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总结

多家外媒报道,波音在2025年获得的净订单数首次自2018年以来超过空客,并将全年商用飞机交付提升至约600架,创2018年以来最高。报道认为,这显示波音在经历安全与质量危机后复苏迹象增强,但公司仍处于监管与市场信任修复期,供应链约束与产能爬坡使部分机型生产节奏仍承压。订单与交付改善将影响其现金流、客户交付进度、航空产业链预期及与空客的市场竞争格局。

正文

Boeing outsold Airbus last year for first time since 2018, deliveries rise to 600 CNBC Boeing turnaround takes hold with highest annual jet deliveries since 2018 Reuters Boeing secures more orders than Airbus for the first time this decade Financial Times Inside Boeing's factories: How the aircraft maker is trying to fix its safety and quality crisis CNBC TV18 Boeing beats Airbus on orders, still behind on production The Seattle Times
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