每经编辑｜金冥羽 据新华社援引美国《华盛顿邮报》10日报道，美国土安全部近日签署总额近1.4亿美元（约合人民币9.88亿元）合同，采买6架波音737飞机，以打造专门遣 返移民的自有机队。 美国土安全部发言人特里西娅·麦克劳夫林证实上述消息，称这批飞机将"以执飞更经济航线等措施，让移民与海关执法局的运转更高效"。国土安全部先 前主要依赖包机执行遣返任务，据称采购这批飞机将为美国纳税人节省2.79亿美元，麦克劳夫林未披露更多细节。 据报道，这份采购合同并非由美国飞机制造商波音公司承接，其承接方为一家名为"代达罗斯航空"的企业。"代达罗斯航空"成立于2024年2月，据称可提 供容纳200人的波音737窄体客机，以及从亚利桑那、得克萨斯、路易斯安那和佛罗里达等州直飞目的地为中美洲、加勒比和部分南美地区的航班。 只是，该公司总裁与首席财务官同时也是另一家公司高管且职务相同，而后者也手握国土安全部近10亿美元合同。按"航空源新闻"网站说法，这可能构成 利益冲突。国土安全部暂未就此作出回应。 据报道，采购飞机的资金来自国会批准的1700亿美元预算。这项为期4年的预算旨在达成特朗普第二任期执政首年遣返100万移民的目标。 另 ...

责编：陈菲扬、姚凯红 当地时间12月10日，央视记者获悉，美国国土安全部近日签署近1.4亿美元合同，购买6架波音737飞 机，用于执行移民遣返任务。 长期以来，美国移民与海关执法局（ICE）依赖包机执行移民遣返。知情官员透露，该合同显示ICE计 划进一步扩充航空运力。（央视记者 吴汉婴） ...

Group 1 - The U.S. Department of Homeland Security, led by Secretary Kirstjen Nielsen, authorized the purchase of 10 aircraft from Spirit Airlines, which has filed for bankruptcy twice and does not own the aircraft in question [1][3] - The plan to acquire Boeing 737 aircraft was intended for deporting immigrants and private travel, despite warnings from ICE officials that purchasing the aircraft would be more expensive than expanding existing contracts for deportation flights [3] - The acquisition plan has been suspended after officials discovered that Spirit Airlines, which filed for bankruptcy protection in August, does not own the aircraft and that the engines would need to be purchased separately [3] Group 2 - Amidst the federal government shutdown in October, the Department of Homeland Security spent approximately $172 million to purchase two Gulfstream G700 luxury jets for Secretary Nielsen and other officials, raising questions about the expenditure [3] - Secretary Nielsen stated that the jets are replacements for aging Coast Guard aircraft that are 25 years old, and the funding was approved by Congress under the "Big and Beautiful" bill [3]

Group 1 - The second quarter earnings reports are being released, with approximately 30% of S&P 500 companies (151 companies) expected to report this week, including 9 out of 30 Dow Jones Industrial Average components [2] - Jefferies highlighted overlooked stocks that may outperform the market, indicating potential for significant stock price movements due to upcoming earnings reports and data disclosures [2] - Spotify (SPOT.N) is a key focus for Jefferies, with a target price of $845, suggesting a 25% upside from the recent closing price, driven by healthy revenue growth despite a temporary slowdown in gross margin due to increased investment in video podcasting [2] Group 2 - Boeing (BA.N) is expected to report earnings on Tuesday, with Jefferies projecting a 13% upside for the stock, supported by a forecast of delivering 413 737 aircraft in 2025, which could positively impact free cash flow [2] - Clorox (CLX.N) is another stock favored by Jefferies, with a target price of $145, indicating about a 10% upside, as the company is expected to exceed expectations in its upcoming fourth-quarter earnings report [3] - Jefferies also expressed optimism for LPL Financial and Fair Isaac ahead of their earnings reports [3]

Core Insights - Approximately half of the Boeing 787 aircraft in the Indian airline group have undergone inspections, while nearly all of the Boeing 737 aircraft have also been inspected [1]

Group 1 - The core point of the article is that the Saudi wealth fund plans to order 30 Boeing 737 aircraft during President Trump's visit to the United States [1] Group 2 - The order signifies a strong commitment from the Saudi wealth fund towards Boeing, potentially enhancing the company's sales and market position [1] - This move may also reflect broader economic and diplomatic ties between Saudi Arabia and the United States [1]

Core Viewpoint - The U.S. Department of Commerce is considering imposing additional tariffs on imported aircraft and parts, following similar measures on automobiles and ships, which could significantly impact the aviation supply chain and related industries [1][2][14]. Group 1: Import and Export Data - In 2024, the U.S. is projected to import aircraft worth $62.1 billion and export aircraft worth $123.6 billion, indicating a substantial trade balance in favor of exports [4]. - Boeing primarily exports aircraft globally but relies on imported parts and materials, highlighting the interconnectedness of the supply chain [4][10]. Group 2: Impact on Aircraft Manufacturers - The potential tariffs could affect two main categories: aircraft imported from Europe and parts supplied globally to Boeing [5]. - Airbus, despite being a competitor, has a significant market presence in the U.S., with models like the A320 and A321 series being popular due to their operational efficiency [6][7]. Group 3: Supply Chain Implications - A single aircraft consists of approximately 3 million parts, and imposing a "plane tax" could disrupt Boeing's global supply chain, particularly affecting Japanese suppliers [8]. - Japanese manufacturers play a crucial role in Boeing's production, with significant contributions to models like the 787, where Japanese firms account for 35% of the production [9]. Group 4: Broader Economic Impact - The automotive industry in Japan, already affected by U.S. tariffs on cars, could face further challenges if tariffs extend to aircraft, potentially harming both Japanese and U.S. industries [15]. - The U.S. has also announced additional fees for ships, indicating a broader trend of increasing tariffs across various sectors, which could further strain international trade relationships [16].

今天是幸福航空突然停航的第二天。 4月27日下班后，幸福航空的员工被通知28日开始停航，暂时取消三天的航班（到4月30日）。 目前，幸福航空还没有对停航作出正面回应，记者查询航班管家的航班动态信息显示，幸福航空5月 1日的航班也全部取消。 2025.04. 29 本文字数：1695，阅读时长大约3分钟 作者 | 第一财经 陈姗姗 目前，幸福航空的大股东是西安国资企业，据记者了解，政府层面这几天也在与公司开会。在成立后 的17年中，幸福航空曾多次更换股东，而此次是幸福航空第一次取消所有航班，并且在公司的官方 平台和各OTA平台上，幸福航空五一之后的航班也查不到售票信息。 幸福航空怎么了 在2008年成立时，幸福航空的股东是中航工业和东航，初期以中航工业自主研发的涡桨支线飞机新 舟60为主力机型。 可以说，幸福航空在成立之初就充当了新舟60飞机试验者的角色，为国产飞机的不断改进提供了实 际的运营经验教训。而由于新舟60的先天缺陷，公司的经营状况一直不理想。 记者从最早订购新舟60飞机的航司管理层和执飞这一机型的多位飞行员了解到，由于机型不成熟， 运营这一机型的航空公司压力都会比较大，飞机"大毛病不多，小故障不少" ...