行业政策与市场趋势 - 中国航空货运业在政策引导下加强国际航空货运能力建设、维护产业链供应链安全稳定、有效降低物流成本 推动行业短板补齐 [2] - 航空货运企业数量和规模增长 货运航线网络增加 货运机队数量持续增加 飞机制造商货机市场份额争夺进入新阶段 [2] - 航空货运业回归常态后仍保持远超客运业务的盈利水平 机队规模和航线网络扩张展现很强侵略性 [2] 主要企业业绩表现 - 国货航2025年上半年营业收入109.35亿元 同比增长21.92% 归属于上市公司股东的净利润12.40亿元 同比增长86.15% [3] - 东航物流上半年实现营收112.56亿元 归母净利润12.89亿元 南航物流上半年实现净利润16.01亿元 [3] - 业绩增长主要源于机队规模和航线结构扩充优化 航空油料价格同比下降 货站和地面综合物流板块稳步增长 [3] 行业整体运营数据 - 2025年上半年中国航空货邮运输总量478.4万吨 同比增长14.6% [4] - 国际航线完成货邮运输量203.7万吨 同比激增23.4% 占总货量比例42.6% 较2019年同期提高10个百分点 [4] - 上半年全国新增117条国际货运航线 同比增长58.1% 亚洲新增54条占比46.2% 欧洲新增45条占比38.5% [6] - 截至2025年6月国际货运航线通达50个国家106个城市 覆盖全球核心市场的网络初步形成 [6] 机队规模与机型发展 - 中国航司运营近60架波音777F货机 占全球该机型运营规模近五分之一 [4] - 顺丰航空机队规模达90架 成为中国最大航空货运企业 [5] - 京东航空运营10架737-800BCF机型 为中国第二大该机型运营商 [8] - 波音已向中国航司交付50架737-800BCF机型 山东太古完成113架737-800货机改装 [8] 航线网络扩展 - 顺丰航空开通鄂州-迈阿密-深圳国际货运航线 北美服务城市增至6个 [5] - 京东航空开通深圳-新加坡定期全货运航线 完善亚太地区航空物流网络布局 [7] - 航线网络以主要城市群和都市圈为核心 与国际航线形成高效协同 [6] 客改货市场发展 - 客改货业务成为航空货运公司主要运力来源 能以较低成本迅速提升运力规模 [8] - 空客A330系列客改货已在北京飞机维修工程公司投产交付 国货航已有6架A330-200F [9] - 空客A320P2F及A321P2F客改货项目获中国民航局认证 在全球布局8个改装中心 [9] - 巴西航空工业公司在中国开展20架E系列货机客改货服务 在兰州建立改装能力 [10] - 中国商飞C909货运型号已向中通货运航空和中原龙浩航空分别交付一架 [10]

北京商报讯(记者关子辰牛清妍)9月25日，北京商报记者从波音公司获悉，波音9月24日向金鹏航空交付 了一架777货机。金鹏航空共订购了两架777货机，此次交付的是首架。 金鹏航空表示，777货机将补充金鹏航空的747货机机队，实现高达3米的行业标准货物的无缝联运，同 时具备针对高密度货物的107吨业载能力。 ...

公司动态 - 波音公司向中国金鹏航空交付首架777货机 该订单包含两架货机[1] 行业动态 - 中国航空货运市场需求持续增长 金鹏航空扩大货机机队规模[1]

25日，商务部举行例行新闻发布会。有记者提问称，美国驻华大使庞德伟称，中国购买更多波音飞机 的协议谈判已经进入最后几天或几周。商务部能否就相关谈判进展做出更多介绍？ 商务部新闻发言人何亚东表示，中美经贸关系的本质是互利共赢，中美两国在经贸领域拥有广泛共同利 益和广阔合作空间。当前影响中美正常经贸合作的最大障碍在于美单边限制措施，希望美方与中方相向 而行，为中美经贸关系稳定、健康、可持续发展创造有利条件。（第一财经记者 高雅） ...

India is weighing French-made engines for its fighter jets as talks over joint manufacturing with the US move at a sluggish pace, according to senior officials in New Delhi familiar with the matter.New Delhi is in talks with Paris-based Safran SA over the engines, the officials said, asking not to be identified as the discussions are still private. They did not clarify whether India would buy these engines or seek to jointly produce them.India’s advanced homegrown fighter, Tejas Mark-2, was to be powered by ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...

Boeing said on Wednesday it would relocate F/A-18 fighter jet's service life modification work out of the St. Louis region to support its expansion plans for future programs. ...

U.S. stock markets opened Wednesday, September 24, 2025, with a positive tone, showing resilience after a choppy Tuesday session where major indexes pulled back from recent record highs. Investors are navigating a landscape shaped by Federal Reserve commentary, upcoming inflation data, and significant corporate developments, particularly within the technology sector.Market Indexes Show Positive OpenIn the early minutes of trading, U.S. stocks were ticking higher, recovering some of the losses experienced on ...

Democratic Senator Richard Blumenthal said the Federal Aviation Administration's proposed $3.1 million fine against Boeing for a series of safety violations is inadequate and wants the agency to expla... ...

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Boeing workers represented by the International Association of Machinists and Aerospace Workers District 837 at the company’s St. Louis area plants are still waiting for the plane maker to officially respond to their pre-ratified strike settlement, the union said in a virtual press conference Tuesday. Dan Gillian, Boeing Air Dominance VP,  general manager ...