospace equipment in a digital environment [3] - Qingyang Economic Development Zone has gathered 256 key supporting enterprises in the aviation industry, with projected revenue of 74.8 billion yuan in 2024, ranking high in quality development evaluations in Sichuan Province [3]

美国5月通胀依然温和，表明当前的关税尚未明显推高消费价格。市场普遍预计，美联储将在下周的会议上维持利率不变，等待观察特朗 普政策对经济的影响。 股市方面，PPI和就业数据公布后，盘前美股期货跌幅收窄。美股盘初，三大股指小幅下跌，道指跌0.36%，标普500指数跌0.2%，纳指 跌0.2%。 | 트 道琼斯指数 | 42,668.05 | 42,737.36 | 42,606.42 | -197.72 | -0.46% | | --- | --- | --- | --- | --- | --- | | 트 标普500指数 | 6.017.59 | 6,017.75 | 6,003.88 | -4.71 | -0.08% | | 트 纳斯达克综合指数 | 19,591.14 | 19,599.09 | 19,553.56 | -24.74 | -0.13% | 标普500指数自4月低点反弹逾20%之后，股市交易活跃度开始显示出疲态。 中概股多数下跌，哔哩哔哩跌约1%。科技股多数下跌，特斯拉跌约1%。 美国就业市场、通胀均降温。美国上周首次申请高于预期，续请人数飙升至2021年底来最高，美国5月PPI环比温和上涨0 ...

Group 1 - The Dow Jones Industrial Average fell by 0.41%, the S&P 500 decreased by 0.19%, and the Nasdaq dropped by 0.18% [1] - Oracle's stock rose over 7% as the CEO indicated that cloud infrastructure revenue is expected to increase by more than 70% in the new fiscal year [1] - Boeing's stock declined by over 5% following the first incident involving its 787 aircraft [1] - Biotech company CureVac's stock surged over 30% after reports emerged that BioNTech plans to acquire CureVac for $1.25 billion [1]

Group 1 - The core incident involves an Indian Airlines passenger plane crash near Ahmedabad airport, which was scheduled to fly to London with 242 people on board, including 169 Indian citizens and 53 British citizens [2] - The aircraft involved was a Boeing 787-8 Dreamliner, which is notable as it marks the first crash of this aircraft model [2][3] - Following the crash, Boeing's stock price fell nearly 9% in pre-market trading, reflecting investor concerns over the company's safety record and recent incidents [3] Group 2 - Boeing has faced multiple quality issues with the 787 model since 2021, leading to several temporary production halts [4] - The company has been struggling with setbacks, including the impact of the COVID-19 pandemic and supply chain problems, which have allowed Airbus to gain ground in the industry [4] - Boeing's reputation has been further tarnished by previous accidents involving its aircraft, including the 737 Max, which resulted in significant fatalities and a prolonged grounding of the model [3][4]

Core Viewpoint - The recent crash of a Boeing 787-8 aircraft in Ahmedabad, India, has raised significant concerns regarding Boeing's safety reputation and could impact its future orders and stock performance [3][16]. Group 1: Incident Details - A Boeing 787-8 aircraft crashed shortly after takeoff from Ahmedabad Airport, carrying 242 people, including 169 Indian citizens and 53 British citizens [11][12]. - The aircraft was scheduled to fly to London and crashed approximately five minutes after takeoff, with its signal disappearing at an altitude of 625 feet (about 190 meters) [8][6]. - Eyewitness accounts and social media footage indicate that the aircraft's landing gear was still deployed during its descent, leading to a crash in a residential area [2]. Group 2: Impact on Boeing - Following the crash, Boeing's stock price fell by over 8% in pre-market trading, highlighting the immediate financial repercussions of the incident [3]. - This incident marks the first total loss of a Boeing 787 aircraft due to an accident, further complicating Boeing's ongoing safety challenges [8][16]. - The crash adds to a series of safety issues for Boeing, including previous incidents involving the 737 MAX and other aircraft, which have already put the company under scrutiny [16]. Group 3: Implications for Indian Airlines - The crash poses a significant setback for Air India, which is in the midst of a strategic transformation and has a fleet that includes 34 Boeing 787 aircraft [15]. - Air India has a substantial order of 470 aircraft aimed at modernizing its fleet to meet the rising demand from India's growing middle class [15]. - The incident has led to the temporary closure of Ahmedabad Airport, affecting all flights and operations in the region [9][14].

Group 1 - The article discusses the resumption of Boeing aircraft deliveries to Chinese airlines after a two-month hiatus due to tariffs imposed during U.S.-China trade tensions [2][5] - A new Boeing 737 MAX aircraft has been delivered from Seattle to China, marking the restart of aircraft deliveries [3][7] - The previous suspension of deliveries was due to a 125% tariff on imported aircraft, which has now been lifted for certain aircraft and parts, allowing airlines to import at lower rates of 5% for narrow-body and 1% for wide-body aircraft [7][8] Group 2 - Several Chinese airlines, including Xiamen Airlines and China Eastern Airlines, are preparing to resume accepting Boeing aircraft, with additional deliveries expected in June [7][8] - Boeing's market in China is significant, with 25% of its new aircraft deliveries going to China at its peak in 2018; the company has delivered 20 aircraft to China this year and plans to deliver 29 more by year-end [8] - The article also highlights the impact of U.S. export restrictions on aircraft engines, particularly affecting the C919 aircraft, which relies on the LEAP-1C engine produced by a joint venture between GE and Safran [10][11] Group 3 - The C919 aircraft program is progressing, with recent deliveries made to Chinese airlines, and the domestic engine, Changjiang-1000A, is undergoing testing [11][13] - The article notes that while the U.S. has imposed restrictions on engine exports, this may accelerate China's efforts to develop its own aviation engines [10][13]

早 报 精 选 1、 中美经贸磋商机制首次会议在英国伦敦举行。 2、商务部国际贸易谈判代表兼副部长李成钢：中美就落实两国元首通话共识及日内瓦 会谈共识达成框架。 3、外交部：中方将对53个非洲建交国实施100%税目产品零关税。 4、兴业证券迎新帅，由华福证券董事长苏军良出任。 5、知情人士称泡泡玛特年初已扩产能，但需求远超供应链反应速度。 行 业 新 闻 1、 自6月10日晚间至6月11日午后，已有包括比亚迪、中国一汽、吉利汽车及小米 汽车等在内的15家主机厂先后表声明，承诺将供应商支付账期统一控制在60天以内， 以加速产业链资金周转效率，保障产业链供应链稳定，发挥领军企业担当，促进汽车 产业高质量发展。 2、工业和信息化部办公厅、国家发展改革委办公厅发布关于开展生物制造中试能力建 设平台培育工作的通知。通知提出，立足生物制造产业化现状和技术发展需求，聚焦 生物制造各领域中试环节的短板和痛点，根据技术工艺装备特点，培育食品及添加 剂、生物制药、化妆品、化工、能源、酶制剂等重点产品领域的中试平台，有效带动 产业链上下游协同创新发展。 3、从知情人士处获悉，随着IP热度的持续攀升，泡泡玛特春节开始紧急找工人复工， ...

Group 1: Domestic Policy Developments - The phone call between President Xi Jinping and President Trump on June 5 aimed to recalibrate the direction of China-US relations, emphasizing the importance of dialogue and cooperation to resolve economic issues [10][11][12] - Premier Li Qiang's conversation with Canadian Prime Minister Carney on June 6 highlighted the desire to improve China-Canada relations, focusing on mutual opportunities rather than threats [12][13] Group 2: Economic Outlook - The OECD's latest economic outlook report predicts global economic growth rates of 2.9% for both 2025 and 2026, a downward revision from previous forecasts due to increased trade barriers and economic policy uncertainties [15][22] - The report indicates that the US economy is expected to grow by 1.6% and 1.5% in 2025 and 2026, respectively, with inflation rates projected to be 3.2% and 2.8% for the same years [15][21] Group 3: Equity Market Analysis - Following the easing of trade tensions due to the US-China dialogue, major A-share indices rebounded, with the ChiNext and Shenzhen Composite Index rising by 2.3% and 1.8%, respectively [24] - The net inflow of southbound funds reached 13.681 billion yuan during the week, indicating positive market sentiment [24] Group 4: Fixed Income Market Analysis - The central bank's net withdrawal of 671.7 billion yuan since June has contributed to a more relaxed liquidity environment, with the DR007 rate remaining below 1.6% [46] - The ten-year government bond yield was recorded at 1.66% as of June 6, reflecting stable interest rates in the fixed income market [46] Group 5: Commodity Market Insights - The commodity market saw fluctuations, with non-ferrous metals rebounding and crude oil prices continuing to rise, while pork prices experienced a decline [4] - The IEA has predicted a decline in global oil demand, which may impact related sectors [4] Group 6: Financial Policy Developments - The China Securities Regulatory Commission approved Central Huijin's control over eight companies, enhancing its influence in the financial sector [25] - The Shanghai Stock Exchange held a meeting focused on high dividend returns and enhancing the value of listed companies, indicating a push for improved corporate governance [26][27]