波音737MAX空难报告发布 对波音股票影响几何?

  美国国会周三发布的一份波音737MAX空难调查报告称,波音737 Max在研发过程中出现了无数设计、管理和监管失误,导致这架颇受欢迎的波音客机两次坠毁,导致346人“本可避免的死亡”。   这份报告已经准备了大约18个月,目前监管机构正在为这些飞机重新认证进行最后的工作。自2019年3月以来,这架737 Max已经在全球范围内停飞,此前这架飞机曾发生过两次致命坠机事件。   2018年10月29日,从印度尼西亚雅加达起飞的狮子航空公司610航班和2019年3月10日,从埃塞俄比亚亚的斯亚贝巴起飞的埃塞俄比亚航空公司302航班在起飞后不久坠毁,机上人员全部遇难。事故的核心是一个被称为MCAS的自动化系统,两架飞机的飞行员都在努力克服该系统。在接收到不准确的传感器数据后激活。   波音公司对MCAS系统进行了改进,使其功能减弱,使飞行员能够更好地控制系统,并在启动前提供更多数据波音公司在一份声明中表示:“作为一家公司,我们从狮航610航班和埃塞俄比亚302航班的事故以及我们所犯的错误中吸取了许多惨痛的教训。正如这份报告所认识到的,我们已经对公司做出了根本性的改变,并继续寻求改进的方法。改变总是很难的,需要每天的承诺,但作为一家公司,我们致力于做这项工作。”   飞机坠毁事件将波音公司推入了它有史以来最大的危机,因为它最畅销的飞机无法交付给客户,成本上升。这些失误让波音公司首席执行官丹尼斯•麦伦伯格失去了工作,并促使该公司进行内部重组,以改进安全措施。现在,新冠大流行扰乱了全球的航空旅行需求,再加上大面积停飞,给波音公司带来了一个新问题:取消航班的飞机越来越多。   制造商的问题并没有结束于737max。最近,波音公司在一些787客机上发现了缺陷,促使其接受检查,从而延缓了这款宽体客机的交付。   A Congressional transportation committee released a report about the troubled Boeing 737 MAX on Wednesday, but in stock market terms it amounted to old news.   The report, issued by the House Transportation & Infrastructure committee, outlines design flaws, poor assumptions about pilot responses and management failures. The 245-page report spreads blame across Boeing (ticker: BA) and the Federal Aviation Administration.   Boeing issued a statement after the release of the report saying it cooperated fully and that the company has implemented many fundamental changes based on input from aerospace stakeholders, including government officials.   Boeing shares were up 2.2% to $167.06 Wednesday afternoon. The rally coincided with gains in the broader market, although stocks were retreating a bit after the Federal Reserve said interest rates would remain near zero even if the economic recovery quickens.   The MAX has been grounded worldwide since mid-March 2019 following two deadly crashes inside of five months. Before the second tragic crash, Boeing stock traded for more than $400 a share.   Shares closed 2019 at $325.76, down roughly 20%. Then came the Covid-19 pandemic. Boeing stock is down about 48% year to date. Shares of peer Airbus (AIR.France) are off about 46%. The pain extends to suppliers and customers. Aerospace supplier stocks Barron’s tracks are down about 33% on average. U.S. airline shares are down roughly 40%. Aviation-related stock returns are far worse than comparable returns of the S&P 500 and Dow Jones Industrial Average.   Aerospace has been hit harder than most sectors of the economy by the pandemic. U.S. commercial air traffic fell more than 90% year over year in April, and recovery has been slow.   Looking ahead, Boeing expects to have the MAX back in service this year. Boeing pointed Barron’s to CEO Dave Calhoun’s comments on the second quarter conference call, when he was asked about the report and the MAX.   “Based on our latest assessment, we now expect the necessary regulatory approvals will be obtained in time to support resumption of deliveries during the fourth quarter,” he said. Of course, the actual timing will ultimately be determined by the global regulators.”   The FAA also issued a statement after the report reiterating its commitment to safety. “The FAA continues to follow a thorough process, not a prescribed timeline, for returning the aircraft to service.”   The FAA published an airworthiness directive at the end of July that is open to public comment for 45 days. (责任编辑:admin)