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印度坠机事故危及市场信心 波音(BA.US)复苏计划再遇挑战
智通财经网· 2025-06-13 08:16
Core Points - Boeing's 787 Dreamliner crashed in India, resulting in 241 out of 242 onboard fatalities, leading to a nearly 5% drop in Boeing's stock [1] - CEO Kelly Ortberg faces challenges in regaining market trust amidst ongoing safety concerns, despite initial recovery signs [1][3] - The crash may overshadow Boeing's participation in the Paris Air Show, limiting opportunities for showcasing progress and securing orders [2] Group 1 - The crash is linked to various potential causes such as bird strikes, fuel contamination, maintenance issues, or pilot error, rather than design flaws of the aircraft [2] - Ortberg expressed condolences and pledged support for the investigation, which may take weeks or months [1] - The 787 program faced challenges during its early production, with significant rework needed for early models, but overall performance has stabilized [4] Group 2 - Ortberg has been working to foster a culture of responsibility and pride within Boeing, following a tumultuous period marked by the 737 Max crisis [3] - Analysts note that Boeing's recent order volumes have improved, reaching the highest level in 18 months, aided by significant orders from Qatar Airways [3] - Continuous product delivery and high-quality production are essential for Boeing to maintain confidence and avoid further safety concerns [4]
波音CEO:中国已停止接收波音客机
Sou Hu Cai Jing· 2025-05-02 06:21
中方正式停止接收预订的客机订单后,美国波音公司终于坐不住了,要求中方接收飞机,然而中方没搭理,反手和别国签下大单。 据悉,中国加速从美国市场转移,开始将订单倾斜到其他"替代国"。近日,中国不仅大量购买巴西产大豆,还向加拿大进口石油,以及增加澳大利亚和阿根 廷进口牛肉订单等。 对于美国来说,中国的地位是不可替代的。而对于中国来说,美国并非"无可替代"的贸易伙伴。特朗普的步步紧逼,换来的是中国的疏远。美国疯狂施压中 国,最终适得其反。 奥特伯格还透露,目前,已经有几架在中国等待交付的波音737 Max客机飞回美国。而其他部分原定交付中国,以及计划在今年内为中国生产的客机,将转 让给其他客户。 就在中国"退单"后,特朗普给波音出了个"好点子",不过中方的一个动作,就让美方图谋破产。 什么点子呢?特朗普要求波音指责中方退回波音飞机的行为"违约"。说白了,就是想逼迫波音就此事向中方索要"赔偿金",以挽回波音公司遭受的损失。表 面上看,这完全符合美国"全球霸主"的作风,但实际上这是一个馊主意。因为一旦波音向中方开口索赔,中方肯定会坚决反对,并且有充分的理由的证据。 届时波音非但没有让中国回心转意,反而会进一步激怒中国,引 ...