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运营商财经网康钊:中国货运飞机几乎使用的全是美国波音飞机
Xin Lang Cai Jing· 2025-06-23 04:35
Group 1 - Airbus secured orders worth $21 billion at the Paris Air Show, while Boeing did not disclose its sales figures [2] - Boeing dominates the global cargo aircraft market, particularly in China, despite facing challenges in the commercial passenger aircraft sector due to safety incidents [2] - China's focus on developing large passenger aircraft has led to a lack of attention on cargo aircraft, resulting in limited models and lower payload capacities for domestic cargo planes [2] Group 2 - Boeing's cargo aircraft shortage is emphasized, with estimates indicating a gap of approximately 60 aircraft needed to meet the projected fleet capacity demand by 2027 [4] - The largest cargo aircraft in China, the Y-20, has a maximum takeoff weight of 220 tons and a payload capacity of 66 tons, while Boeing's 747-8F has a maximum payload capacity of 133 tons [4] - The performance of Chinese cargo aircraft is hindered by insufficient engine power, necessitating significant improvements in aviation engine technology to compete with Boeing [4]
有“苏超”的长三角将逼近世界第一
首席商业评论· 2025-06-20 04:09
2024年,长三角GDP规模全球第2,仅次于美国波士华城市群。 想去现场看"五大联赛"吗?在中国就有,请看最近火热的"苏超"。 想去发达国家吗?也不用出国,就在长三角。 伴随着苏超和江苏十三太保一起爆火的还有同样有热度的长三角经济。 按照通常发达国家的标准,人均达到2万美元,就算跨入了门槛。根据统计,在2024年,长三角人均GDP已经达到了1.95万美元,离开发达经济体标准线仅一步之 遥。 此外,一份由长三角区域合作办公室牵头编制的《数说长三角2025》的数据显示,2024年,长三角GDP总量4.65万亿美元,经济规模位居全球都市圈第二,仅次于 美国波士华城市群。 2023年,长三角三省一市以不到4%的国土面积,创造了全国近四分之一的经济总量。9座GDP万亿城市,数量方面也位居全国前列…… 长三角为什么可以算是世界级的经济区域?有哪些原因导致长三角的经济跃居全国第一?长三角未来发展的新方向又在哪里呢? 强过大湾区和法国?长三角有何江湖地位? 首先要明确一个概念,现在所谓的 长三角 经济区范围,包括了 上海、江苏、浙江和安徽 ,三省一市的地理区域。 有自媒体拿粤港澳大湾区来和长三角做比较,从人均来看,大湾区人均 ...
亿航智能与阿根廷国家飞机制造公司签署战略合作备忘录
news flash· 2025-06-19 14:39
Core Viewpoint - EHang Intelligent announced a strategic cooperation memorandum with Argentina's FAdeA to focus on the certification, localization, and operational service system for its EH216-S eVTOL in Argentina and Latin America during the 2025 Paris International Aerospace Exhibition [1] Group 1 - EHang Intelligent is collaborating with FAdeA, the Argentine national aircraft manufacturer [1] - The partnership aims to enhance the certification process for the EH216-S eVTOL in Argentina and the broader Latin American region [1] - The cooperation will also involve local production and the establishment of an operational service system for the eVTOL [1]
“要么提好协议,要么付钱”!特朗普再批欧盟
第一财经· 2025-06-19 11:16
2025.06. 19 本文字数:2302,阅读时长大约4分钟 作者 | 第一财经 冯迪凡 近期,美国总统特朗普在加拿大七国集团(G7)峰会期间同欧盟委员会主席冯德莱恩终于举行了首次 双边会晤 。 然而会后,特朗普再次批评欧盟,称"他们要么提出一个好协议,要么就得按照我们说的付钱"。 特朗普是在当地时间17日乘坐空军一号提前回国时在飞机上作出上述表述的。他称,欧盟需要"公平贸 易",否则将面临更高关税,称"我们正在谈判,但我觉得他们还没有提出一个公平的协议"。 特朗普还重申了他长期以来的观点,即欧盟成立的目的是"在贸易上损害美国"。 目前,美欧双方面临7月9日的关税暂停期截止日期,双方团队也在近期加快了谈判速度。 正在法国调研的对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博士生导师赵永升对第一财经 记者表示,特朗普在美欧贸易谈判中关注的始终是解决所谓的贸易逆差问题,贸易逆差如果以美方的计 算方式数额庞大,光靠关税不够,需要由开放市场准入、购买美国产品和对美投资等多种组合方式形成 ,"同时要关注近期美英之间达成的协议以及其中涉及进口汽车配额相关内容,现在压力给到欧盟。" 来源:新华社 "要么提好协议,要么 ...
特朗普再批欧盟“要么提好协议,要么付钱”,有何谋划?|全球贸易观察
Di Yi Cai Jing· 2025-06-19 10:54
特朗普重申了他长期以来的观点,即欧盟成立的目的是"在贸易上损害美国"。 近期,美国总统特朗普在加拿大七国集团(G7)峰会期间同欧盟委员会主席冯德莱恩终于举行了首次双边会晤。 然而会后,特朗普再次批评欧盟,称"他们要么提出一个好协议,要么就得按照我们说的付钱"。 特朗普是在当地时间17日乘坐空军一号提前回国时在飞机上作出上述表述的。他称,欧盟需要"公平贸易",否则将面临更高关税,称"我们正 在谈判,但我觉得他们还没有提出一个公平的协议"。 特朗普还重申了他长期以来的观点,即欧盟成立的目的是"在贸易上损害美国"。 目前,美欧双方面临7月9日的关税暂停期截止日期,双方团队也在近期加快了谈判速度。 正在法国调研的对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博士生导师赵永升对第一财经记者表示,特朗普在美欧贸易谈判中关 注的始终是解决所谓的贸易逆差问题,贸易逆差如果以美方的计算方式数额庞大,光靠关税不够,需要由开放市场准入、购买美国产品和对美 投资等多种组合方式形成,"同时要关注近期美英之间达成的协议以及其中涉及进口汽车配额相关内容,现在压力给到欧盟。" "要么提好协议,要么付钱" 在同特朗普进行会谈后,冯德莱恩表 ...
印度波音 787 坠机,和孩子一起聊聊波音飞机背后的故事|Knock Knock 世界
声动活泼· 2025-06-19 10:46
Core Viewpoint - The article discusses the recent challenges faced by Boeing, particularly focusing on safety issues, declining orders, and the impact of a recent plane crash, highlighting the company's struggle to maintain its reputation and market position in the aviation industry [1][3][18]. Group 1: Recent Incidents and Impact - On June 12, 2025, an Indian Airlines Boeing 787 crashed shortly after takeoff, resulting in 241 fatalities and only one survivor, marking it as one of the worst aviation disasters in a decade [1]. - Following the crash, India's aviation regulatory body ordered inspections of all Boeing 787 aircraft and is considering grounding the model [1]. - The crash has intensified scrutiny on Boeing, contributing to a significant trust crisis and damaging the company's brand image [3]. Group 2: Boeing's Historical Context - Boeing, established in 1916, was once a dominant force in the aviation industry, producing iconic aircraft like the Boeing 707 and 747, which significantly shaped commercial aviation [4][6]. - The Boeing 747, known for its four engines and dual-deck design, was a technological pinnacle for the company, capturing over 60% of the global commercial aviation market at its peak [6]. Group 3: Financial Performance and Order Decline - Boeing's new aircraft orders plummeted by approximately 60% last year, reflecting a severe downturn in demand [3]. - The company has faced continuous losses since 2019, accumulating a net loss of $36 billion (approximately 260 billion RMB) over six years, marking the longest period of losses in its history [9]. Group 4: Cultural and Operational Changes - The decline in Boeing's engineering culture began after its acquisition of McDonnell Douglas in 1997, shifting the focus from safety and quality to profit maximization [10]. - Boeing's decision to outsource critical components led to quality control issues, exemplified by the delayed production of the 787 Dreamliner, which was three years behind schedule due to unusable parts from suppliers [11]. Group 5: Safety Issues and Regulatory Scrutiny - The 737 MAX crisis, resulting from rushed upgrades to compete with Airbus, led to two fatal crashes and revealed significant flaws in Boeing's safety management systems [13][14]. - Investigations uncovered 27 issues within Boeing's safety management, including poor communication and lack of effective reporting channels [14]. Group 6: Future Outlook and Market Position - Despite its challenges, Boeing is unlikely to face bankruptcy due to its dominant position in the commercial aircraft market, which is primarily shared with Airbus [18]. - The company is working with the FAA to implement a new safety management system to address quality and safety concerns, aiming to restore public trust [20].
波音正在“急速坠落”
3 6 Ke· 2025-06-19 09:46
Core Viewpoint - Boeing has faced a significant decline in its reputation and financial performance due to a series of accidents and a shift away from its engineering culture towards a focus on cost-cutting and shareholder returns [2][3][6]. Financial Performance - Boeing has incurred a cumulative loss of $35.991 billion from 2019 to 2024, marking the largest six-year loss in its 108-year history [2]. - The company has engaged in substantial stock buybacks, spending $43.4 billion from 2013 to 2019, while its cumulative profits during that period were only $38.8 billion [8]. Engineering Culture Shift - The company abandoned its strong engineering culture after acquiring McDonnell Douglas in 1997, prioritizing financial stability and stock price over quality and innovation [3][6]. - Boeing's obsession with cost control led to significant reductions in development budgets, exemplified by the 737 MAX project, which saw costs slashed from an initial $25 billion to only $2.5 billion [4][5]. Market Position and Competition - Boeing's market share has been eroded by Airbus, which has outperformed Boeing in aircraft deliveries since 2019, delivering 766 aircraft in 2024 compared to Boeing's 348 [16][18]. - The global commercial aircraft market is increasingly competitive, with emerging players like COMAC's C919 and Russia's MC-21 posing additional threats to Boeing's dominance [19][20]. Manufacturing and Supply Chain - Boeing has shifted a significant portion of its manufacturing overseas, with foreign suppliers handling 70% of the work on the 787 project, compared to only 2% for the 727 project [13]. - The company is attempting to regain control over its supply chain by acquiring key suppliers, such as the recent acquisition of a critical parts supplier [21]. Future Outlook - Boeing's future growth prospects are dimmed by a projected decline in global air travel demand growth, with passenger volume growth expectations lowered from 4.7% to 4.2% [20]. - The company is exploring options to re-enter the Russian market and is investing in new technologies, including electric and smart aviation solutions [21].
特稿 | 闪辉:发展制造业仍是当前政策重点,经济再平衡长期方向明确
Di Yi Cai Jing· 2025-06-18 01:33
而实现中国经济的再平衡,使之更侧重于内需和家庭消费,这一长期方向亦相当明确。 5月12日,中美两国在日内瓦举行贸易谈判后发表联合声明,同意缓和贸易紧张局势,并就经贸关系展开持续对 话。具体而言,美国将取消此前几轮对中国的报复性关税,并在5月14日起的90天时间内暂停加征34%"对等"关税 中24%的部分,但维持加征剩余10%的关税。 这意味着自美国总统特朗普第二届任期以来,美国对中国法定关税税率的增加幅度将从此前的145个百分点降至30 个百分点。计入现有的金属、汽车和半导体等行业关税豁免以及特朗普第二届任期前的美国有效关税税率,我们 估算目前美国对中国的有效关税税率自贸易紧张局势缓和前的107%,下降至39%左右,其中包括2018年~2019年 加征的11个百分点和今年年初以来加征的28个百分点的有效税率。同样,中国也将采取对等措施暂停加征关税, 将对美有效关税税率自144%下调至30%左右。 5月12日以前,外界普遍预计中美贸易摩擦将有所缓和,我们曾假设中美日内瓦贸易谈判将把美国对原产中国商品 的关税税率从超过100%下调至50%~60%。联合声明宣布的关税下调幅度超出了市场和我们的预期,这意味着关 税对 ...
特朗普:将暂缓对俄罗斯实施制裁;美政府或再限制36个国家公民入境;波音787再出状况,日本一客机着陆后“抛锚”丨早报
Di Yi Cai Jing· 2025-06-17 00:14
第一财经每日早间精选热点新闻,点击「听新闻」,一键收听。 【今日推荐】 特朗普:美国将暂缓对俄罗斯实施制裁 当地时间16日,美国总统特朗普表示,美国将暂缓对俄罗斯实施制裁,以期达成协议。俄罗斯外交部发 言人扎哈罗娃16日说,应美方提议,俄美旨在消除两国关系中"刺激因素"、实现两国外交使团活动正常 化的新一轮双边磋商已取消。她表示,希望这一"停顿"不会持续太久。 美政府或再限制36个国家公民入境 美国媒体日前报道,美国政府正在考虑进一步扩大旅行禁令,可能禁止另外36个国家的公民入境美国。 报道称,美国国务院的内部备忘录显示,可能面临签证禁令或其他入境限制的新增国家包括埃及、吉布 提、津巴布韦、尼日利亚等25个非洲国家,几个加勒比国家,以及若干亚洲国家和太平洋岛国。 波音787再出状况 日本一客机着陆后"抛锚" 日本国土交通省大阪机场事务所消息,当地时间16日13时5分左右,日本全日空公司一架从北海道新千 岁机场飞往大阪伊丹机场的客机(航班号NH774),着陆后出现在滑行道上无法移动的状况,导致机场 部分跑道和滑行道一度临时关闭。客机最终由牵引车等拖至停机位。据了解,发生状况的这架客机与12 日在印度坠毁的客机机 ...