投资者普遍认为，此次提产计划是波音管理层在经历多年管理失误后，重新掌控工厂流程并赢回FAA信 任的关键信号——尤其在竞争对手空客持续扩张的背景下。去年，一起近乎灾难性的事故导致波音高层 大换血，FAA随后将月产量上限设定为38架。 客户层面，欧洲最大客户瑞安航空首席执行官迈克尔·奥利里公开支持波音提产计划，认为该公司有能 力在10月底前完成产能提升。回顾历史，波音去年花费大量时间仔细审查装配流程并重训工人，2024年 末因持续两个月的罢工而停产;2024年1月，一架全新737发生门塞爆裂事故后，FAA向波音伦顿工厂增 派安全监察员，并要求提交系统性质量整改方案。目前，波音第二季度已实现月产38架，达到FAA设定 的产能上限。 需要强调的是，内部生产规划虽有助于供应商协调资源，但并非固定不变。为将737产量恢复至疫情前 水平，波音必须向FAA证明其西雅图工厂及数百家供应商能同步提升产能并保障质量。FAA回应 称："安全始终是核心原则，我们将持续监督波音生产流程，共同评估其能否安全提产。"波音方面则拒 绝就此置评。 智通财经APP获悉，据知情人士透露，波音公司(BA.US)正指导供应商推进737 Max产量提升计 ...

Group 1 - Boeing forecasts a 40% increase in global air travel demand by 2030, requiring thousands of new jet aircraft in the coming years [1][3] - The company predicts a total demand for 43,600 new aircraft by 2044, which is consistent with last year's forecast of 43,975 aircraft by 2043 [1] - Boeing's delivery forecast includes approximately 33,300 single-aisle jets, over 7,800 wide-body jets, 955 factory-built freighters, and 1,545 regional jets [1] Group 2 - Boeing has adjusted its 20-year passenger traffic growth forecast from 4.7% to 4.2%, and has also lowered global economic growth expectations from 2.6% to 2.3% [1] - The company expects that trade fluctuations will not significantly alter long-term demand despite a reduction in freight volume growth from 4.1% to 3.7% [1] - Boeing anticipates that about 51% of new aircraft demand over the next 20 years will come from growth rather than replacing old aircraft [4] Group 3 - The Asia-Pacific region, particularly China and South Asia, is expected to account for half of the new capacity, while North America and Eurasia will represent over half of the expected deliveries for replacing old aircraft [4] - Boeing currently has 10% of its existing backlog orders from China, which has paused accepting new Boeing aircraft due to tariff conflicts with the U.S. [4]

Group 1 - Airbus has doubled the formal order quantity of A330neo aircraft to 40 units with VietJet Air [1] - VietJet Air has also ordered a total of 96 A320neo series single-aisle aircraft [1]