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中国东方航空累计在空客天津接收200架飞机
1985年,中国民航引进首架空客民用飞机。中国东方航空在这40年的岁月里先后运营过空客A300、 A310、A320、A330、A340和A350等多款空客飞机。截至2025年9月底,中国东方航空机队拥有20架空 客A350-900飞机、56架空客A330系列飞机和391架空客A320系列飞机。(编辑:许浩存 校对:李佳洹 审核:程凌) (空客供图) 《中国民航报》、中国民航网 记者张人尹 报道:10月22日,空客公司在其位于天津的交付中心向中国 东方航空交付一架由空客A320系列飞机亚洲总装线完成总装的A321neo飞机。至此,中国东方航空在天 津接收的空客飞机数量已达200架飞机,其中包括16架宽体飞机。 空客全球高级副总裁、空客中国民用飞机商务负责人刘莉表示:"这是空客与中国民航、中国东方航空 四十年来长期互信、共赢合作的生动体现。东航运营着亚洲第一、全球第三大空客机队。空客在天津交 付的飞机中,超过五分之一由东航接收。空客将继续以我们高效、环保的民用飞机和优质的客户服务, 助力东航实现建设世界一流企业的目标。" ...
中秋将至 南航计划执飞400余条赏月航线
Zhong Guo Xin Wen Wang· 2025-09-30 04:01
中新网广州9月30日电 (记者 郭军)2025年中秋佳节恰逢国庆长假,中国南方航空(以下简称"南航")计划 在10月4日至8日期间执飞400余条赏月航线,航班量超2800班次。 记者从南航获悉,在10月6日中秋夜19:00至次日凌晨03:00最佳赏月时段内,南航将在300余条航线上执 飞超500班次的赏月航班,在万米高空为旅客打造云端赏月之旅。 南航客机月圆月相映成趣。南方航空 供图 国际航线方面,南航精选的部分赏月航班如下: 资料图: CZ6092(万象18:45-22:10广州),近150分钟的空中旅途全程有圆月伴飞;CZ6011(乌鲁木齐20:25-19:20阿 拉木图),带旅客飞越丝绸之路,感受"明月出天山"的壮丽;CZ8058(迪拜21:10-次日8:45广州),由空客 A330执飞。CZ302(悉尼22:15-次日05:25广州),波音B787将为旅客带来开阔的赏月视野。 此外,南航还在广州、北京、乌鲁木齐等枢纽机场执行往返于东南亚、日韩、中西亚、中东、欧洲、美 洲、澳新方向的等多条国际航线。在中秋月圆之夜,南航将陪伴中外旅客空中赏月。 据悉,今年,南航还将继续选择一些航线,在中秋月圆之夜推出赏月 ...
航空复材20250910
2025-09-10 14:35
Summary of the Conference Call on Aerospace Composite Materials Industry Overview - The military aerospace auxiliary materials market is experiencing stable growth, driven by the development and mass production of new military aircraft. Over the next decade, the demand for composite materials in Chinese military aircraft is expected to reach 18,000 tons, excluding the demand for drones, indicating a potentially larger market space [2][5]. - The demand for composite materials in the civil aviation sector significantly exceeds that of military applications. New civil aircraft like Boeing 787 and Airbus A350 have a composite material usage ratio exceeding 50%. It is projected that over the next 20 years, the demand for composite materials in China's civil aviation market will reach 108,000 tons, several times that of the military market [2][6]. - In the low-altitude economy sector, general aviation and eVTOL (electric Vertical Take-Off and Landing) aircraft show substantial potential for carbon fiber composite material demand. It is estimated that the demand for carbon fiber in general aviation will be around 20,000 tons over the next 20 years, with eVTOL requiring 2,600 tons annually by 2030 in China [2][7]. Key Companies and Competitive Landscape - Domestic companies are gradually maturing through technological iterations and experience accumulation. Projects like C919 are expected to adopt more domestic auxiliary materials, aiming for over 50% usage rate, indicating significant potential for domestic substitution [2][8]. - The competitive landscape of the domestic carbon fiber industry is clear, with Guangwei Composite and Zhongjian Technology being the main players in the military aerospace sector. AVIC High-Tech dominates the prepreg segment, while aircraft manufacturers and their auxiliary material suppliers are responsible for the forming of auxiliary materials and structural components [2][10]. Market Trends and Future Outlook - During the "14th Five-Year Plan" period, the aerospace auxiliary materials market experienced explosive growth, particularly in the first few years. Major companies in the industry, such as AVIC High-Tech, Guangwei Composite, and Zhongjian Technology, achieved significant performance growth. The military aerospace auxiliary materials market is expected to continue stable growth, with civil aviation emerging as a second growth curve [3][9]. - The demand for composite materials in the military aviation sector is rapidly increasing, with the "14th Five-Year Plan" serving as a starting point. The market is expected to significantly expand in the coming years as domestic replacement processes and new model equipment are introduced [9][15]. Technological Developments - Key breakthroughs in composite materials technology are focused on the upstream fiber segment and downstream resin applications. Improvements in fiber performance are foundational for the application of composite materials, with significant advancements in high-performance carbon fiber technology achieved domestically [11][14]. - Cost control potential for carbon fiber auxiliary materials is primarily concentrated in the upstream carbon fiber production and downstream auxiliary material component forming segments. Scale effects and automation in production can effectively reduce costs [12][16]. International Comparison - There are notable differences in the application of military aerospace composite materials between domestic and international markets. For instance, the composite material usage in the U.S. fourth-generation fighter jets like F-22 and F-35 is 25% and 35%, respectively, with future sixth-generation aircraft expected to increase this ratio further [4][6]. - The global leaders in carbon fiber auxiliary materials, such as Hexcel and Toray, have distinct development paths. Hexcel has a strong focus on the U.S. market, while Toray has a more extensive global presence, indicating varying strategies in international competition [17][20]. Conclusion - The domestic aerospace composite materials market is poised for significant growth, driven by advancements in technology, increasing demand in civil aviation, and the successful implementation of domestic projects like C919. Companies that strategically position themselves in the civil aviation sector and leverage technological advancements are likely to benefit from the expanding market opportunities [2][28].
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].
最赚钱的航司,为何被骂最狠?
Hu Xiu· 2025-09-02 10:44
Core Viewpoint - Spring Airlines has emerged as the most profitable airline in China, contrasting with major carriers like Air China, China Eastern Airlines, and China Southern Airlines, which are struggling financially [1][3]. Financial Performance - In the first half of 2025, Spring Airlines reported a revenue of 10.304 billion yuan, representing a year-on-year increase of 4.35%. However, net profit decreased to 1.169 billion yuan, down 14.11% compared to the previous year [2]. Customer Experience and Perception - Many passengers express frustration with Spring Airlines despite its profitability, recalling negative experiences related to strict baggage policies and high fees for changes and cancellations [3][5]. - The airline's stringent baggage regulations often lead passengers to feel anxious about their luggage, with many resorting to extreme measures to avoid extra fees [6][13]. Baggage Policies - Spring Airlines enforces strict baggage size and weight limits, with a maximum weight of 7 kg for carry-on luggage, leading to situations where passengers must discard items or pay additional fees [7][13][16]. - Passengers have reported being caught off guard by unexpected fees due to the airline's rigorous measurement practices [8][11]. Ticketing and Refund Policies - The airline's ticketing policies can lead to significant financial losses for passengers, with high fees for cancellations and changes. For instance, one passenger reported receiving only 222 yuan back from a 1,028 yuan ticket after a cancellation request [21][22]. - Spring Airlines has been criticized for its marketing tactics, which sometimes involve misleading promotions that result in passengers inadvertently signing up for credit cards instead of membership programs [18][20]. Operational Strategies - The airline's profitability is attributed to its operational strategies, including the use of a single aircraft model (Airbus A320) to reduce costs associated with procurement, maintenance, and training [32][33]. - By maximizing seat capacity and optimizing flight schedules, Spring Airlines has achieved a higher aircraft utilization rate of 9.74 hours per day, which is 1.2 hours above the industry average [38]. Market Position and Challenges - Despite its success, Spring Airlines faces challenges as competitors lower prices and the market becomes increasingly competitive. The airline's approach of sacrificing customer satisfaction for profit may lead to long-term repercussions [41][42].
供需逆转、价值重估!美银:宽体客机市场走出十年阴霾 利润率有望强势反弹
智通财经网· 2025-08-20 04:20
Core Insights - The global wide-body jet market is entering a strong recovery phase after nearly a decade of stagnation, marked by significant improvements in aircraft pricing and robust market demand [1] - The supply-demand dynamics have fundamentally improved following a challenging period from 2014 to 2022, characterized by excess capacity and production cuts from major manufacturers [1] - The normalization of international air travel demand is revitalizing the wide-body aircraft market, with the market value of a new Airbus A350-900 exceeding $160 million, up from less than $140 million in 2022 [1] Orders and Market Confidence - Airbus has received over 270 wide-body aircraft orders since December 2023, with a book-to-bill ratio exceeding 2.5, indicating strong market confidence in future international route growth [4] - Major airlines such as Riyadh Air, StarLux Airlines, Korean Air, Japan Airlines, IndiGo, British Airways, and Delta Air Lines have placed large orders, reflecting a strong belief in the market's recovery [4] Profitability Outlook - The new orders with strong pricing are expected to significantly enhance manufacturers' profitability, with Airbus A350 project margins projected to improve by 2026-2027 as production ramps up [4] - From 2028, high-priced orders will enter a concentrated delivery phase, with the A350's EBITDA margin expected to exceed 15% by the end of 2030 [4]
波音787首坠:美国高端制造业的黄昏时刻
Sou Hu Cai Jing· 2025-06-16 05:52
Core Viewpoint - The recent crash of a Boeing 787-8 aircraft marks a significant failure for Boeing, breaking its safety record and highlighting deeper issues within the U.S. manufacturing sector, particularly in high-end manufacturing and the aerospace industry [5][9][11]. Group 1: Incident Overview - On June 12, 2025, a Boeing 787-8 crashed shortly after takeoff from Ahmedabad Airport, resulting in the loss of all 242 passengers and crew on board, as well as five medical students on the ground [5]. - The aircraft, which had a service life of 11.5 years, was previously regarded as one of the safest wide-body aircraft, having transported over 1 billion passengers without any fatal accidents [7][9]. Group 2: Manufacturing Decline Analysis - Boeing's reliance on outsourcing, with 70% of its components produced overseas, has led to a loss of control over its supply chain, contributing to systemic quality issues [11][13]. - The company has faced significant quality control problems with its key supplier, Spirit AeroSystems, leading to multiple incidents of component failures and operational issues [15][19]. - Financial strategies focused on stock buybacks and dividends have resulted in a drastic reduction in research and development investment, compromising safety and innovation [17][19]. Group 3: Competitive Landscape - Boeing's market share in China has plummeted from 75% in 2018 to 40.8% in 2025, while Airbus has increased its share to 52.2%, and COMAC is gaining traction with over 1,500 orders for its C919 aircraft [23][25]. - The shift in the global aerospace manufacturing landscape is evident as competitors like Airbus and COMAC focus on integrated supply chains and continuous R&D investment, contrasting with Boeing's financial maneuvering [27][29]. Group 4: Future Outlook - Boeing's new CEO is attempting to implement a restructuring plan, including selling its digital aviation business and promising to localize its supply chain, but faces significant challenges, including regulatory hurdles and negative cash flow [29][32]. - The decline of Boeing serves as a cautionary tale for the U.S. manufacturing sector, emphasizing the need for a balance between financial performance and maintaining technological integrity [35][39].
夏秋航季汉莎航空全新头等舱“套房”产品有望亮相上海—慕尼黑航线
而汉莎Allegris头等舱的一大亮点为"双人套房"。这是一个独立的双人客舱,将舒适度和个性化完美结 合。该飞行套房的墙壁高至天花板,舱门可完全关闭,配备有一张大桌和两个近1米宽的座椅。旅客如 有需要,可将座位合并成一张舒适的双人床。此外,旅客可自选为套房内的座椅加温或降温,还可将自 己的移动设备与与机舱娱乐系统相连。套房内的衣柜拥有充足的储物空间,便于旅客更衣和存物。在这 个私密的套房内,旅客可以享受类似高级餐厅的美食服务——要求空乘人员在指定时间提供美食菜单 等。 "我们集团正大力投资机队的现代化建设,如购置最先进的长途客机等等。我们还在不断努力地改善客 户乘机体验,包括推出新的客舱产品、提供新的餐饮概念,以及通过数字化手段来提升客户感知。"据 汉莎集团亚太区及东部联营副总裁Felipe Bonifatti介绍,"我们希望服务更加本土化、更加贴近中国旅客 的乘机需求。去年,汉莎航空与静安香格里拉酒店合作推出了全新的机上菜单,还上线了名为'德国汉 莎航空Lufthansa'的微信小程序。我们的子公司瑞航也将于今年5月招聘更多的中国籍空乘。 | | 2025年3月30日至 | | | | --- | --- ...
​晚点财经丨大众计划关闭德国工厂,工会成为最大阻力;风投、私募市场收缩,机构数量连续12个月下降
晚点LatePost· 2024-09-04 08:12
大众计划关闭德国工厂,工会成为最大阻力 风投、私募市场收缩,机构数量连续 12 个月下降 关注《晚点财经》并设为星标,第一时间获取每日商业精华。 大众计划关闭德国工厂,工会成为最大阻力 大众汽车声明称,考虑关闭在德国的一家整车制造厂和一家零部件厂,并计划终止自 1994 年实施的 就业保障协议——规定公司不得在 2029 年前裁员。管理层希望通过这些措施到 2026 年能节省 100 亿 欧元的运营成本。 大众 CEO 奥利弗·布鲁姆(Oliver Blume)说,"欧洲汽车行业正处于一个非常严峻的形势中,特别是 德国,作为一个制造基地的竞争力落后。在这种环境下,我们必须果断采取行动。" 今年上半年,大 众收入增长,但营业利润同比下滑 11% 至 101 亿欧元,营业利润率为 6.3%。业绩会上,布鲁姆说, 降低成本将是未来几年的重点。 在大众集团此前公布的削减成本详细措施中,包括将大众品牌的行政成本削减五分之一;将产品开发 周期从 50 个月缩短至 36 个月,在 2028 年前节省 10 亿欧元;取消在总部沃尔夫斯堡投资 8 亿欧元建 设新研发基地的计划。 大众在欧洲本土和中国市场都面临压力。因德国削减消 ...