ARLINGTON, Va., July 8, 2025 /PRNewswire/ -- The Boeing Company [NYSE: BA] announced today major program deliveries across its commercial and defense operations for the second quarter of 2025.The company will provide detailed second quarter financial results on July 29. Major program deliveries during the second quarter were as follows:   Major Programs 2nd Quarter2025 Year-to-Date2025 Commercial Airplanes Programs 737 104 209 767 9 14 777 13</b ...

Key Takeaways Airbus won a firm order from Malaysia Aviation Group for 20 A330-900 widebody aircraft. A330-900 jet, powered with Rolls-Royce Trent 7000 engines, offers reduced CO2 emissions. The global passenger fleet is expected to nearly double from 2025 to 2044, boosting Airbus' long-term outlook.Airbus SE (EADSY) recently secured a firm order from the Malaysia Aviation Group to deliver 20 of its A330-900 widebody commercial aircraft. This should bolster EADSY’s commercial aircraft backlog and future r ...

潮新闻客户端 记者 陈薇 通讯员 王静静 许中映 浙江省机场集团供图 7月2日凌晨，随着航班号C6622的波音767全货机从杭州萧山国际机场起飞，杭州-塔什干全货机航线正式开通。这是浙江省首条直达中亚地区的货运航线， 也是杭州空港口岸今年新开通的第二条全货机航线。值得关注的是，在海关、边检等部门支持下，该航线货物通关流程已缩短至1小时，大幅提升了物流效 率。 浙江省机场集团供图 浙江机场持续完善"72小时全球达"航空货运骨干网，累计运营国际全货机航线53条，覆盖全球三大洲。 杭州机场动态协调保障杭州-迈阿密航线，宁波机场则创新打造"双枢纽辐射网络"，新开通的迈阿密和达拉斯航线累计带来对美货量增长774.1吨。此外，省 内机场加速开辟新航线对冲市场波动，杭州机场新开东京航线，宁波机场复航比利时列日航线并开通越南胡志明市航线，显著提升了物流时效。 海外枢纽建设也取得突破性进展。3月31日，"杭州-温哥华"海外货站启用，整合干线运力与末端网络，实现"浙江制造13小时直达北美核心市场"。数字化建 设的推进进一步提升了效率，浙江机场集团物流信息平台与布达佩斯货站实现全流程数据互通，跨境贸易企业可实时追踪货物动态。 在高 ...

Core Insights - Airbus SE secured a firm order from Riyadh Air for 25 A350-1000 aircraft, with the potential for an additional 25, enhancing its global position in the A350 market and expected to boost future revenues once deliveries commence [1][9] Group 1: Airbus A350 Features and Demand - The A350 family offers the longest-range capability among commercial airliners, achieving at least 20% fuel savings and reducing CO2 emissions, with a goal of operating on 100% Sustainable Aviation Fuel (SAF) by 2030 [2][9] - The A350 has received over 1,390 firm orders from more than 60 customers globally, with 657 aircraft currently in service as of May [3] Group 2: Market Growth and Revenue Projections - Rising air passenger traffic and demand for fuel-efficient aircraft are driving growth in the commercial aviation market, with Airbus forecasting a demand for 43,420 new aircraft deliveries over the next 20 years [4][5] - In 2024, Airbus reported a 6% year-over-year revenue growth from commercial aircraft activities, supported by a 4.2% increase in deliveries [5][6] - The Zacks Consensus Estimate predicts a 10.4% annual revenue improvement for Airbus in 2025 and 2026, indicating continued growth [6] Group 3: Competitor Insights - Boeing, a major competitor, has a long-term earnings growth rate of 18.1% and is expected to see a 25.6% improvement in 2025 sales [7][8] - Embraer, the third-largest commercial aircraft manufacturer, has an average earnings surprise of 150.60% over the last four quarters, with a projected 15.9% sales improvement in 2025 [8] - Textron, known for business jets, has a long-term earnings growth rate of 10% and a 6.6% sales improvement forecast for 2025 [10] Group 4: Stock Performance - Over the past year, Airbus shares have increased by 16.1%, outperforming the industry growth of 14.5% [11]

以下文章来源于科工力量 ，作者张仲麟 科工力量 . 观察者网科技工业新闻小组官方账号 虎嗅注：综合媒体 消息，印度航空公司12日发表声明说，该公司一架飞往英国的客机在该国古吉拉 特邦艾哈迈达巴德机场附近坠毁。随后该国民航局确认，机上246人遇难。另据印度媒体报道，客机 型号为波音787，坠毁在古吉拉特邦一个居民区附近。目前，通往该居民区的所有道路均已关闭。 本文为旧文重发，首发于2022年12月20日。本文来自微信公众号： 科工力量 （ID： guanchacaijing） ，作者：张仲麟，题图来自：视觉中国 当12月9日C919正式交付东航取得适航许可证之时，太平洋对岸的著名航空媒体《航空周刊》获得了 一份关于波音787的文件，揭露了波音787的大量质量问题。这份文件揭露出来的问题之多不由令人 咋舌，也让"梦想飞机"一夜之间梦碎。 早在2020年9月，波音787就爆出具有生产质量问题。在当时暴露出来的问题，一个是飞机机身后段 两个结构件之间的垫片没有安装到位，使得飞机后部机身的结构强度不足。而另一个则是飞机机身安 装蒙皮的复合材料机身没有打磨光滑，使得蒙皮无法完全贴合，令蒙皮强度下降。在当时，这一问题 直接 ...

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].

5月9日，美国特朗普政府宣布，已针对进口的飞机及零部件启动调查，考虑对其加征关税。为了强化竞 争力，以波音为代表的美国飞机行业构建了国际分工体系。通过以低成本进口大量零部件并高价出口飞 机的商业模式，对美国实现巨额贸易顺差做出了贡献。飞机关税将对本国产业造成打击。 通过以低成本进口大量零部件并高价出口飞机的商业模式，对美国实现巨额贸易顺差做出了 贡献。波音已连续11个季度出最终赤字，如果关税导致零部件进口成本上升，将进一步影响 收益…… 2024年，美国飞机类进口额为621亿美元，出口额为1236亿美元，远远超过进口额。波音向全球供应的 飞机有8成从美国出口。很多零部件和材料则依赖进口，飞机关税将动摇为美国巨额贸易顺差做出贡献 的本国产业。 波音因航空事故和质量问题等原因陷入了困境，已连续11个季度出最终赤字。如果关税导致零部件进口 成本上升，将进一步影响收益。 波音首席执行官凯利·奥尔特伯格（Kelly Ortberg）表示："我们是在（进口）交付后，出口（飞机）产 品。正在考虑是否有办法获得关税的退还"。 飞机关税还会影响稳定供应。全球的飞机产业已经在日本和欧洲等地建立了国际分工体制。日本的飞机 制造几乎 ...

波音的很多零部件需要从各国进口（Reuters） 通过以低成本进口大量零部件并高价出口飞机的商业模式，对美国实现巨额贸易顺差做出了贡献。波音 已连续11个季度出最终赤字，如果关税导致零部件进口成本上升，将进一步影响收益…… 5月9日，美国特朗普政府宣布，已针对进口的飞机及零部件启动调查，考虑对其加征关税。为了强化竞 争力，以波音为代表的美国飞机行业构建了国际分工体系。通过以低成本进口大量零部件并高价出口飞 机的商业模式，对美国实现巨额贸易顺差做出了贡献。飞机关税将对本国产业造成打击。 美国商务部根据《贸易扩展法》第232条，自5月1日起启动了调查。此次调查不仅涵盖商用飞机和飞机 发动机，还包括零部件，对进口依赖程度等实际情况进行调查。 调查内容还包括供应是否依赖于特定的海外企业，以及外国政府是否提供补贴等。如果认定对美国国家 安全有影响，将考虑加征关税以及限制进口数量。 调查期限依据法律确定为270天。继汽车、钢铁和铝制品等之后，可能会引入会对日本企业产生影响的 新行业关税。 不过，汽车和飞机的产业结构不同。在汽车领域，丰田等日本汽车厂商实力强劲，而在飞机领域，波音 拥有压倒性的市场份额。在民用飞机市场，目前 ...