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波音(BA.US)“翻身”,空客“失宠”? 国际航协:波音交付表现显著改善
Zhi Tong Cai Jing· 2025-12-09 11:10
在经历737MAX安全事故以及2024年MAX9门塞事件后,波音经过监管限产、收购Spirit AeroSystems等 一系列"自我整顿",近期交付表现有所企稳,被IATA公开评价为"实际交付表现显著改善"。与之相对, 空客之前被视为"更稳的那个",如今却因为供应链与质量问题不断下调交付目标、增加停场检查,自然 形成强烈反差。 "我认为我们正在看到一种转变,即市场普遍承认波音的交付表现已经显著改善。人们对波音履行其作 出的交付承诺有了更强劲信心,而我们也看到,人们对空客的信心正在减弱。"该行业组织总干事威利. 沃尔什(Willie Walsh)对记者表示。 "然而,这对于整个行业来说是令人感到失望的,因为全球新飞机的交付数量将低于此前市场的普遍预 期。"他在采访中补充表示。 最近空客遭遇A320机身金属蒙皮质量问题、软件修复、发动机与舱内供应链持续紧张,不得不在年末 把本来就被质疑的2025年交付目标从820架下调到790架;叠加之前多次指引下修以及波音交付表现的"相 对修复",让市场感觉空客公司的交付承诺"如同儿戏",这就是对于空客公司信心骤降的根本原因。 IATA总干事沃尔什最新的表态就是这种情绪的集中 ...
【环球财经】波音将关键供应商势必锐重纳麾下
Xin Hua She· 2025-12-09 10:39
新华财经北京12月9日电 波音公司8日宣布,已完成对波音飞机零部件主要供应商美国势必锐航空系统 公司的收购。 势必锐航空系统公司为波音生产737系列等商用飞机机身以及防务、航天项目的关键零部件。波音去年7 月宣布收购势必锐。包括后者的负债在内,这笔交易总金额约83亿美元。 势必锐原本是波音旗下子企业。波音2005年将其剥离,称此举有利于降低采购成本、将业务重心放 在"大规模系统集成"上。美联社报道说,势必锐近年来被批存在一系列制造问题,波音重新将其纳入麾 下,标志着这家飞机制造商多年来将客机生产环节重要工作外包的战略发生转变。 去年1月,美国阿拉斯加航空公司一架737 MAX客机飞行途中机舱侧面一处门塞(内嵌式应急门)脱 落,客机紧急降落,幸无人员伤亡。调查发现,4个本应将门塞固定到位的螺栓缺失。美国联邦航空局 今年9月说,对"门塞脱落"事件的调查发现,位于华盛顿州伦顿的波音737工厂及势必锐位于堪萨斯州威 奇托的工厂"存在数百项质量体系违规行为"。 (文章来源:新华社) 波音8日在声明中说,这项收购凸显波音"在加强商业制造和供应链稳定性的同时致力于航空安全和飞机 质量"。波音首席执行官凯利·奥特伯格称,收购 ...
【微特稿】波音将关键供应商势必锐重纳麾下
Xin Hua She· 2025-12-09 07:59
【新华社微特稿】波音公司8日宣布,已完成对波音飞机零部件主要供应商美国势必锐航空系统公司的 收购。 势必锐航空系统公司为波音生产737系列等商用飞机机身以及防务、航天项目的关键零部件。波音去年7 月宣布收购势必锐。包括后者的负债在内,这笔交易总金额约83亿美元。 波音8日在声明中说,这项收购凸显波音"在加强商业制造和供应链稳定性的同时致力于航空安全和飞机 质量"。波音首席执行官凯利·奥特伯格称,收购势必锐"对波音历史和未来成功而言是关键时刻"。 去年1月,美国阿拉斯加航空公司一架737 MAX客机飞行途中机舱侧面一处门塞(内嵌式应急门)脱 落,客机紧急降落,幸无人员伤亡。调查发现,4个本应将门塞固定到位的螺栓缺失。美国联邦航空局 今年9月说,对"门塞脱落"事件的调查发现,位于华盛顿州伦顿的波音737工厂及势必锐位于堪萨斯州威 奇托的工厂"存在数百项质量体系违规行为"。(完)(惠晓霜) 势必锐原本是波音旗下子企业。波音2005年将其剥离,称此举有利于降低采购成本、将业务重心放 在"大规模系统集成"上。美联社报道说,势必锐近年来被批存在一系列制造问题,波音重新将其纳入麾 下,标志着这家飞机制造商多年来将客机生产环 ...
炼石航空科技股份有限公司董事会决议公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000697 证券简称:*ST炼石 公告编号:2025-068 炼石航空科技股份有限公司 董事会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或者重大 遗漏。 一、董事会会议召开情况 炼石航空科技股份有限公司(以下简称"公司")第十一届董事会第二十三次会议以通讯表决的方式召 开,会议通知及会议资料于2025年12月3日以电子邮件方式送达各位董事及高级管理人员。本次会议表 决截止时间为2025年12月5日12时,会议应参加表决的董事9人,实际参加表决的董事9人。会议的召开 符合《公司法》等法律法规和《公司章程》的规定。 二、董事会会议审议情况 经表决,通过了以下决议: 1、《关于变更注册资本并修订〈公司章程〉的议案》 会议经过表决,通过了《关于变更注册资本并修订〈公司章程〉的议案》。 因执行《重整计划》实施资本公积金转增股本,公司注册资本由873,100,876元变更为1,396,088,300元。 鉴于公司注册资本的变更,根据《公司法》等有关规定,公司拟对《公司章程》相应条款进行修订。具 体修订内容如下: ...
(近观中国)走好“新甲子”,习近平为中法关系明路径
Zhong Guo Xin Wen Wang· 2025-12-05 13:25
(近观中国)走好"新甲子",习近平为中法关系明路径 中新社北京12月5日电 题:走好"新甲子",习近平为中法关系明路径 中新社记者 李晓喻 "中法两国人民有着天然亲近感",4日,在同来华进行国事访问的法国总统马克龙举行会谈时,中国国 家主席习近平如是说。 12月4日,中国国家主席习近平在北京同来华进行国事访问的法国总统马克龙举行会谈。会谈后,两国 元首共同会见中外记者。中新社记者 盛佳鹏 摄 马克龙此行是其任内第四次造访中国,也是对去年习近平访法的回访。频密的高层互动,成为中法两国 关系持续发展的生动注脚。 今年是中法关系"新甲子"的开局之年。新的历史起点上,中法关系如何走得更稳更好备受关注。从习近 平与马克龙此次会谈,外界可解读出推动中法关系行稳致远的三重意涵。 ——展现独立自主。 中法关系是世界大国关系中一对特殊的关系。法国是第一个同新中国建立大使级外交关系的西方大国, 也是第一个同中国开辟直航航线的西方国家、第一个同中国开展民用核能合作的西方国家。一连串"第 一",足见中法关系始终走在中国同西方主要发达国家关系前列。 复旦大学欧洲问题研究中心主任丁纯接受中新社记者采访时表示,中法之所以能够成为特殊的朋友 ...
欧洲希望在中国?特朗普要卖欧求荣,马克龙:必须找中国谈谈
Sou Hu Cai Jing· 2025-12-05 02:13
Group 1 - The core message of the article highlights the increasing interest of Western leaders, particularly from Europe, in engaging with China amid escalating US-China tensions, signaling a strategic pivot towards China for economic cooperation and geopolitical stability [1][3][5] - The trade volume between China and France reached $79.58 billion, with a 12% growth in the first three quarters of 2024, indicating China's significant market appeal and the importance of bilateral economic ties [3][11] - Macron's visit to China is seen as an effort to establish a strategic partnership and secure economic cooperation ahead of Trump's planned visit, reflecting Europe's urgency to find a way forward amidst US pressure [5][13][15] Group 2 - The article discusses the adverse effects of Trump's "America First" policy on Europe, including a 20% tariff imposed on the EU, which has exacerbated economic challenges, particularly in Germany and France [7][9] - Macron's diplomatic efforts include a 23-page cooperation agenda that encompasses Airbus aircraft procurement and joint production of solar components, showcasing a proactive approach to strengthen ties with China [9][11] - The establishment of a carbon neutrality cooperation center and agreements on offshore wind projects illustrate the deepening collaboration in emerging sectors, which is more appealing to Europe than mere trade [13][23] Group 3 - The article emphasizes that European companies are increasingly recognizing the necessity of collaborating with China for survival, as evidenced by their participation in trade fairs despite US pressures [17][18] - The deepening industrial ties, such as the increased investment by French semiconductor companies in China, highlight the impracticality of decoupling from the Chinese market [19][21] - Macron's visit is framed as a strategic move to secure long-term development partnerships with China, moving beyond short-term economic gains to establish a shared future [21][25]
加快构建“大消费”格局 天津“十四五”商务高质量发展成果丰硕
Sou Hu Cai Jing· 2025-12-04 11:11
Core Viewpoint - The construction of Tianjin as an international consumption center has achieved positive results during the "14th Five-Year Plan" period, with significant advancements in trade, investment, and consumer services [2][3][4][5][6] Group 1: International Consumption Center Development - The "14th Five-Year Plan" period has seen the establishment of a "big consumption" pattern, with the international consumption center construction yielding positive outcomes. The "Golden Street" was awarded the title of "National Demonstration Pedestrian Street," with expected increases in foot traffic and sales by 68% and 110% respectively by 2025 compared to the end of the "13th Five-Year Plan" [3] - Approximately 4 million square meters of new commercial space was added, and 240.8 thousand square meters of idle commercial facilities were revitalized. Policies such as transit visa exemptions and port visas have been effectively utilized, enhancing the influence of events like the Beijing-Tianjin-Hebei Consumption Season [3] Group 2: Institutional Opening and Trade Growth - The implementation of 686 institutional innovation measures in the Free Trade Zone has showcased its role as an experimental field, with 52 cases replicated nationwide. The service sector has seen orderly expansion, particularly in finance, healthcare, and telecommunications [3][4] - The annual growth rate of import and export volume is 2.5%, with over 13 thousand enterprises engaged in foreign trade. Private enterprises have surpassed foreign enterprises as the largest trade entity, with the proportion of electromechanical products in exports rising to 66.5% [4] Group 3: Investment and Economic Cooperation - The city has actively expanded bilateral investment opportunities, with significant progress in projects such as the second assembly line for Airbus A320 aircraft. The actual foreign investment is expected to exceed 26 billion USD over five years [4] - A total of 1,368 overseas enterprises have been established, with Chinese investments amounting to 40.6 billion USD across 96 countries and regions [4] Group 4: Consumer Welfare Initiatives - The implementation of the "old for new" policy has led to the distribution of 6.38 billion CNY in subsidies, stimulating consumption by 48.32 billion CNY. The establishment of over 230 community convenience service centers has benefited around 6 million residents [5] Group 5: Future Plans - The city’s commerce bureau aims to fully implement the spirit of the 20th National Congress and the requirements of the 12th Municipal Party Committee's seventh plenary session, focusing on the successful completion of the "14th Five-Year Plan" and the preparation for the "15th Five-Year Plan" [6]
《中国青年2049》对话冯攀龙:一钉一铆为祖国制造大国重器
新华网财经· 2025-12-04 08:47
在中国航空工业腾飞的征程上,离不开无数人的工作,哪怕是一个铆钉。成飞铆装钳工首席操作技师冯攀龙就是钉铆钉中的一个人。 尽管经手过无数的飞机,但成飞铆装钳工首席操作技师冯攀龙仍然清晰地记得2015年进厂时的第一款飞机,"这就是咱们国家'歼-10'飞机"。 对于飞机,冯攀龙就像庖丁解牛一般熟悉。前机身座舱下面这块、油箱区、进气道……他能够很容易地指出飞机最难铆接的地方。 在飞机上,手工铆接误差需控制在0.02 毫米以内,相当于一根头发丝的三分之一。这无疑是在核桃壳里雕花。但雕不好,战鹰就飞不起来。 难度如此大,但冯攀龙做到了。今年,他获得2025年度 "中国青年五四奖章"。 而这,来自于对航空事业的热爱与向往。 冯攀龙最初因"飞机在天上飞行的样子很帅"而心动,甚至"确实想过开飞机",渴望成为一名真正飞行员。 "招飞的时候也到我们学校,但确实当时已经是近视就没办法圆这个梦。"冯攀龙的话里,流露出一丝未能实现的遗憾。 理想就这么要放弃吗?冯攀龙很快用行动来说明。"高考完以后我的全部志愿就全填了航空院校,不管是飞机制造或者是飞机维修。" 当生活为你关上一扇门,也会为你打开一扇窗。带着未能当上飞行员的遗憾,冯攀龙走进了飞 ...
美国将韩国汽车关税降至15% 并回溯至11月1日
Xin Lang Cai Jing· 2025-12-04 00:30
Core Points - The U.S. has reduced tariffs on South Korean automobiles and parts from 25% to 15%, retroactive to November 1 [1] - The official notification has been published in the Federal Register, with a formal release planned for December 4 [1] - Pickup trucks will continue to face a 25% tariff, in line with most-favored-nation treatment and the terms of the Korea-U.S. Free Trade Agreement [1] - Tariff reductions on certain wooden products, as well as aircraft and aircraft parts, will be retroactive to November 14, the date of the signing of the memorandum of understanding between the two countries [1]
随行代表团阵容豪华,国际舆论场聚焦经贸,马克龙开启三天访华行程
Huan Qiu Shi Bao· 2025-12-03 23:05
Group 1: French Business Delegation - The French delegation accompanying President Macron includes over 80 members, including six ministers and 35 CEOs from various sectors such as Airbus, EDF, and Danone, indicating a strong focus on cooperation and business opportunities in China [3][4] - The visit aims to secure respect for Europe as an important partner to China, with a particular emphasis on energy agreements and agricultural cooperation, especially in the pork industry [4][5] - Macron's visit to Chengdu is seen as a strategic move to enhance mutual trust and address differences following global disruptions caused by the COVID-19 pandemic and the Ukraine crisis [3][5] Group 2: Economic and Trade Relations - The visit is expected to focus on trade issues, including the potential for agreements in the energy sector, as well as discussions on agricultural exports, particularly pork by-products, which have high demand in China [4][5] - There is a recognition of the changing economic landscape, with France's traditional export strengths in aviation and energy facing increased competition from China, marking a shift in the economic dynamics between Europe and China [6][7] - The visit is also seen as an opportunity for France to regain market opportunities in China amidst the backdrop of evolving global trade relations and the need for Europe to assert its position in the face of US-China tensions [8][9]