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中印都买俄罗斯石油,为何美国不制裁中国?美国副总统万斯实话实说
Sou Hu Cai Jing· 2025-08-25 22:45
美国副总统万斯一句"对华关税已高"的论调,看似是华盛顿对华政策的表述,实则悄然揭开了其在中美印三国之间的双重标准。 首先,让我们翻开贸易的账本。2023年,中国对美出口额高达5000亿美元,而印度仅为860亿美元。如此巨大的体量差异,决定了任何制 裁措施对两国造成的"痛感"截然不同。若美国对中国大幅提高关税,美国的超市货架上的商品价格将迅速攀升,而选票的压力也会立刻反 噬决策者。相比之下,印度出口规模较小,加税后的影响更为分散,美国消费者甚至可能对此毫无察觉。这正是经济学中最残酷的"比较 优势"法则:伤害中国,就等于在某种程度上伤害了美国自身;而伤害印度,对美国而言则未必会带来同等程度的负面影响。 当印度同样购买俄罗斯石油时,却面临被额外加征关税的命运,而中国却能安然无恙地继续交易,这种鲜明的反差背后究竟隐藏着怎样的 算计?我试图将焦点拉近,深入审视在这场大国博弈中,"实力决定待遇"这一冰冷法则如何被具体量化。 再者,审视两国与美国的金融联系。中国持有高达8000亿美元的美国国债,并且是中国人民银行在外汇市场操作的重要参与者,对美联储 的回购市场提供了关键的流动性支持。一旦制裁升级,北京只需略微调整减持策略, ...
中国国航:7月客运运力投入同比上升2.3% 旅客周转量同比上升2.2%
Zhi Tong Cai Jing· 2025-08-15 14:38
中国国航(601111)(00753)发布公告,2025年7月,中国国际航空股份有限公司(以下简称"本公司")及 所属子公司(以下简称"本集团")合并旅客周转量(按收入客公里计)同比上升。客运运力投入(按可用座位 公里计)同比上升2.3%,旅客周转量同比上升2.2%。其中,国内客运运力投入同比下降0.4%,旅客周转 量同比下降0.2%;国际客运运力投入同比上升10.3%,旅客周转量同比上升9.7%;地区客运运力投入同比 下降3.9%,旅客周转量同比下降3.4%。平均客座率80.1%,同比下降0.1个百分点。其中,国内航线同比 上升0.1个百分点,国际航线同比下降0.4个百分点,地区航线同比上升0.3个百分点。 2025年7月,本集团共引进1架C919飞机、1架A320系列飞机和1架B737系列飞机,退出2架A330系列飞 机。截至2025年7月底,本集团合计运营935架飞机,其中自有飞机417架,融资租赁224架,经营租赁 294架。 货运方面,货运运力投入(按可用货运吨公里计)同比上升3.3%,货邮周转量(按收入货运吨公里计)同比 上升7.9%。货运载运率为42.9%,同比上升1.8个百分点。 ...
中国国航(00753):7月客运运力投入同比上升2.3% 旅客周转量同比上升2.2%
智通财经网· 2025-08-15 14:11
货运方面,货运运力投入(按可用货运吨公里计)同比上升3.3%,货邮周转量(按收入货运吨公里计)同比 上升7.9%。货运载运率为42.9%,同比上升1.8个百分点。 2025年7月,本集团共引进1架C919飞机、1架A320系列飞机和1架B737系列飞机,退出2架A330系列飞 机。截至2025年7月底,本集团合计运营935架飞机,其中自有飞机417架,融资租赁224架,经营租赁 294架。 智通财经APP讯,中国国航(00753)发布公告,2025年7月,中国国际航空股份有限公司(以下简称"本公 司")及所属子公司(以下简称"本集团")合并旅客周转量(按收入客公里计)同比上升。客运运力投入(按可 用座位公里计)同比上升2.3%,旅客周转量同比上升2.2%。其中,国内客运运力投入同比下降0.4%,旅 客周转量同比下降0.2%;国际客运运力投入同比上升10.3%,旅客周转量同比上升9.7%;地区客运运力投 入同比下降3.9%,旅客周转量同比下降3.4%。平均客座率80.1%,同比下降0.1个百分点。其中,国内航 线同比上升0.1个百分点,国际航线同比下降0.4个百分点,地区航线同比上升0.3个百分点。 ...
中国国航(601111) - 中国国际航空股份有限公司2025年7月主要运营数据公告
2025-08-15 10:46
证券代码:601111 股票简称:中国国航 公告编号:2025-034 中国国际航空股份有限公司 2025年7月主要运营数据公告 1 2025 年 7 月主要运营数据如下表: | | | | | | | 比上年 | | --- | --- | --- | --- | --- | --- | --- | | | | 本月实际 | 比上年同期 | 环比增长 | 当年累计 | 同期累 | | | | 完成数 | 1 增长(%) | 1 (%) | 完成数 | 计增长 | | | | | | | | 1 (%) | | 一、运输能力 | | | | | | | | 2 1、可用吨公里(百万) | | 4,091.4 | 2.5 | 13.2 | 26,519.7 | 3.6 | | 其中: | 国内航线 | 2,609.9 | -0.8 | 17.0 | 16,752.9 | -1.9 | | 国际航线 | | 1,377.8 | 10.1 | 7.1 | 9,069.0 | 16.3 | | 地区航线 | | 103.7 | -5.3 | 6.8 | 697.8 | -2.9 | | 3 2、可用座位公里(百万) ...
聚焦航空自主创新:三项突破性航空技术成果发布
Huan Qiu Wang· 2025-07-31 04:29
Core Insights - The event "New Tian Gong Kai Wu - Technology Achievements Release Conference" highlighted significant advancements in China's aviation technology, emphasizing the importance of independent innovation in the aviation sector [1][3] - The development of the C909 medical aircraft represents a breakthrough in aviation medical rescue, showcasing China's capabilities in commercial jet manufacturing [1][3] - The introduction of a lightning protection technology system for aircraft addresses a critical safety challenge, enhancing the resilience of Chinese-made planes against lightning strikes [5][7] - The unveiling of a micro flying device inspired by hummingbirds opens new avenues for applications in various fields, including security and emergency response [5][7] Group 1: C909 Medical Aircraft - The C909 medical aircraft is designed for medical rescue and transport, featuring a modular space layout [1] - The development team completed numerous tests and submitted hundreds of compliance reports to achieve airworthiness certification from the Civil Aviation Administration [3] - The C909 is seen as a pioneer in China's commercial jet sector, marking a significant advancement in aviation medical rescue capabilities [1][3] Group 2: Lightning Protection Technology - The lightning protection technology system developed by Hefei Aerospace Electric Physics Technology Co., Ltd. addresses the challenge of aircraft safety in adverse weather conditions [5] - The team overcame three major challenges related to lightning protection, ensuring that every Chinese-made aircraft can withstand lightning strikes [5] - The technology supports the C919 aircraft in achieving airworthiness certification for lightning protection, despite international challenges [5][7] Group 3: Micro Flying Device - The micro flying device, inspired by the flight mechanics of hummingbirds, demonstrates advanced biomimetic technology [5] - This device is expected to have significant applications in various sectors, including law enforcement, emergency rescue, and security [7] - The development team is actively working on expanding the range of flying devices, aiming for future applications that can operate alongside natural hummingbirds [7]
中航西飞:7月25日接受机构调研,华夏基金管理有限公司、陕西省证券投资基金业协会等多家机构参与
Zheng Quan Zhi Xing· 2025-07-28 01:07
Company Overview - 中航西飞, established on June 18, 1997, is the first listed company in China's aviation manufacturing industry, focusing on the development, production, maintenance, and service of large and medium-sized aircraft and aviation components [2] - The company has established long-term partnerships with major global aviation companies such as Airbus, Boeing, and COMAC, and plays a significant role in China's civil aviation supply chain [2][3] - 中航西飞 is a key manufacturer of military transport aircraft, bombers, and special-purpose aircraft, and is positioned as a core player in the national large aircraft and emergency rescue equipment systems [3] Industry Context - The aviation industry is a strategic high-tech sector in China, characterized by its knowledge and technology intensity, and is a crucial indicator of national economic and defense capabilities [3] - The company is actively pursuing opportunities in both military and civil aviation markets, focusing on high-quality, efficient, low-cost, and sustainable development [3] - Recent milestones include the commercial operation of the C919 aircraft and the delivery of 1,000 Boeing 737MX inner flaps, indicating a transition to an upgraded business model [3] Future Outlook and Strategic Planning - 中航西飞 aims to enhance its core capabilities in the development and manufacturing of military and civil aircraft during the 14th Five-Year Plan period, with a focus on technological innovation and meeting market demands [4] - The company plans to diversify its product structure and strengthen its position in the aviation service sector as a new growth point [4] - The company is also exploring the development of large unmanned aerial vehicles (UAVs) in response to national needs and market trends [5] Composite Materials and Competitive Advantage - 中航西飞 has made significant advancements in composite materials, achieving industry-leading positions in various aspects such as technology, equipment, and production capacity [6] - The company is leveraging its expertise in composite materials to expand into aerospace, deep-sea, and unmanned equipment applications, enhancing its market competitiveness [6] Financial Performance - In the first quarter of 2025, 中航西飞 reported a main revenue of 8.438 billion yuan, a slight decrease of 0.2% year-on-year, while net profit attributable to shareholders increased by 5.97% to 289 million yuan [6] - The company's debt ratio stands at 71.33%, with a gross profit margin of 8.24% [6]
美国恢复对华发动机出口,波音飞机也已重启交付中国航司
第一财经· 2025-07-04 06:18
Core Viewpoint - The article discusses the resumption of exports of critical aircraft components, including engines, from the U.S. to China, following a pause in June. This development is part of broader U.S.-China trade negotiations and reflects a commitment to implement agreements reached during high-level talks between the two nations [1][4]. Group 1: U.S.-China Trade Relations - The U.S. has agreed to allow companies like GE Aviation to resume exports of aircraft engines and other key components to China [1]. - Following the U.S.-China economic talks, both sides are working to implement the agreements made during the discussions, including the lifting of certain export restrictions [1][4]. Group 2: Aircraft and Engine Supply - The C919 aircraft, which relies on the LEAP-1C engine produced by a joint venture between GE and Safran, requires U.S. export licenses for its components [4]. - Despite the temporary suspension of exports, the delivery of C919 aircraft was not significantly impacted due to existing engine inventories [4]. - The Longjiang-1000A engine, which is China's first domestically developed engine with full intellectual property rights, is set to be the sole power source for the C919, currently undergoing test flights [5]. Group 3: Boeing Aircraft Deliveries - Boeing has resumed deliveries of aircraft to Chinese airlines, including the Boeing 737 MAX, which had previously been halted due to trade tensions [2][8]. - The first of these resumed deliveries included a 737 MAX that had been waiting in Zhoushan for delivery to Xiamen Airlines [7]. - Boeing's deliveries to China are crucial, as the country represents its largest overseas market, with significant numbers of new aircraft delivered in previous years [8].
美国恢复对华发动机出口,波音飞机也已重启交付中国航司
Di Yi Cai Jing· 2025-07-04 04:17
Group 1 - The export of American aircraft engines and components to China has resumed after a previous suspension, confirming the restoration of supply from companies like GE Aviation [2] - The C919 aircraft's delivery was not significantly impacted by the suspension of engine exports in June due to existing inventory held by COMAC [1][4] - The LEAP-1C engine, produced by a joint venture between GE Aviation and Safran, is the only overseas powerplant for the C919, highlighting the reliance on foreign technology in China's aviation sector [4] Group 2 - Boeing has resumed the delivery of aircraft to Chinese airlines, including the Boeing 737 MAX and 787, which had been temporarily halted due to trade tensions [3][6] - The exemption of tariffs on aircraft and certain engine components allows Chinese airlines to import planes at previous tax rates, which are 5% for narrow-body and 1% for wide-body aircraft [7] - In 2018, Boeing delivered a quarter of its new aircraft to China, indicating the significance of the Chinese market for Boeing's business [7] Group 3 - The Changjiang-1000A engine, China's first fully independent turbofan engine, is currently undergoing flight testing and awaits certification for commercial use [5] - The Chinese government has emphasized the need for self-sufficiency in aviation engine development, as highlighted in the "13th Five-Year" national strategic emerging industries development plan [4]
国产飞机C909首次载旗完成国际商业航班执飞
Bei Jing Shang Bao· 2025-07-01 05:19
Core Points - The successful international commercial flight of the domestically produced C909 aircraft by Air China marks a significant milestone in promoting the international operation of Chinese civil aircraft [1][5] - Air China has increased the frequency of flights on the route from Hohhot to Ulaanbaatar from 3 to 7 flights per week, enhancing convenience for business travelers and creating more connections for transfer passengers [3][5] Group 1 - The C909 aircraft completed its first international commercial flight from Hohhot to Ulaanbaatar on July 1, 2023, taking 1 hour and 30 minutes [1] - The flight schedule includes CA757 departing Hohhot at 8:05 AM and arriving in Ulaanbaatar at 10:10 AM local time, with the return flight CA758 departing at 11:10 AM local time [3] - Air China's C909 fleet has grown to 35 aircraft, achieving over 110,000 flight hours and transporting more than 4.13 million passengers [5] Group 2 - The launch of this route is a key initiative for Air China in expanding its "Belt and Road" network, with 68 routes covering key regions in Asia, Africa, and Europe [5] - Air China plans to introduce new routes in the summer and autumn of 2025, including Beijing-Cairo and Beijing-Tashkent [5] - Air China is committed to promoting the large-scale and high-quality commercial operation of domestic aircraft like the C909 and C919, and is actively participating in the development of the C929 wide-body aircraft [5]
稳中有进,工业“压舱石”作用凸显(锐财经)
Ren Min Ri Bao· 2025-06-29 21:01
Group 1 - The total profit of industrial enterprises above designated size in China from January to May reached 2.72 trillion yuan, showing a year-on-year decline [1] - The equipment manufacturing industry demonstrated resilience with a profit increase of 7.2% year-on-year, contributing 2.4 percentage points to the overall industrial profit growth [1][2] - Seven out of eight sectors within the equipment manufacturing industry reported profit growth, indicating a positive trend despite overall industrial profit decline [2] Group 2 - The engineering machinery sector has achieved significant technological innovations, enhancing the modernization of the industrial chain [2] - The C919 aircraft has been delivered to multiple airlines, showcasing the growth and international recognition of China's aerospace industry [4][5] - The maritime economy is thriving, with the shipbuilding and related equipment manufacturing sector experiencing an 85% profit increase [5] Group 3 - The development of small and medium-sized enterprises (SMEs) is crucial for driving high-quality growth in the equipment manufacturing sector, with over 60 million SMEs expected by the end of 2024 [6][7] - Digital and intelligent transformation is emphasized as a key area for enhancing innovation within SMEs [7] - International cooperation is identified as a critical pathway for SMEs to enhance their value chain positioning and reduce risks in global markets [7]