第一财经记者独家获悉，2023年担任波音中国总裁的柳青近日退休，原本在波音民机销售部门工作的沈 忱（Carol Shen）被任命为代理董事总经理，此前公司并没有这一职位。 在前波音中国总裁谢利嘉（Sherry Carbary）宣布于2023年退休后，1957年出生的美籍华人柳青被任命 为波音中国总裁。 在担任波音中国总裁之前，柳青负责波音在中国的政府关系团队，还曾在福特汽车、克莱斯勒汽车及克 莱斯勒-戴姆勒公司担任领导职务。 波音表示，公司第二季度737机型的产量已经提高至每月38架，今年晚些时候预计将提高至每月42架； 宽体机787机型的产量也从每月5架提升至7架。 除了生产端的复苏，市场对波音的信心似乎也在回暖。第二季度，公司获得了455架飞机的净订单，其 中包括来自卡塔尔航空的120架787梦想客机和30架777-9客机的大单，以及英国航空订购的32架787-10 客机订单。 关税和供应链挑战 不过，中美贸易谈判的悬而未决，依然对波音的订单和交付带来不确定性。 对于波音来说，中国是其单一最大海外市场。在业务顶峰时的2018年，波音有四分之一的新飞机交付给 了中国。 近20年来，波音任命的5位中国总裁中， ...

Core Insights - The first flight of the Airbus H160 helicopter in China was successfully completed on August 13, marking the beginning of its national tour [2] - Ping An Property & Casualty Insurance Jiangsu Branch provided a comprehensive insurance package valued at $100 million for the helicopter's inaugural flight, facilitating its official operation in China [2] - The Airbus H160 is recognized as one of the most technologically advanced helicopters globally, designed and manufactured to meet high safety operation standards [2] Company Insights - Ping An Property & Casualty Insurance Jiangsu Branch secured exclusive underwriting rights for the H160 helicopter, demonstrating its strong professional capabilities and support from headquarters [2] - The company aims to deepen business cooperation with clients, offering more comprehensive insurance solutions for general aviation customers [2] - Ping An's efforts are aligned with the goal of promoting high-quality development in the low-altitude economy, showcasing the strength of the Ping An brand [2]

解放日报讯 中国共产党中国商用飞机有限责任公司第二次党员代表大会昨天上午开幕。市委副书 记朱忠明出席并讲话，代表市委向大会的召开表示祝贺。 朱忠明说，中国商飞诞生在上海、成长在上海，始终与上海这座城市同频共振、同向而行。自第一 次党代会以来，公司党委坚持以习近平新时代中国特色社会主义思想为指导，牢记嘱托、锚定目标，勇 担航空强国建设战略使命，取得一个又一个举世瞩目的成就，为上海"五个中心"和现代化建设注入强劲 动力。希望中国商飞以本次党代会为新起点，胸怀"国之大者"，矢志"翱翔世界"，努力在建设世界一流 企业、推进高水平科技自立自强、深化国资国企改革、党建引领高质量发展等各方面走在前列，奋力谱 写中国大飞机事业更加壮丽的时代新篇。上海将一如既往支持中国商飞做强做优做大，努力为公司发展 创造良好条件。 ...

2023年2月7日，在大型装备制造领域曾经雄霸全球的日本三菱重工做出了一个异常艰难的决定：放弃喷气式支线客机项目的开发。这意味着，从1956年日 本首个自主研制的螺旋桨民航客机项目立项，到20世纪80年代之后和波音公司开展多个客机项目的深度国际生产合作，再到2015年自主研制的喷气式支线 客机首飞，最后到彻底放弃商用飞机的整机研制，作为世界首屈一指的制造业大国，日本民航工业在67年里经历了一个完整的抛物线，成为日本在战后实 现"工业再崛起"过程中少有的失败案例。 在二战前夕的30年代，日本当局将战斗机视为对外军事扩张的一把利刃，给三菱、中岛（即后来的富士）等工业财阀提供了大量的军用飞机订单。不仅如 此，日本政府还提供巨额补贴，建立了一系列航空业配套基础设施，以为军方提供服务。此外，日本政府还通过支持研究机构和促进教育改革，培育了一 大批飞行员和航空技术人才。 可以说，日本航空工业的早期发展，是明治维新之后日本作为后发国家在工业领域对欧美先进国家奋起直追的产物，它深嵌在整个日本第一轮工业化的滚 滚洪流之中。第二次世界大战所带来的"战争经济"，推动日本航空工业迎来"发展黄金期"。截至二战结束前，日本总计生产了超过 ...

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]

Group 1 - The core point of the article is that Japan has committed to purchasing American-made commercial aircraft, including a deal to buy 100 Boeing airplanes [1] Group 2 - The agreement signifies a strengthening of economic ties between the United States and Japan in the aerospace sector [1] - This purchase could potentially boost Boeing's sales and production figures significantly [1] - The deal reflects Japan's ongoing efforts to enhance its aviation capabilities while supporting American manufacturers [1]

Core Viewpoint - The launch of the C909 cargo flight route from Urumqi to Bishkek signifies the establishment of a long-term and stable cargo operation model in Xinjiang [1] Group 1 - A batch of clothing and fabric from Shenzhen was transported via the C909 aircraft [1] - The flight route connects Urumqi Tian Shan International Airport to Bishkek, the capital of Kyrgyzstan [1] - This development is part of the broader strategy to enhance cargo logistics and trade in the region [1]

Core Viewpoint - Boeing is accelerating the delivery of new aircraft to Chinese airlines, marking a significant recovery in its operations in China after a prolonged period of disruptions due to trade tensions and the grounding of the 737 MAX series [2][4][6]. Delivery and Operations - On July 13, Boeing delivered three 737-8 aircraft to Chinese airlines, including Shandong Airlines, China Eastern Airlines, and Xiamen Airlines, indicating a rare occurrence of multiple deliveries in one day [3][4][5]. - The newly delivered 737-8 aircraft, despite being new, have an age of 5.5 years due to previous delivery interruptions [3][5]. - Since the resumption of 737 MAX deliveries to Chinese airlines at the end of 2023, Boeing has been able to transfer aircraft that had been idle for a long time back to China [4][6]. Market Context - Boeing's deliveries to China had previously been severely impacted by the grounding of the 737 MAX series since 2019, with China being one of the last countries to resume operations of this aircraft type [5][6]. - The recent increase in aircraft deliveries is part of a broader recovery trend for Boeing, with a total of 13 new aircraft delivered to Chinese airlines since June [6][8]. Financial Performance - Boeing's overall aircraft delivery numbers have shown significant improvement, with 280 commercial aircraft delivered in the first two quarters of 2025, a 15% increase compared to the previous quarter [8]. - In the second quarter of 2023, Boeing delivered 150 commercial aircraft, including 104 from the 737 series, indicating a strong recovery in production and delivery capabilities [8][9]. New Orders - Boeing secured 427 new orders in the second quarter of 2023, a substantial increase from just 25 orders in the same period of 2024, highlighting a positive trend in demand [8][9]. - In May 2023, Boeing received a significant order of 303 aircraft, including a record 160 wide-body aircraft from Qatar Airways, showcasing strong international demand [9].