《中国民航报》、中国民航网 记者胡夕姮 通讯员董强 报道：8月13日11时11分，中国商飞客服公司编 号为B-603Q的C909飞机从乌鲁木齐天山国际机场起飞，经过2小时4分钟的飞行，于当地时间10时15分 顺利抵达哈萨克斯坦卡拉干达机场，成功执行"乌鲁木齐—卡拉干达"国际运行验证试飞任务。此次验证 飞行标志着国产民机首次按照CCAR-135部规章在"一带一路"航线上开展国际验证飞行，开启了国产飞 机飞出国门、走向国际的新篇章。 （华东局供图） 试飞任务结束后，验证飞行组返回乌鲁木齐，验证工作组立即召开线上复盘会议，对此次国际运行补充 合格审定进行总结，固化试飞经验与成果，后续将通过程序修订、手册完善、制度落实等方式进一步提 升工作效能。（编辑：许浩存 校对：李佳洹 审核：程凌） 此前，为扎实推进高质量共建"一带一路"及中国商飞国际化战略部署，商飞客服向民航华东地区管理局 申请依据CCAR-135部规章实施国际运行补充合格审定。华东局对此项审定工作给予高度重视，要求客 服公司做好运行手册规章符合性、特业人员训练、运行控制与保障、运行风险分析等方面的准备工作。 公司根据局方在文审阶段提出的整改建议，进一步完善了 ...

Group 1 - The stock price of Xirui (02507) reached a historical high of 75.65 HKD, with a current increase of 12.02% to 72.25 HKD and a trading volume of 463 million HKD [1] - Xirui plans to hold a board meeting on August 26 to approve its interim results, with expectations of exceeding previous profit forecasts due to strong first-quarter deliveries and anticipated natural growth in subsequent quarters [1] - Huachuang Securities projects that Xirui will achieve net profits attributable to shareholders of 1.15 billion, 1.33 billion, and 1.54 billion RMB for the years 2025-2027, with a growth rate exceeding 30% in 2025 [1] Group 2 - Haitong International highlights Xirui's comprehensive product system covering the mid-to-high-end market, driven by its SR2X series single-engine piston aircraft and Vision Jet [1] - The private aviation market is expected to experience rapid growth due to an increase in high-net-worth individuals, regional market expansion, technological innovations enhancing flight experiences, and supportive policies promoting industry development [1]

Core Viewpoint - Mitsubishi Heavy Industries has made the difficult decision to abandon its regional jet project, marking a significant setback for Japan's aviation industry, which has seen a decline from its historical prominence in aircraft manufacturing over the past 67 years [1][2]. Group 1: Historical Context of Japanese Aviation Industry - The Japanese aviation industry began in the early 20th century, primarily driven by military needs, with significant government support and investment [3][4]. - Post-World War II, Japan's aviation industry faced severe restrictions from the U.S., leading to a complete collapse of its aircraft manufacturing capabilities [4][5]. - The YS-11 project, Japan's first post-war commercial aircraft, was launched in 1956 but ultimately failed due to market misjudgments and safety concerns, resulting in significant financial losses [10][11][12]. Group 2: Shift to International Cooperation - In the 1980s, Japan shifted its strategy from independent aircraft development to international cooperation, primarily with Boeing, to mitigate risks and align with global production trends [19][20]. - Japanese companies participated in various Boeing projects, contributing to components but remained excluded from core design and development roles, limiting their technological advancement [24][26]. Group 3: Recent Developments and Challenges - The MRJ project, initiated in 2008, aimed to revive Japan's commercial aircraft manufacturing but faced numerous setbacks, including design changes and financial pressures, leading to its eventual cancellation [33][35]. - Japan's reliance on the U.S. market and technology has hindered its ability to independently develop competitive aircraft, as seen in the struggles of the SpaceJet project [39][40]. - In contrast, China's ARJ21 project has successfully entered the market, highlighting the differences in approach and outcomes between the two countries' aviation industries [40][41].

10月10日，工信部等四部门印发《绿色航空制造业发展纲要（2023-2035年）》（下称《纲要》）。 《纲要》提出，开辟电动航空新领域、布局氢能航空等新赛道。充分发挥绿色航空领域主机企业主力军 和中小企业生力军的作用，加强优质企业梯度培育。同时，鼓励企业充分利用好市场化投融资渠道；推 动社会资本以融资租赁、股权投资等方式积极参与绿色航空装备研制和运营服务。 我国绿色航空制造业发展面临重大战略机遇，《纲要》指出，我国航空运输、物流配送、城市空运、航 空应急救援等领域均具有巨大潜在市场。 在主要任务方面，《纲要》从构建协同高效的绿色技术创新体系、构建开放融合的绿色航空产业体系等 多方面提出12项具体举措。 在构建开放融合的绿色航空产业体系方面，《纲要》强调，构建绿色航空产业链，充分发挥绿色航空领 域主机企业主力军和中小企业生力军的作用，加强优质企业梯度培育。发挥主机企业在技术、标准、资 金、人才方面的优势和中小企业在产业创新、强链稳链中的支撑作用，重点围绕电动航空器，加快形成 安全高效的电机、电池、飞控、材料等现代化产业链。（记者 郭博昊） 【纠错】 【责任编辑:黄海荣 】 《纲要》提出，到2025年，使用可持续 ...

Core Viewpoint - The company Shanhai Intelligent has received insurance compensation for three aircraft that were stranded in Russia due to geopolitical conflicts, marking a significant financial event for the company [2][5]. Group 1: Company Overview - Shanhai Intelligent's wholly-owned subsidiary AVMAX had signed three aircraft leasing contracts with Russian clients, which became problematic following the geopolitical conflict that began in February 2022 [2]. - The company entered the general aviation sector in 2002 and acquired Canadian AVMAX in 2016, establishing a comprehensive industry chain that includes aircraft manufacturing, operation, and service [5]. Group 2: Financial Impact - AVMAX has reached an agreement with its insurance provider for a compensation amount of $29 million, with a net amount of approximately $22.97 million received after deducting legal fees [5]. - The insurance compensation, after tax deductions, is expected to positively impact the company's net profit by approximately 126 million yuan, which represents 172.92% of the company's net profit attributable to shareholders from the previous year [5]. Group 3: Market Performance - As of the latest report, Shanhai Intelligent's revenue for the first quarter of 2025 was 1.513 billion yuan, a decrease of 8.96% year-on-year, while the net profit attributable to shareholders increased by 57.31% to 32.46 million yuan [7]. - The company's stock has experienced significant growth, with a cumulative increase of 123.19% over 16 trading days, leading to a market capitalization of approximately 19.2 billion yuan [7]. Group 4: Industry Context - Other companies, such as Zhejiang Rifa Precision Machinery Co., Ltd., are also facing challenges with aircraft stranded in Russia, highlighting a broader issue within the aviation leasing industry due to geopolitical tensions [7][8]. - Rifa's subsidiary Airwork Holdings has initiated legal action against its insurance provider regarding compensation for aircraft that remain in Russia, indicating ongoing disputes in the industry related to insurance claims [7][10].

陆兆福称，当前，所有航空公司都在寻求多元化飞机采购，追求更快的交付和更低的价格。 他指出："目前波音和空客的飞机交付等待时间长，商飞无疑是航空公司考虑的制造商之一。亚洲航空 有兴趣了解，但尚未确认。我不了解商业谈判的细节。"他称，马来西亚新航空公司Air Borneo计划于今 年底开始运营，也表达了对商飞客机的兴趣。 陆兆福提到，4月份发表的中马联合声明中提到，双方将"支持马方航空公司引进和运营商用飞机"。 据悉，C919尚未获得欧洲航空安全局的认证。对此，陆兆福认为，欧盟认证对东南亚航空公司不是问 题，因为该地区航空公司主要寻求单通道窄体飞机用于国内和东南亚内部航线，而非飞往欧洲的长途航 线。他表示，若马来西亚航空公司购买商飞飞机，只需获得该国民航局批准。 去年2月，C919开启东南亚演示飞行 央视新闻 【文/观察者网 齐倩】据央视新闻消息，7月17日，中国和马来西亚互免签证协定正式生效。 由于游客增加，以及商务和学生旅客的增长，近年中马之间的航班数量激增。 近日，马来西亚交通部长陆兆福（Anthony Loke）接受采访时称，中马互免后，随着航空旅行的增长， 以及空客和波音交付的积压，东南亚地区对中国商飞 ...

Core Viewpoint - The company is focusing on digital transformation to enhance production efficiency and management levels, aiming to improve profit margins in the context of industry challenges [1] Group 1: Digital Transformation Impact - Anhui's Laoxiangji has increased its gross margin from 20% to 24% through digital transformation [1] - Fresh Legend's small stores have seen a rise in gross margin from 18% to 28% due to similar digital initiatives [1] Group 2: Company Strategy - The company plans to continue its smart transformation and digital upgrade in production processes, aligning with its business expansion progress [1] - The company expresses gratitude for investor interest and emphasizes its commitment to improving delivery efficiency and management standards [1]

Group 1 - The return of unilateralism, particularly through the U.S. tariff policy, poses significant risks to global economic stability and multinational companies [1][4] - Embraer, the third-largest aircraft manufacturer globally, has reported potential losses in the billions due to impending U.S. tariffs, which could severely impact its financial health and international cooperation [1][3] - The U.S. government's proposed 50% tariff on Embraer's aircraft could lead to an additional cost of 50 million Brazilian Reais (approximately 6.42 million RMB) per aircraft, resulting in order cancellations, delivery delays, and potential layoffs [3][4] Group 2 - The challenges faced by Embraer are reflective of broader issues affecting global industries, as nearly every sector is impacted by U.S. protectionist policies, disrupting normal international trade [4][6] - The unilateral trade policies of the U.S. threaten the interconnectedness of the global economy, with potential long-term consequences for U.S. companies that rely on global supply chains [6][9] - The warning from Embraer serves as a broader alert regarding the future of globalization, highlighting the need for multinational companies to navigate increasing uncertainties in international trade [9]

Core Viewpoint - The president of Embraer, Francisco Gomes Neto, expressed concerns that potential U.S. tariffs could lead to order cancellations and layoffs, resulting in losses amounting to billions of dollars for the company [1] Group 1: Financial Impact - Embraer's internal estimates suggest that a 50% tariff would increase the cost by 50 million Brazilian Reais (approximately 6.423 million RMB) for each aircraft [1] - The company anticipates negative consequences such as order cancellations, delivery delays, reduced investments, and potential layoffs due to the tariffs [1] Group 2: Market Position and Sales - Embraer is the third-largest commercial aircraft manufacturer globally, following Boeing and Airbus [1] - The U.S. is a major export market for Embraer, with sales of commercial and executive jets to the U.S. accounting for 45% and 70% of the company's total sales, respectively [1] Group 3: Customer Relations - American Airlines has ordered 74 jets from Embraer, with the contract valid until 2032; however, they are considering postponing deliveries until the tariff situation is resolved [1]

Core Insights - In June, U.S. businesses unexpectedly reduced orders for commercial equipment, indicating a cautious attitude towards capital expenditure due to uncertainties in trade and government policies [1][4] - Durable goods orders fell by 9.3%, better than the expected decline of 10.7%, while non-defense capital goods orders excluding aircraft decreased by 0.7%, contrary to the expected growth of 0.1% [5][6] - The report highlights that small businesses have also reduced capital spending and investment plans due to increased import tariffs eroding profits and raising raw material costs [5] Economic Indicators - Core capital goods shipments, which exclude aircraft and military equipment, increased by 0.5%, revised from 0.4%, indicating a clearer picture of actual sales [6] - The U.S. Commerce Department is set to release preliminary estimates for second-quarter GDP, with expectations of a 0.5 percentage point annualized decline in business equipment spending compared to the first quarter [6] - Boeing reported a significant drop in orders for commercial aircraft in June, with only 116 orders compared to 303 in May, reflecting volatility in this sector [6] Market Sentiment - The uncertainty surrounding trade and tariff policies continues to pose risks for long-term investment planning, particularly for companies with global supply chains [5] - The manufacturing sector's performance has been mixed, with a notable decline in the preliminary manufacturing index from S&P Global, marking the largest drop in three years [6]