证券研究报告 2026年2月26日 行业评级：优于大市 评级变动：维持 飞机交易市场韧性犹存，国际航线进一步修复 ——飞机租赁行业跟踪报告 分析师 资格证书 联系邮箱 ：钟奕昕 ：S0650524030001 ：zhongyixin@mgzq.com 请务必阅读报告正文后的重要声明部分 核心要点 请务必阅读报告正文后的重要声明部分 2 • 飞机制造商产能在缓慢恢复，积压订单飞机数量仍维持高位。受供应链及劳动力短缺等因素影响延续，飞机制造商产 能受限、交付延迟问题依然严峻。 2026年1月，波音飞机交付量为46架，空客飞机交付量为19架。IBA预测，2026年 空客预计交付略高于900架飞机，波音方面预计全年交付约670架。飞机订单需求持续火热，积压订单量继续维持在历 史高位水平。 • 根据IBA，自疫情影响消退以来，飞机二级交易市场持续走强。在二手交易市场中，窄体机依然占据主导地位，其中 以空客A320/A321系列以及波音737NG系列最为活跃。需求来源不仅包括现有运营商，也涵盖了拆解交易商与备件供应 商。与此同时，宽体机的市场价值与租金水平亦呈上行趋势，主要受发动机大修成本高企以及维修工位紧缺的影响。 展 ...

Key TakeawaysPentagon issues Friday ultimatum to Anthropic to remove AI guardrails or face a "supply chain risk" blacklisting; Lockheed Martin (LMT) and Boeing (BA) exposure is under immediate review.Secretary of State Marco Rubio warns Iran is pushing for nuclear capability and intercontinental ballistic missiles (ICBMs), calling Tehran's refusal to discuss its missile program a "big, big problem."U.S. officials are investigating a "highly unusual" shootout near Cuba involving a Florida-registered boat tha ...

Group 1 - The Pentagon has requested Boeing and Lockheed Martin to assess their reliance on Anthropic's AI model, Claude, indicating a potential designation of Anthropic as a "supply chain risk" [1][1][1]

FAA issues directive to address Boeing 737 circuit breaker issue | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Boeing logo is seen in this illustration taken July 26, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]WASHINGTON, Feb 25 (Reuters) - The Federal Aviation Administration said on Wednesday it has issued an airworthiness directive for all Boeing [(BA.N), opens new tab] 737 MAX 8, and 8200 a ...

All three stocks still show promise, based on technical analysis. ...

Core Viewpoint - The Boeing Company (NYSE:BA) has shown a significant rebound in its stock price, with a 30% increase over the past year and a 2.5% rise year-to-date, indicating positive market sentiment and performance [2]. Financial Performance - Boeing reported $23.9 billion in revenue for its fiscal fourth quarter, surpassing analyst expectations of $22.3 billion, showcasing strong financial performance [2]. - Bank of America has maintained a Buy rating for Boeing with a price target of $270, while Bernstein has an Outperform rating with a price target of $298, reflecting confidence in the company's future prospects [2]. Business Developments - Boeing has entered into a deal with Kazakhstan's national carrier to deliver up to 15 Dreamliner 787 aircraft, marking a significant business development for the company [2]. - Discussions around Boeing's defense production have highlighted potential strategic changes, including moving defense operations back to St. Louis, which could impact the company's operational efficiency and local economic conditions [3].

国家知识产权局信息显示，波音公司取得一项名为"增材制造系统和方法"的专利，授权公告号 CN113523309B，申请日期为2021年4月。 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

The Boeing Company (NYSE:BA) is one of the Best Aerospace and Defense Stocks to Invest In Right Now. On February 19, The Boeing Company (NYSE:BA) announced that its 777-9 flight training simulators received qualification certificates from the US Federal Aviation Administration and European Union Aviation Safety Agency. This brings the simulators a step closer to approved pilot training as the certification grants initial qualification. ​Management noted that the 777-9 flight simulator isn’t just a basic ...

签约仪式期间，越南航空管理层与波音公司举行会谈，讨论了未来一段时间内投资30架宽体客机的计划，预计总价值将超过120亿美元。 未来五年，越南航空的目标是在各项关键运营指标上实现持续两位数的年均增长率。 北京商报讯（记者 关子辰 牛清妍）2月24日，记者从越南航空获悉，越南航空近日签署协议，订购50架波音737-8窄体客机。越南航空计划于2030—2032年 接收这批飞机。预计到2030年，其机队规模将扩大至约151架。波音737-8飞机将主要执飞国内和亚洲区域航线。 ...

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