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波音(BA.US)迎来“限产令”后的关键里程碑:737冲刺月产38架上限
智通财经网· 2025-05-21 11:26
Core Viewpoint - Boeing is approaching a critical production target for its 737 jetliner, aiming to restore production capacity after a significant incident last year [1][5] Group 1: Production Capacity - Boeing is working towards achieving a production rate of 38 narrow-body 737 aircraft per month, which is the maximum allowed by the FAA following last year's incident [1][4] - Spirit AeroSystems, a key supplier, is currently delivering approximately 9 fuselages per week to Boeing, equating to about 36 aircraft per month [1] - Boeing plans to apply for approval to increase production to 42 aircraft per month later this year, with incremental increases every six months thereafter [3] Group 2: Quality and Safety - Boeing has shifted its focus from expanding production to enhancing aircraft quality and safety in response to a serious incident that damaged its reputation [5] - The FAA has imposed strict quality control measures on Boeing, retaining the authority to freeze or slow production of any model if quality issues arise [4] - The recent incident involving an Alaska Airlines 737 Max, where a panel detached mid-flight, has heightened scrutiny on Boeing's manufacturing processes [4][5] Group 3: Market Position and Challenges - Air Lease's CEO noted that Boeing has made significant progress in stabilizing production, which is crucial for customers, regulators, and investors [2] - Despite improvements, Boeing still faces challenges, including potential tariffs and trade policies initiated by the U.S. government [3]
中东土豪出手 波音(BA.US)收获卡塔尔航空天价订单
智通财经网· 2025-05-14 22:25
智通财经APP获悉,波音(BA.US)与卡塔尔航空于周三联合宣布达成一项重大飞机采购协议,卡塔尔航 空将购买最多210架宽体喷气式飞机,成为波音史上最大一笔宽体机订单。 据双方联合发布的声明,此次"具有历史意义"的交易不仅是卡塔尔航空有史以来最大的一笔飞机采购, 也标志着波音在宽体机市场上迈出关键一步。订单包括130架波音787 Dreamliner以及30架长期延迟交付 的777-9型飞机,另外还包含最多50架飞机的购买选项。 与此同时,卡塔尔航空还与GE航天航空(GE.US)签署协议,购买超过400台发动机以用于这批波音飞 机。这笔发动机采购订单也是GE航空史上最大的一笔宽体机发动机交易。 白宫在周三早些时候表示,这笔交易价值高达960亿美元,将每年为美国提供约15.4万个就业岗位,累 计带动超过100万个美国本土岗位。 不过,波音与卡塔尔航空则估算,这笔交易将在美国直接或间接创造约40万个就业机会。根据波音官 网,目前该公司在全球拥有约17万名员工。 此次交易的签署时间颇具象征意义,恰逢美国总统特朗普在访问卡塔尔期间,出席了在多哈阿米里王宫 举行的签约仪式。波音首席执行官Kelly Ortberg也与特 ...