波音777X

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雪佛龙加州炼油厂发生大火,占加州总炼油产能的16%以上;投资者呼吁否决马斯克1万亿美元薪酬方案【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-10-03 11:05
⑥【美联邦政府"停摆"可能持续到下周】据美国媒体2日报道,预计美国国会参议院3日将再次就延长联 邦政府资金的临时拨款法案进行投票。如果未能通过,联邦政府"停摆"或将持续到下周。 ① 【三大期指齐涨】道指期货涨0.27%、标普500指数期货涨0.29%、纳指期货涨0.33%。 ② 【雪佛龙加州炼油厂发生大火,占加州总炼油产能的16%以上】当地时间10月2日晚,在美国加利福 尼亚州洛杉矶市附近的埃尔塞贡多市,美国雪佛龙石油公司旗下一座炼油厂突然爆炸起火。尽管尚未发 布疏散令,但有关部门已提醒附近居民紧闭门窗。据报道,这座炼油厂占地超过5平方公里,每天可加 工26.9万桶原油,占加州总炼油产能的16%以上,为整个南加州地区供应超过40%的航空燃油和超过 20%的车用燃油。 ③【季度交付量破纪录,特斯拉涨超1%】当地时间10月2日,特斯拉表示,第三季度交付了497099辆汽 车,超过分析师预期,同比增长7.4%。本季度销量也是特斯拉公司历史最高季度销量。截至发稿,特 斯拉上涨1.56%。 ④ 【"木头姐"本周持续加仓阿里巴巴和百度】凯茜.伍德的方舟投资管理公司本周进一步增持了阿里巴 巴和百度股票。旗舰基金ARKK周四 ...
波音777X取证之路再遇挑战,CEO坦言“任务艰巨”
Sou Hu Cai Jing· 2025-09-16 06:50
Core Insights - Boeing's 777-9 certification process is significantly behind schedule, with CEO Kelly Ortberg describing it as a "mountain of work" and acknowledging the financial pressures associated with the delays [2][3] - Despite the challenges in certification, market demand for the 777X remains strong, with over 550 orders placed, indicating confidence from global airlines in the aircraft's commercial prospects [4] Group 1: Certification Challenges - The certification process for the 777-9 has faced numerous delays since its inception in 2013, primarily due to stringent global aviation regulatory requirements [3] - A critical issue was identified in August 2024, where a key component, the "thrust link," was found damaged, leading to a halt in flight testing for five months [3] - The flight testing resumed successfully in January 2025, and Boeing completed its first new 777-9 test flight in five years, marking a significant milestone [3] Group 2: Financial Implications - The project has already incurred losses amounting to billions of dollars, and any further delays could have substantial financial impacts [2] - CFO Jay Malave has been tasked with assessing the potential chain reactions from the delays and reevaluating the company's future response plans [2] Group 3: Market Demand - The demand for the 777X is described as "stunning," with airlines eager to see the aircraft enter the market [4] - Cathay Pacific recently ordered an additional 14 units of the 777-9, contributing to a total of over 550 orders for the 777X series [4] - The pressure is now on Boeing to navigate the certification hurdles safely and compliantly to meet market expectations [4]
美股异动|波音股价连跌三日创两年新低东南亚市场格局挑战加剧
Xin Lang Cai Jing· 2025-09-11 22:48
中国商飞的C919正在通过灵活的生产和快速交付策略,吸引那些不愿长期等待的航空公司。波音目前 面临生产积压和安全监管问题,这为C919提供了难得的市场机会。此外,中国政府的"一带一路"倡议 也在一定程度上推动了中国商飞机型在东南亚的推广。亚航在这一背景下选择C919,旨在降低采购成 本并快速扩充机队,以应对蓬勃发展的航空需求。 来源:市场资讯 (来源:美股情报站) 在股市风云变幻的年代,波音公司的股价9月11日再度下跌3.31%,这已是连续第三个交易日下行,创 下自2025年8月以来的新低。波音的跌势引发了业界广泛关注,而种种因素正加剧其股价的不稳定性。 近期,东南亚航空市场传出重要消息——亚航有意采购中国商飞的C919窄体客机,这一决定可能会改 写该地区的市场格局。空客与波音在东南亚长久以来的双寡头垄断或将面临挑战。亚航首席执行官托尼 ·费尔南德斯在中国香港的一次论坛上表示,目前双方已就采购事项展开积极洽谈。此举不仅会对波音 和空客构成挑战,还可能重塑东南亚航空市场的战略未来。 与此同时,波音也遭遇其他困扰。近期一架波音787客机在印度坠毁,加剧了市场对波音安全性的担 忧。此外,美国西南航空公司一架波音73 ...
全球最大客机A380,日落西山?
3 6 Ke· 2025-09-03 09:57
Core Viewpoint - The Airbus A380, the world's largest commercial airliner, is experiencing a revival as global travel rebounds, but maintaining its safety and operational efficiency is becoming increasingly costly for airlines [1]. Group 1: Maintenance Challenges - The A380 has been in service for over 20 years, leading to increased maintenance, inspection, and parts replacement requirements, with the European Union Aviation Safety Agency (EASA) issuing 95 airworthiness directives since January 2020, highlighting serious issues such as escape slide leaks and landing gear axle fractures [2]. - The complexity of the A380, with over 4 million parts produced by 1,500 companies, poses significant maintenance challenges, especially in the post-pandemic era where supply chains are fragile [2]. - Lufthansa Technik estimates that a complete overhaul of an A380 requires approximately 60,000 man-hours, making maintenance time-consuming and costly [2]. Group 2: Operational Impact - The A380 can carry over 485 passengers, and mechanical failures can lead to significant delays and costs, creating a ripple effect in flight scheduling [4]. - Recent incidents, such as a Qantas A380 experiencing a fuel pump failure leading to over 24 hours of delays, illustrate the operational risks associated with the aircraft [5]. - Despite reliability issues, Airbus claims that the global A380 fleet maintained a flight reliability rate of 99% over the past year [5]. Group 3: Strategic Shifts in Airlines - Several airlines are beginning to phase out the A380 due to rising operational costs and limited route flexibility, with China Southern Airlines retiring its A380 fleet in 2023 [8]. - Thai Airways has officially ended A380 operations, opting for smaller, more efficient aircraft [9]. - Lufthansa plans to retire its A380s by 2030 due to cost inefficiencies, while British Airways is considering a gradual phase-out by the end of the century [10][11]. - Emirates, the largest operator of the A380, faces pressure to upgrade engines to maintain operational viability [11]. Group 4: Market Dynamics - The operational costs of the A380 range from $25,000 to $35,000 per hour, increasing expenses for long-haul routes and making low-load factor routes unprofitable [11]. - The global fleet is shifting from four-engine giants to more efficient twin-engine models, leading to a fundamental change in the aviation economic landscape [11]. - The second-hand market for A380s is sluggish, with many retired aircraft being dismantled, resulting in a significant depreciation of economic value [12].
失事客机双发一秒内被关闭,调查显示大概率人为因素引发印航空难
Hua Xia Shi Bao· 2025-07-12 11:37
Core Insights - The preliminary report from the Indian Aircraft Accident Investigation Bureau (AAIB) regarding the Air India 787-8 crash on June 12 reveals critical operational failures during takeoff, specifically the simultaneous shutdown of both fuel control switches within one second, leading to engine power loss [2][5][6] Investigation Findings - The report includes background information, personnel casualties, weather data, flight recorder details, and the current status of the investigation [2] - The aircraft was carrying 230 passengers and 12 crew members, and the crash resulted in 12 crew members, 229 passengers, and 19 ground personnel fatalities, marking it as one of the deadliest aviation disasters in a decade [7] - The flight data indicates that the fuel control switches were switched from "RUN" to "OFF" in a critical phase of flight, which is unusual and raises questions about operational protocols [3][5] Technical Analysis - The design of the fuel control switches on the Boeing 787 requires a specific action to change states, making accidental simultaneous operation unlikely [3][4] - The aircraft was equipped with two enhanced flight data recorders, which provided valuable data despite some damage [3][5] - The investigation has ruled out bird strikes as a cause, as there were no signs of bird activity in the flight path [5] Industry Impact - The crash has significant implications for Boeing, which has faced challenges in rebuilding its reputation following previous incidents, including the 737 MAX crisis [8][9] - The incident occurred just before the 2025 Paris Air Show, leading to cancellations of Boeing's planned activities at the event, which typically serves as a platform for showcasing new products and technologies [7][8] - Air India, under Tata Group's ownership, has ambitious plans to modernize its fleet, including a substantial order for 470 aircraft, which aims to enhance its competitive position in the market [9][10] Market Context - Air India is currently the largest airline in India by fleet size, with a total of 191 aircraft, including 33 Boeing 787s, positioning it favorably for long-haul operations [9][10] - The Indian aviation market has significant growth potential, but local airlines have historically struggled against foreign competitors, highlighting the need for improved competitiveness and brand image [10]
印度波音 787 坠机,和孩子一起聊聊波音飞机背后的故事|Knock Knock 世界
声动活泼· 2025-06-19 10:46
Core Viewpoint - The article discusses the recent challenges faced by Boeing, particularly focusing on safety issues, declining orders, and the impact of a recent plane crash, highlighting the company's struggle to maintain its reputation and market position in the aviation industry [1][3][18]. Group 1: Recent Incidents and Impact - On June 12, 2025, an Indian Airlines Boeing 787 crashed shortly after takeoff, resulting in 241 fatalities and only one survivor, marking it as one of the worst aviation disasters in a decade [1]. - Following the crash, India's aviation regulatory body ordered inspections of all Boeing 787 aircraft and is considering grounding the model [1]. - The crash has intensified scrutiny on Boeing, contributing to a significant trust crisis and damaging the company's brand image [3]. Group 2: Boeing's Historical Context - Boeing, established in 1916, was once a dominant force in the aviation industry, producing iconic aircraft like the Boeing 707 and 747, which significantly shaped commercial aviation [4][6]. - The Boeing 747, known for its four engines and dual-deck design, was a technological pinnacle for the company, capturing over 60% of the global commercial aviation market at its peak [6]. Group 3: Financial Performance and Order Decline - Boeing's new aircraft orders plummeted by approximately 60% last year, reflecting a severe downturn in demand [3]. - The company has faced continuous losses since 2019, accumulating a net loss of $36 billion (approximately 260 billion RMB) over six years, marking the longest period of losses in its history [9]. Group 4: Cultural and Operational Changes - The decline in Boeing's engineering culture began after its acquisition of McDonnell Douglas in 1997, shifting the focus from safety and quality to profit maximization [10]. - Boeing's decision to outsource critical components led to quality control issues, exemplified by the delayed production of the 787 Dreamliner, which was three years behind schedule due to unusable parts from suppliers [11]. Group 5: Safety Issues and Regulatory Scrutiny - The 737 MAX crisis, resulting from rushed upgrades to compete with Airbus, led to two fatal crashes and revealed significant flaws in Boeing's safety management systems [13][14]. - Investigations uncovered 27 issues within Boeing's safety management, including poor communication and lack of effective reporting channels [14]. Group 6: Future Outlook and Market Position - Despite its challenges, Boeing is unlikely to face bankruptcy due to its dominant position in the commercial aircraft market, which is primarily shared with Airbus [18]. - The company is working with the FAA to implement a new safety management system to address quality and safety concerns, aiming to restore public trust [20].
从石油美元到算力霸权:料革命重构全球权力秩序的百年嬗变
Sou Hu Cai Jing· 2025-06-12 02:35
Group 1 - The article discusses the historical transition of power from gold to oil, emphasizing the establishment of the petrodollar system as a means to maintain U.S. dollar hegemony [1][2][11] - The strategic value of oil, which constitutes 31.2% of global energy consumption, is highlighted as a key factor in the U.S. dollar's role as a pricing anchor [2][3] - The 1974 U.S.-Saudi agreement is described as a pivotal moment that solidified the dollar's status in global oil transactions, with 80% of oil trade being dollar-denominated by 1975 [11][14] Group 2 - The article outlines the military and financial power dynamics involved in the U.S.-Saudi negotiations, where military support was exchanged for oil pricing rights [3][4] - The impact of the oil crisis on the global economy is noted, with oil prices soaring by 400% and Western GDPs declining by 6% within three months [2][3] - The emergence of financial instruments like oil futures in the 1980s is discussed as a means for the U.S. to exert influence over global economic cycles [3][14] Group 3 - The article addresses the challenges to the petrodollar system, including attempts by countries like Iraq and Libya to shift away from dollar-denominated oil transactions, which were met with military intervention [4][12] - The rise of alternative payment systems and digital currencies is noted as a potential threat to the dollar's dominance, with the dollar's share in global reserves dropping below 58% [7][12] - The shift towards multi-currency settlements by countries like Saudi Arabia signifies a growing skepticism towards U.S. military protection and dollar reliance [8][12]
Boeing(BA) - 2025 FY - Earnings Call Transcript
2025-05-29 15:00
Financial Data and Key Metrics Changes - The company is focusing on stabilizing its business and ramping up production lines after facing near-term challenges, including a strike [7] - The backlog is strong, with no challenges in that area, but the main focus is on ramping up production and delivering on that backlog [12] - The company expects to move from negative to positive cash flow in the second half of the year, driven by increased production rates [22][99] Business Line Data and Key Metrics Changes - The production rate for the 737 MAX is currently capped at 38 per month, with plans to increase to 42 per month after achieving stability [14][22] - The 787 production is set to increase from five to seven per month, with recent improvements in supply chain stability [50][52] - The company is also ramping up production for the 777X, with certification expected to be completed by the end of the year [62] Market Data and Key Metrics Changes - The Middle East market is identified as a significant opportunity for both defense and commercial sectors, with a record wide-body order from Qatar [9][11] - The company is actively managing new orders while being sold out through the 2030s, indicating strong demand [13][41] Company Strategy and Development Direction - The company is committed to restoring its iconic brand and stabilizing its production system, focusing on quality and safety [8][106] - There is a strategic emphasis on increasing production rates across various aircraft models to meet market demand [14][41] - The company is also investing in infrastructure to support future production increases beyond current capabilities [60][90] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a dynamic environment regarding tariffs and trade, but remains optimistic about managing through these challenges [15][20] - The company is focused on improving quality and reducing defects, with a reported 30% decrease in quality defects on the 737 MAX line [38] - Management emphasizes the importance of stabilizing production and achieving positive cash flow as key milestones for the company's recovery [102] Other Important Information - The company is working on certification for the 737 MAX variants, with critical path testing expected to complete soon [47] - There are ongoing challenges with seating interiors that are causing delivery delays, particularly for new configurations [54][56] - The company is divesting non-core assets while focusing on strengthening its core business segments [96] Q&A Session Summary Question: How is the company managing new orders given the sold-out status? - The company is managing a planned skyline for orders, with customers getting in line as production rates increase [13] Question: What is the current status of the 737 MAX ramp-up? - The company is close to achieving the 38 per month production rate and plans to increase to 42 once stability is confirmed [22][25] Question: How does the company view the impact of tariffs? - The company has identified a less than $500 million impact from tariffs, primarily on imports from Japan and Italy, but remains optimistic about managing through these challenges [15][17] Question: What is the outlook for the defense segment? - Management believes that risks in fixed-price development programs are being managed better, and there is confidence in restoring historical margin performance [80][82] Question: How is the company addressing quality issues? - Significant improvements have been made in quality, with a reported 30% reduction in defects on the 737 MAX line, and management is focused on maintaining these improvements [38][106]
卡塔尔与波音签署创纪录大单
Jin Rong Shi Bao· 2025-05-16 03:32
Group 1 - The U.S. and Qatar signed multiple cooperation agreements in economic and defense sectors, with a total economic cooperation commitment of at least $1.2 trillion, covering aviation, defense, energy, and technology [1] - Boeing received the largest wide-body aircraft order in its history, valued at $96 billion, for up to 210 Boeing 787 and 777X aircraft from Qatar Airways, supporting over 1 million U.S. jobs during the production cycle [1] - Following the announcement, Boeing's stock price rose by 3.1%, reaching its highest level in 15 months, with a nearly 50% rebound since hitting a low of $128.88 in early April [1] Group 2 - In the infrastructure sector, Parsons secured contracts for 30 projects in Qatar, totaling $97 billion, while McDermott is advancing an $8.5 billion energy infrastructure project [1] - In defense, Raytheon received a $1 billion order to provide counter-drone systems to Qatar, which will be the first overseas user of this system, and General Atomics reached an agreement for Qatar to purchase $2 billion worth of MQ-9B "Reaper" drones [1] - Qatar's royal family proposed to gift a $400 million Boeing 747-8 aircraft to the U.S. as a presidential plane, which has raised concerns regarding potential "quid pro quo" and security issues [2]