美国商务部长卢特尼克：正在考虑飞机订单积压的生产需求。 ...

美国商务部长卢特尼克：将在本月底之前确定飞机关税。 ...

Core Viewpoint - Chinese airlines are negotiating a significant order for hundreds of Airbus aircraft, marking a potential shift in the aviation market dynamics between China and the U.S. [2][5] Group 1: Potential Order Details - The ongoing negotiations may involve approximately 300 aircraft, with estimates ranging from 200 to 500 units [5] - The deal could include a substantial number of wide-body aircraft, particularly the A330neo model [6] - If finalized, this order could become the largest aircraft purchase in China's history and rank among the largest globally [6] Group 2: Market Context - Boeing has not secured any major orders from China since 2017, facing challenges due to trade tensions and safety concerns surrounding the 737 Max [6][7] - In contrast, Airbus has been gaining a competitive edge in the Chinese market, highlighted by a previous order of about 300 single-aisle aircraft valued at approximately $37 billion in 2022 [6] - The evolving trade policies under both the Biden and Trump administrations have further pushed China towards Airbus [7] Group 3: Implications of the Order - The potential deal is seen as a symbolic achievement for China-EU relations and may signal China's trade stance towards the U.S. [5] - The upcoming visit of European leaders to China could coincide with the finalization of this order, emphasizing the importance of this transaction [5][6] - The recovery of the global aviation industry and ongoing technological advancements will continue to influence the competitive landscape of the aerospace manufacturing sector [8]

Group 1 - The trade war initiated by the Trump administration against China led to immediate retaliatory measures from China, including the implementation of a "rare earth ban," positioning China advantageously in the ongoing negotiations with the U.S. [1] - Following the announcement of high tariffs on Chinese goods, China quickly responded with a series of countermeasures, including imposing tariffs on U.S. imports and restricting the export of seven heavy rare earth elements [1] - Rare earth elements play a crucial role in modern technology, particularly in the manufacturing of high-performance magnets, which are essential for military aviation, missile technology, drones, and electric vehicles [1] Group 2 - Although rare earth resources are not exclusive to China, the complexity and environmental challenges of extraction limit other countries' capabilities, resulting in China's near-monopoly in the global heavy rare earth processing sector [2] - The U.S. faces difficulties in finding alternative solutions due to the technical challenges of rare earth extraction and China's dominance, prompting the Trump administration to attempt to block Chinese aviation technology to pressure China into relaxing the "rare earth ban" [4] - The U.S. Department of Commerce has suspended licenses allowing American companies to sell products and technology to China's Commercial Aircraft Corporation, aiming to weaken China's capabilities in developing the C919 passenger aircraft [4] Group 3 - Despite the C919 being entirely developed and manufactured in China, it still relies on imported engines and key components from the U.S. and Europe, which is a significant reason for the Trump administration's policy restrictions [5] - The procurement of components from the U.S. and Europe is primarily driven by economic efficiency, certification needs, and the desire to learn advanced practices, rather than a lack of technical capability in China [5]

在总交付量达到18架规模之后，中国商用飞机有限责任公司（下称"中国商飞"）研发的干线喷气式单通道客机 C919迎来了投入商业运营两周年的里程碑时刻。 这款承载着中国在全球商用飞机市场占据一席之地的产品随着交付数量的提升，也一直在将其覆盖的航线网络和 航点数量逐渐扩大，目前已经实现在国内大部分热门航点的定期航线运营，从而让旅客"打卡"国产飞机出行的机 会从初期的"抽奖"变为如今更加常态化。 全面铺开 从首架交付至今，中国商飞已经向国有"三大航"交付了18架C919飞机，根据目前公布的数据，由C919执飞的航线 已经达到24条，通航城市16个，安全飞行小时数超过3.6万小时，总载客量突破200万人次。 根据目前公开的新飞机交付数据库显示，目前已经交付的C919中，除了东航已经接收并投入运营的10架之外，还 包括中国国际航空股份有限公司（下称"国航"）的3架以及中国南方航空股份有限公司（下称"南航"）的5架。从 华夏时报（www.chinatimes.net.cn）记者 王潇雨 北京报道 交付的进度上来看，2023年交付的4架全部交由东航运营，而2024年交付速度显著提升，一共交付"三大航"共12 架，但今年到目前 ...

央视网消息：5月28日是国产大飞机C919商业运营两周年。两年来，运营航线持续"上新"，最近一周，就陆续开通上海至深圳和厦门两条新航 线。航线网络覆盖中国16个城市，规模化运营全面加快。 两年间，C919不仅实现了首次商业运营，并投入繁忙的京沪航线，还第一次服务了春运，第一次飞出国门亮相新加坡航展广受好评。 从2023年5月28日全球首架交付的C919成功完成首次商业载客飞行起，国产大飞机的商业运营已满两年。C919运行技术状态正常，安全飞行表 现良好，日利用率等指标稳步提升，综合运营能力得到全面检验。 国产大飞机C919投入商业运营两年来，航线网络不断扩展，安全运营保障和服务水平进一步提升。在京沪、沪深等高收益航线上稳定运营， 不断满足我国民航市场的发展需求。 日前，国产大飞机C919正式开启上海至厦门航线的常态化商业运营。随着厦门加入C919航线网络，两年来，C919的服务范围已覆盖中国大陆 15个城市，并通过上海至香港的跨境航线迈出了国际化步伐。 目前，国航、东航、南航共18架C919飞机投入商业运营，执飞20余条商业航线，安全飞行超3.6万小时，累计运输旅客超过205万人次。 而随着C919规模化运营 ...

5月25日9时19分，身披"闪耀中国红"涂装的C919飞机，执飞MU5247上海虹桥—厦门高崎航班，搭载着148名旅客抵达厦门高崎国际机场，缓缓穿过象征 民航最高礼仪的水门仪式，开启C919上海—厦门航线的商业运营。 图源：东航 一周前的5月18日，深圳机场也首次迎来了国产大飞机C919，首航之后，东航使用C919每日执飞一班深圳—上海的常态化商业航线。 从2023年5月28日首航开始，C919的商业运营至今已近两年。自北京—上海航线起步，C919的航线网络覆盖了中国一线城市和热门旅游枢纽，在国内高收 益航线（如京沪、沪深等黄金商务航线）进行稳定运营。 国产大飞机C919运营提速，一周连入深圳、厦门两城。 C919执飞的航班常能拿到黄金时刻。以最新开航的厦门为例，去程MU5247航班7时50分从上海虹桥起飞，9时55分抵达厦门；回程MU5248航班10时55分 从厦门起飞，12时55分抵达上海虹桥。东航介绍，这一黄金时刻编排可以充分满足商务旅客的往返需求，显著提升两地通行效率。 图源：东航 C919机队的客座率也较高。比如在5月12日至18日的一周里，航班管家统计，上海虹桥-深圳宝安航线上，C919的客座率高 ...

Core Viewpoint - The C919 domestic aircraft has commenced regular operations on the Shanghai-Xiamen route, marking a significant milestone for China's aviation industry [1] Group 1 - On May 25, at 9:19 AM, the C919 operated flight MU5247 from Shanghai Hongqiao to Xiamen Gaoqi, carrying 148 passengers [1] - The flight was welcomed at Xiamen Gaoqi International Airport with a water salute, a traditional ceremony in civil aviation [1]

Core Viewpoint - Boeing, once a symbol of American manufacturing, now relies heavily on foreign orders for survival, as evidenced by recent transactions with Middle Eastern countries and the implications of U.S. trade policies [2][52]. Group 1: Recent Transactions and Orders - Qatar gifted a Boeing 747 valued at $400 million to the U.S. military, which will be modified to serve as Air Force One [2][4]. - The UAE's AviLease ordered 20 Boeing 737 MAX aircraft, with an option for 10 more, while Qatar Airways signed a contract worth $96 billion for up to 210 Boeing 787 and 777X aircraft [6][7]. - Boeing's revenue is projected to drop to $66.5 billion in 2024, marking a significant decline from $101.1 billion in 2018, with continuous losses expected [7][9]. Group 2: Financial Performance - Boeing's financials show a decline in revenue from $101.1 billion in 2018 to an expected $66.5 billion in 2024, with a net loss projected at $10.7 billion for 2024 [9]. - The company has faced operational losses for five consecutive years, with a projected operating loss of $10.7 billion in 2024 [9]. - Boeing's backlog of orders remains substantial, with $49.88 billion in contracts as of 2024, indicating ongoing demand despite recent challenges [9]. Group 3: Historical Context and Industry Position - Boeing has been a significant player in the aerospace and defense sectors, being the largest exporter in the U.S. and employing over 172,000 people, with 85% based in the U.S. [26][38]. - The company has transitioned from a manufacturing powerhouse to a more finance-driven model, outsourcing approximately 70% of its production [33][34]. - The decline in Boeing's reputation and market share is seen as a reflection of broader issues within American manufacturing, particularly following high-profile accidents and operational challenges [36][41]. Group 4: Geopolitical Implications - U.S. trade policies and tariffs have created uncertainty for Boeing, with potential price increases for its aircraft due to tariffs, which could benefit competitors like Airbus [41][42]. - The relationship between Boeing and China has deteriorated, with no significant orders from China since 2017, contrasting with previous decades of strong collaboration [49][50]. - Boeing's future heavily relies on U.S. government support and the revival of American manufacturing, particularly under the current administration's policies [38][52].

Core Insights - The C919 aircraft has successfully completed its first commercial flight and is expanding its route network, now covering 16 cities in China, including major hubs like Shenzhen and Xiamen [1][3] - The C919 is gaining attention from both domestic and international airlines, with its performance on high-revenue routes serving as a testament to its reliability and profitability potential [1][3] - China Commercial Aircraft Corporation (COMAC) has secured over 360 orders for the C919, aiming to compete with established players Boeing and Airbus in the domestic market [4] Group 1 - The C919 has launched new routes connecting Shenzhen and Xiamen, enhancing its network to include all four first-tier cities in China [1][3] - China Eastern Airlines (China Eastern) has begun operating the C919 on the Shanghai to Shenzhen route, marking the aircraft's 13th regular commercial route [3] - The C919's operational success on domestic high-yield routes is crucial for its acceptance by international airlines and regulatory bodies [1][3] Group 2 - COMAC aims to have the C919 operating in Southeast Asia by 2026 and is seeking European certification this year [6] - The C909 regional jet has been in commercial operation with TransNusa in Indonesia, demonstrating the potential for international sales [6] - Ryanair has indicated a willingness to consider purchasing from COMAC if pricing is competitive compared to Boeing and Airbus [7]