在全球顶级防务装备和高端制造业领域，钛合金正成为"隐形翅膀"。从解放军PPP20160毫米迫击炮的 轻盈到C919，再到深海潜艇的极限突破，钛合金正在重新定义材料的力量。全球钛合金市场传来最新 数据，中国海绵钛产量已占到全球七成。钛合金究竟凭什么站上"战略材料"的巅峰？产业竞赛背后有哪 些鲜为人知的硬核挑战和突破？让我们剖析钛合金的崛起逻辑，解码中国制造的新密码。 2025年，全球钛合金价格持续高位运行。以TC4为例，其市场价格仍旧是普通碳钢的40倍左右。高昂的 成本和复杂的工艺门槛，直接影响了钛合金的普及度。美国、俄罗斯等国曾在冷战时期大量投入钛合金 潜艇、飞机的研发，苏联"麦克级"钛合金核潜艇甚至创造了潜深1027米的世界纪录，但后期因成本过高 被迫转回高性能钢材。 中国近年来持续推进钛合金全产业链自主化突破。路透社与中国有色金属工业协会2025年联合数据报告 显示，中国已经实现了从海绵钛原料到3D打印、真空铸造等高端制造环节的国产化。全国范围内，钛 合金应用不仅覆盖了C919大飞机（钛合金占比高达9.3%）、运-20重型运输机，还延展至医疗、海洋工 程等前沿领域。随着关键设备和技术环节的持续攻关，国产钛 ...

此外，有报道称，如果发动机谈判失败，土耳其航空可能将其最近订购的波音737 MAX飞机订单转为 订购空客飞机。 周四，波音(BA.US)跌逾3%，报217.29美元。消息面上，10月8日，欧洲空中客车公司(空客)在法国图卢 兹宣布，随着向沙特阿拉伯纳斯航空公司交付最新一架A320系列客机，该机型累计交付量正式超越美 国波音公司737系列，成为全球航空史上交付数量最多的飞机。 ...

此外，有报道称，如果发动机谈判失败，土耳其航空可能将其最近订购的波音737 MAX飞机订单转为 订购空客飞机。 智通财经APP获悉，周四，波音(BA.US)跌逾3%，报217.29美元。消息面上，10月8日，欧洲空中客车公 司(空客)在法国图卢兹宣布，随着向沙特阿拉伯纳斯航空公司交付最新一架A320系列客机，该机型累计 交付量正式超越美国波音公司737系列，成为全球航空史上交付数量最多的飞机。 ...

【多家华尔街机构上调AMD股价】受AMD与OpenAI的巨额算力合作协议推动，多家华尔街机构上调了 AMD的目标股价，摩根士丹利将目标价上调至246美元，伯恩斯坦上调至200美元，杰富瑞上调至300美 元。 【纽交所所有者洲际交易所可能投资预测平台Polymarket】纽约证券交易所所有者洲际交易所周二盘前 股价上涨超过4%。有消息称，该公司将投资基于加密货币的预测平台Polymarket，购买后者价值约20亿 美元的股权，该交易最早可能在周二宣布。这也意味着主流证券交易所将进军加密货币领域。 【空客A320超越波音737成历史交付量冠军】英国咨询公司Cirium数据，自1988年投入服务以来，空客 A320系列飞机的总交付量达到12260架，打破了波音数十年来保持的纪录。 【阿斯利康重磅高血压药物达到临床主要终点】阿斯利康10月7日表示，在研高血压药物baxdrostat在一 项针对难治性高血压患者的后期临床试验中达到主要目标，显著降低血压。阿斯利康计划将在年底前递 交baxdrostat的审批，并预计该药物的年销售额最高将超过50亿美元。该药物正在临床研究中的其他适 应证还包括慢性肾病和预防心力衰竭。 公 ...

据《科创板日报》报道，波音公司最新同意支付至少5万美元（约合35.7万元人民币），以了结知名"吹哨人"约翰·巴尼特（John Barnett）家属提起的非正常死亡诉讼。 波音支付5万美元，达成"全面最终且保密"的和解协议 根据波音周五（9月26日）提交给查尔斯顿联邦法院、请求法官批准的文件，双方达成了"全面的、最终的（不再有后续诉讼）且保密 的"和解协议。 并且此和解将撤销巴尼特本人及其遗产代表提起的所有索赔，包括他在去世时仍在进行的案件。 换句话说，就是波音和巴尼特家属"一揽子"私下和解，彻底了结现有和潜在的所有法律纠纷，之后双方都不能再就这些事情追责或提 告。 需要指出的是，和解的具体条款（包括波音可能支付的额外金额）未予披露。在5万美元的非正常死亡和解金中，2万美元将用于支付 律师费和相关费用，剩余款项支付给原告。 根据文件，波音"否认并持续否认公司任何行为"导致了巴尼特的伤害或死亡。 波音还通过邮件告诉媒体："我们对巴尼特先生的去世感到难过，并在达成这一解决方案之际向其家属致以慰问。波音在数年前已采取 行动审查并处理巴尼特提出的问题。" 截至9月26日收盘，波音股价大涨，报221.26美元，但距离其2 ...

支付5万美元非正常死亡和解金 波音与巴尼特达成和解协议 根据波音周五（9月26日）提交给查尔斯顿联邦法院、请求法官批准的文件，双方达成了"全面的、最终的（不再有后续诉 讼）且保密的"和解协议。 并且此和解将撤销巴尼特本人及其遗产代表提起的所有索赔，包括他在去世时仍在进行的案件。 换句话说，就是波音和巴尼特家属"一揽子"私下和解，彻底了结现有和潜在的所有法律纠纷，之后双方都不能再就这些事 情追责或提告。 需要指出的是，和解的具体条款（包括波音可能支付的额外金额）未予披露。在5万美元的非正常死亡和解金中，2万美元 将用于支付律师费和相关费用，剩余款项支付给原告。 据科创板日报报道，波音公司最新同意支付至少5万美元（约合35.7万元人民币），以了结知名"吹哨人"约翰·巴尼特（John Barnett）家属提起的非正常死亡诉讼。 去年3月9日，曾在波音工作32年并多次曝光公司质量控制问题的巴尼特被发现死在其入住酒店停车场的车里，终年62岁。 当时巴尼特正准备就波音的诉讼接受质询，结果却未出庭。根据代理律师公布的文件，巴尼特生前表示，他因为对波音质 量控制环节表示担忧而受到"骚扰、诋毁和羞辱"。 南卡罗来纳州查尔斯顿县 ...

据《科创板日报》报道，波音公司最新同意支付至少5万美元（约合35.7万元人民币），以了结知名"吹哨人"约翰·巴尼特（John Barnett）家属提起的非正 常死亡诉讼。 △约翰·巴尼特 图片来源：央视新闻 波音支付5万美元 达成"全面最终且保密"的和解协议 根据波音周五（9月26日）提交给查尔斯顿联邦法院、请求法官批准的文件，双方达成了"全面的、最终的（不再有后续诉讼）且保密的"和解协议。 并且此和解将撤销巴尼特本人及其遗产代表提起的所有索赔，包括他在去世时仍在进行的案件。 换句话说，就是波音和巴尼特家属"一揽子"私下和解，彻底了结现有和潜在的所有法律纠纷，之后双方都不能再就这些事情追责或提告。 需要指出的是，和解的具体条款（包括波音可能支付的额外金额）未予披露。在5万美元的非正常死亡和解金中，2万美元将用于支付律师费和相关费用， 剩余款项支付给原告。 根据文件，波音"否认并持续否认公司任何行为"导致了巴尼特的伤害或死亡。 波音还通过邮件告诉媒体："我们对巴尼特先生的去世感到难过，并在达成这一解决方案之际向其家属致以慰问。波音在数年前已采取行动审查并处理巴 尼特提出的问题。" 截至9月26日收盘，波音股价大 ...

Core Points - Boeing has agreed to pay at least $50,000 (approximately 357,000 RMB) to settle a wrongful death lawsuit filed by the family of whistleblower John Barnett [1][3] - The settlement is described as "comprehensive, final, and confidential," which will dismiss all claims made by Barnett and his estate [3] - Boeing denies any wrongdoing related to Barnett's injury or death, expressing condolences to his family [3] Group 1: Whistleblower Background - John Barnett worked at Boeing for 32 years and was known for exposing quality control issues within the company [5] - He was found dead in a truck, with police ruling it a "self-inflicted gunshot wound," on a day he was scheduled to testify in a defamation case against Boeing [7] - Barnett's lawyer indicated that Boeing had retaliated against him over the years, including lowering his performance ratings and blacklisting him [7] Group 2: Subsequent Whistleblower Death - Following Barnett's death, another whistleblower, Joshua Dean, died suddenly from a severe bacterial infection [8][10] - Dean had previously raised concerns about safety issues related to the Boeing 737 MAX and was a quality inspector at a major supplier for Boeing [10] Group 3: Boeing's Corporate Culture and Issues - Boeing's corporate culture has shifted from prioritizing quality to a profit-driven approach, particularly after the merger with McDonnell Douglas in 1997 [11][13] - This shift has led to a series of safety incidents, including two fatal crashes of the 737 MAX, resulting in significant scrutiny and legal repercussions for the company [13][14] - The company has faced criticism for its regulatory practices, with allegations of a "revolving door" between government regulators and Boeing, compromising safety oversight [14][16]

Core Viewpoint - The U.S. has implemented a new policy targeting China's shipbuilding industry, imposing additional service fees on Chinese-built ships entering U.S. ports, aiming to curb China's dominance in shipbuilding and support its own shipyards [2][3]. Group 1: U.S. Policy and Its Implications - The U.S. Trade Representative's office announced a policy on February 21, 2025, requiring additional fees for Chinese-built ships, starting from October 14, with fees set at $50 per ton for Chinese ships and $18 per ton or $120 per container for non-Chinese ships [2]. - The policy stems from a Section 301 investigation initiated on April 17, 2024, which highlighted China's subsidies and market practices, leading to significant cost increases for Chinese ships entering U.S. ports [3]. - The average cost for a large Chinese-built ship could double, resulting in an increase of $200 per TEU (Twenty-foot Equivalent Unit) for shipping costs, which poses challenges for global trade [3]. Group 2: China's Shipbuilding Industry Performance - China's shipbuilding industry has been performing exceptionally well, with a completion rate of 55.7% of global shipbuilding, 74.1% of new orders, and 63.1% of hand-held orders as of January 16, 2024 [5]. - China leads in 14 out of 18 major ship types, including bulk carriers, oil tankers, and container ships, and has captured over 70% of global orders for green ships in the first three quarters of 2024 [5]. Group 3: Impact on Global Shipping and Competitors - Following the U.S. policy announcement, Chinese ship orders plummeted, with Norwegian and European shipping giants redirecting 30% of their orders to South Korean shipyards, which are now benefiting from the situation [6]. - South Korean shipyards, such as Hyundai Heavy Industries and Samsung Heavy Industries, have introduced "zero-risk compensation clauses" to attract clients and have seen a 25% increase in order tonnage by July [6]. - The global shipping chain has been disrupted, leading to increased shipping costs for high-value goods and a significant drop in shipping stocks on Wall Street [9]. Group 4: China's Countermeasures - In response to the U.S. policy, China has initiated reciprocal measures, including additional fees on Boeing aircraft entering Chinese ports and antitrust investigations into Qualcomm, impacting U.S. companies heavily reliant on the Chinese market [11]. - Chinese shipyards are upgrading their equipment and improving efficiency to capture markets in Southeast Asia and India, maintaining their leading position in global orders [11]. Group 5: Long-term Industry Dynamics - The ongoing trade conflict represents a struggle for global maritime influence, with shipping accounting for over 90% of world trade, and future trends leaning towards green transformation and digitalization [12]. - Despite U.S. efforts to regain its shipbuilding industry, analysts suggest that China's market share will remain above 60%, as the resilience of its industrial chain and international cooperation will enable it to adapt [12][14].

Core Viewpoint - Capital A's CEO expressed interest in purchasing China's COMAC C919, marking AirAsia as the first foreign airline to engage in discussions with COMAC regarding the aircraft [1] Group 1: AirAsia's Interest in C919 - AirAsia is not the first foreign airline to show interest in the C919, as Ryanair and Ethiopian Airlines had previously expressed intentions [1] - The likelihood of AirAsia introducing the C919 in the short term is low due to its current fleet strategy, which consists solely of Airbus aircraft [3][4] - AirAsia's fleet strategy focuses on a single aircraft type to simplify maintenance and reduce costs, making the introduction of a new aircraft type a significant strategic shift [3][4] Group 2: Current Negotiations and Orders - AirAsia's discussions with COMAC are still in the early stages, with no formal agreements or orders signed yet [5][6] - The procurement process typically involves framework agreements (letters of intent) and confirmed orders, with the latter being more binding [5] - AirAsia recently signed a framework agreement with Airbus for 50 A321XLR aircraft, indicating a preference for aircraft that align with its operational model [6] Group 3: COMAC's Export Opportunities - COMAC secured a significant order for 20 C909 aircraft from Cambodia's national airline, with 10 confirmed orders and 10 letters of intent [7][9] - This order represents the first substantial export of COMAC aircraft, marking a milestone in its international expansion efforts [9] - The C909 is well-suited for the Southeast Asian market, which is a key focus for COMAC's overseas strategy [11] Group 4: Political and Economic Considerations - Cambodia's decision to procure C909 aircraft may reflect broader geopolitical considerations, balancing relations between China and the U.S. [11] - The introduction of C909 aircraft could modernize Cambodia's airline fleet, which currently consists of older models [9][11] - The success of the C909 in Southeast Asia could pave the way for future exports of the C919, highlighting the importance of learning from past experiences in international markets [11]