Taylor789的个人主页 - 老虎社区

Taylor789

Taylor789

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IP属地：北京

40关注

7粉丝

5主题

0勋章

2021-12-17

$Lucid Group Inc(LCID)$还扛得住吗，兄弟们哈哈

2021-11-09

$Rivian Automotive, Inc.(RIVN)$几号上市？

2020-06-22

$US Foods Holding Corp.(USFD)$这个买到高点了郁闷

2021-12-14

$Newegg Comm Inc.(NEGG)$要完犊子

2021-12-10

$Lucid Group Inc(LCID)$跌的够厉害的

2021-07-07

$景顺抵押资本(IVR)$坑比

2020-06-12

$跟谁学(GSX)$牛逼牛逼。服。38底线。尾盘拉升诱空

2021-12-17

$Newegg Comm Inc.(NEGG)$真是垃圾，几天跌去50/%

2021-11-11

$Rivian Automotive, Inc.(RIVN)$几点开？

2021-11-01

$Newegg Comm Inc.(NEGG)$这么安静，物流做的如何了

2022-12-28

$Newegg Comm Inc.(NEGG)$ 退市了

2021-10-28

有锤子用，你们没发量产

抱歉，原内容已删除

2021-06-22

怎么变成2022年上市了

贾跃亭微博发文祝父亲节快乐：FF就像我的孩子

2020-10-14

都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....

暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破

2020-09-24

说说你对这篇新闻的看法...

Boeing: Negative Dreamliner Prospects

去老虎APP查看更多动态

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12:33","market":"hk","language":"zh","title":"贾跃亭微博发文祝父亲节快乐：FF就像我的孩子","url":"https://stock-news.laohu8.com/highlight/detail?id=2144470918","media":"新浪科技综合","summary":"6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网智能电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。在贾跃亭该条微博评论区，有网友询问什么时候能给试驾，也有网友问“什么时候回国”。见面的具体时间未公布。而此前消息称，FF91计划2022年上市。","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/front20210414ac/750/w480h270/20210414/79af-knqqqmv4766239.jpg\"/>\n<em><span></span></em>\n</span>\n<font>证监会 对贾跃亭采取终身证券市场禁入措施</font>\n</p><p>来源：TechWeb</p>\n<p>原标题：贾跃亭发文祝父亲节快乐：FF就像我的孩子</p>\n<p>6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。</p>\n<figure>\n<img h=\"241\" src=\"http://n.sinaimg.cn/spider2021620/741/w500h241/20210620/6255-krpikqh1785830.jpg\" w=\"500\"/>\n</figure>\n<figure>\n<img h=\"263\" src=\"http://n.sinaimg.cn/spider2021620/763/w500h263/20210620/affb-krpikqh1785831.jpg\" w=\"500\"/>\n</figure>\n<div sax-type=\"proxy\"></div><p>在贾跃亭该条<a href=\"https://laohu8.com/S/WB\">微博</a>评论区，有网友询问什么时候能给试驾，也有网友问“什么时候回国”。</p>\n<p>根据今天5月媒体报道的消息，法拉第未来（Faraday Future）首款预量产电动车FF91将在纽约与消费者见面，或将开放试驾机会。见面的具体时间未公布。而此前消息称，FF91计划2022年上市。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贾跃亭微博发文祝父亲节快乐：FF就像我的孩子</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭微博发文祝父亲节快乐：FF就像我的孩子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 12:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/2021-06-20/detail-ikqcfnca2107992.d.html?vt=4><strong>新浪科技综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证监会 对贾跃亭采取终身证券市场禁入措施\n来源：TechWeb\n原标题：贾跃亭发文祝父亲节快乐：FF就像我的孩子\n6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网智能电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。\n\n\n\n\n\n\n在贾跃亭该条微博评论区，有网友询问什么时候能给试驾，也有网友问...</p>\n\n<a href=\"https://tech.sina.cn/2021-06-20/detail-ikqcfnca2107992.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20210620/ccd4-krpikqh2047713.jpg/w120h90l50t17f0.jpg","relate_stocks":{},"source_url":"https://tech.sina.cn/2021-06-20/detail-ikqcfnca2107992.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144470918","content_text":"证监会 对贾跃亭采取终身证券市场禁入措施\n来源：TechWeb\n原标题：贾跃亭发文祝父亲节快乐：FF就像我的孩子\n6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网智能电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。\n\n\n\n\n\n\n在贾跃亭该条微博评论区，有网友询问什么时候能给试驾，也有网友问“什么时候回国”。\n根据今天5月媒体报道的消息，法拉第未来（Faraday Future）首款预量产电动车FF91将在纽约与消费者见面，或将开放试驾机会。见面的具体时间未公布。而此前消息称，FF91计划2022年上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309871096,"gmtCreate":1602662549915,"gmtModify":1703827319435,"author":{"id":"3545303008516803","authorId":"3545303008516803","name":"Taylor789","avatar":"https://static.tigerbbs.com/52379968908007b0c2140e029c38204e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....","listText":"都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....","text":"都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309871096","repostId":"2075350538","repostType":2,"repost":{"id":"2075350538","pubTimestamp":1602659485,"share":"https://www.laohu8.com/m/news/2075350538?lang=&edition=full","pubTime":"2020-10-14 15:11","market":"us","language":"zh","title":"暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2075350538","media":"金十数据","summary":"目前来看，波音的困境主要体现在三大方面。其一，无订单致使财报亏损严重。空难事件后，波音的王牌客机737MAX便遭全球停飞，全球各大航司也纷纷取消了737MAX的订单，波音公布的数据显示，迄今为止，该公司已取消的737MAX机型订单总数达436架。而在疫情期间全球航空需求骤减的情况下，各航司对波音其他机型的需求也大幅减少，今年迄今，波音所有机型的取消订单达448架。值得一提的是，与波音的“四面危机”形成反差，我国国产飞机屡传好消息。","content":"<html><body><article><p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>又有坏消息。<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经10月14日消息，波音公司周二（13日）表示，9月，公司交付了11架飞机，使得公司在第三季度的飞机交付数量上升至28架，但与2019年同期交付的62架相比依旧下降了55%，呈“腰斩”之势。今年迄今，波音仅交付了98架商用飞机，不足去年同期（301架）的三分之一。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608251456/0\"/><p>实际上，自两起惨痛的空难事件发生以来，波音便开始走“下坡路”，空难事件带来的负面影响尚未恢复，又逢疫情席卷致使全球航空业陷入低迷，在此背景下波音可谓处境艰难。目前来看，波音的困境主要体现在三大方面。</p><p><strong>其一，无订单致使财报亏损严重。</strong>空难事件后，波音的王牌客机737MAX便遭全球停飞，全球各大航司也纷纷取消了737MAX的订单，波音公布的数据显示，迄今为止，该公司已取消的737MAX机型订单总数达436架。而在疫情期间全球航空需求骤减的情况下，各航司对波音其他机型的需求也大幅减少，今年迄今，波音所有机型的取消订单达448架。</p><p>商用飞机订单是波音的重要收入来源之一，在大量订单被取消的情况下，该公司的财报自然也称不上亮眼。波音7月29日公布的财报显示，该公司二季度实现营收118.07亿美元，去去年同期相比下降了25%，净亏损达23.95亿美元（约合人民币161亿元），亏损额比一季度（4.41亿美元）高出约4倍。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608251665/0\"/><p><strong>其二，737MAX复飞艰难。</strong>作为波音的王牌客机，737MAX一直以来都是波音的最畅销机型，也因如此，737MAX遭遇停飞后，波音一直致力推进其复飞进程，期望737MAX复飞成功后，公司的“订单危机”得以缓解。</p><p>9月30日的消息显示，虽然目前737MAX的试飞已“富有成效”——美国联邦航空管理局（FAA）局长Steve Dickson驾驶737 Max在华盛顿州上空飞行了90多分钟，但其维修工作依旧未能通过FAA的评估。换言之，737MAX的复飞尚未能提上日程。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608251981/0\"/><p><strong>其三，飞机质量问题层出不穷。</strong>除了王牌机型737MAX外，梦想机型787MAX也是波音的订单“扛把子”，但今年以来，787机型也屡次被发现存在质量问题。今年7月，一架美联航的787飞机短短两天内在日本机场三次迫降，三次迫降的原因均为飞机左侧襟翼发生故障；9月，知情人士透露，787长程客机的机身连接处存在两处制造缺陷。</p><p>虽然波音很快便对787系列客机的缺陷做出回应，但在737MAX的“前车之鉴”下，787屡屡被曝质量问题，一定程度会对波音客机的声誉造成影响，消费者对其信任度也将大打折扣。</p><p><strong>值得一提的是，与波音的“四面危机”形成反差，我国国产飞机屡传好消息。</strong>以我国具有自主知识产权的新型涡扇支线飞机ARJ21为例，6月底，中国商飞已成功向三大航司交付ARJ21；7月10日，ARJ21成功完成首航任务，正式投入生产。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608252221/0\"/><p>据东航介绍，按计划，一二三航空将在今年接收3架ARJ21，2021年接收6架，2022年接收8架，到2025年前该机型的机队规模达到35架。</p><p>除了ARJ21外，国产大飞机C919也迎来了好消息。<a href=\"https://laohu8.com/S/300059\">东方财富</a>网8月初报道，现阶段，C919已正式开启多机场、多区域协同试飞，全线进入高强度、高效率、高质量的飞行试验，C919的交付已指日可待。可以说，国产飞机正不断崛起。</p><p>文 | 李银苏 题 | 凌明 图 | 饶建宁 审 | 李泽钚</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-14 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020101415132879730073&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。波音又有坏消息。新浪财经10月14日消息，波音公司周二（13日）表示，9月，公司交付了11架飞机，使得公司在第三季度的飞机交付数量上升至28架，但与2019年同期交付的62架相比依旧下降了55%，呈“腰斩”之势。今年迄今，波音仅交付了98架商用飞机，不足去年同期（301架）的三分之一。实际上，自两起惨痛的空难事件发生以来，波音便开始走“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020101415132879730073&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"BA":"波音"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020101415132879730073&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2075350538","content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。波音又有坏消息。新浪财经10月14日消息，波音公司周二（13日）表示，9月，公司交付了11架飞机，使得公司在第三季度的飞机交付数量上升至28架，但与2019年同期交付的62架相比依旧下降了55%，呈“腰斩”之势。今年迄今，波音仅交付了98架商用飞机，不足去年同期（301架）的三分之一。实际上，自两起惨痛的空难事件发生以来，波音便开始走“下坡路”，空难事件带来的负面影响尚未恢复，又逢疫情席卷致使全球航空业陷入低迷，在此背景下波音可谓处境艰难。目前来看，波音的困境主要体现在三大方面。其一，无订单致使财报亏损严重。空难事件后，波音的王牌客机737MAX便遭全球停飞，全球各大航司也纷纷取消了737MAX的订单，波音公布的数据显示，迄今为止，该公司已取消的737MAX机型订单总数达436架。而在疫情期间全球航空需求骤减的情况下，各航司对波音其他机型的需求也大幅减少，今年迄今，波音所有机型的取消订单达448架。商用飞机订单是波音的重要收入来源之一，在大量订单被取消的情况下，该公司的财报自然也称不上亮眼。波音7月29日公布的财报显示，该公司二季度实现营收118.07亿美元，去去年同期相比下降了25%，净亏损达23.95亿美元（约合人民币161亿元），亏损额比一季度（4.41亿美元）高出约4倍。其二，737MAX复飞艰难。作为波音的王牌客机，737MAX一直以来都是波音的最畅销机型，也因如此，737MAX遭遇停飞后，波音一直致力推进其复飞进程，期望737MAX复飞成功后，公司的“订单危机”得以缓解。9月30日的消息显示，虽然目前737MAX的试飞已“富有成效”——美国联邦航空管理局（FAA）局长Steve Dickson驾驶737 Max在华盛顿州上空飞行了90多分钟，但其维修工作依旧未能通过FAA的评估。换言之，737MAX的复飞尚未能提上日程。其三，飞机质量问题层出不穷。除了王牌机型737MAX外，梦想机型787MAX也是波音的订单“扛把子”，但今年以来，787机型也屡次被发现存在质量问题。今年7月，一架美联航的787飞机短短两天内在日本机场三次迫降，三次迫降的原因均为飞机左侧襟翼发生故障；9月，知情人士透露，787长程客机的机身连接处存在两处制造缺陷。虽然波音很快便对787系列客机的缺陷做出回应，但在737MAX的“前车之鉴”下，787屡屡被曝质量问题，一定程度会对波音客机的声誉造成影响，消费者对其信任度也将大打折扣。值得一提的是，与波音的“四面危机”形成反差，我国国产飞机屡传好消息。以我国具有自主知识产权的新型涡扇支线飞机ARJ21为例，6月底，中国商飞已成功向三大航司交付ARJ21；7月10日，ARJ21成功完成首航任务，正式投入生产。据东航介绍，按计划，一二三航空将在今年接收3架ARJ21，2021年接收6架，2022年接收8架，到2025年前该机型的机队规模达到35架。除了ARJ21外，国产大飞机C919也迎来了好消息。东方财富网8月初报道，现阶段，C919已正式开启多机场、多区域协同试飞，全线进入高强度、高效率、高质量的飞行试验，C919的交付已指日可待。可以说，国产飞机正不断崛起。文 | 李银苏 题 | 凌明 图 | 饶建宁 审 | 李泽钚","news_type":1},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974107141,"gmtCreate":1600954142783,"gmtModify":1703823127371,"author":{"id":"3545303008516803","authorId":"3545303008516803","name":"Taylor789","avatar":"https://static.tigerbbs.com/52379968908007b0c2140e029c38204e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974107141","repostId":"2069055032","repostType":2,"repost":{"id":"2069055032","pubTimestamp":1600952420,"share":"https://www.laohu8.com/m/news/2069055032?lang=&edition=full","pubTime":"2020-09-24 21:00","market":"us","language":"en","title":"Boeing: Negative Dreamliner Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=2069055032","media":"Dhierin Bechai","summary":"Boeing 787 unit decreases still look strong.Underlying profit margins, however, have been eroded.Timeframe to recoup production costs has been extended and leveraged.","content":"<html><body><div><div><div><div>Summary</div><div><p>Boeing 787 unit decreases still look strong.</p><p>Underlying profit margins, however, have been eroded.</p><p>Timeframe to recoup production costs has been extended and leveraged.</p></div></div></div><div> <p><span>It have been a very interesting time for the Boeing <span>(NYSE:BA)</span> 787 and not in a positive way.</span> A flurry of manufacturing issues was found that trace back to Boeing’s outsourcing practice for the program and demand for new jets has dried up, leaving the Boeing 787 at a vulnerable spot right at the time when the Dreamliner provided meaningful cash to navigate Boeing through the Boeing 737 MAX crisis. Recent changes to the production levels have significantly altered our expectations for the program where we can only conclude that further slips to the program will trigger multi-billion charges that will make the Boeing 737 MAX liabilities look small. In this analysis, we look at Boeing’s previous quarter performance as there have been quite some changes that have affected performance in the first half of the year and also will affect Boeing’s performance on the Dreamliner program going forward.</p> <p><img height=\"340\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-1600876126356852.jpg\" width=\"605\"/></p> <p><em>Source: KOMO News</em></p> <h2>Boeing reduces production</h2> <p>Previously, I anticipated that Boeing would be reducing production to a level of eight aircraft per month starting in Q2 due to the pandemic. However, Boeing did end up accelerating the decrease in production from late 2020 to early 2020 and from a previously anticipated level of 12 aircraft per month to 10 aircraft per month, a level that earlier was envisioned to be hit in early 2021, and instead of hitting a production level of seven aircraft per month in 2022, the troubled jet maker will now hit a level of six aircraft per month a year earlier. So, what we are seeing is that the cuts are deeper and earlier which is hardly a good sign but does fit the depressed market for new aircraft.</p>\n<div></div> <p>All of the above resulted in significant margin erosion as some of the efficiencies in the system are lost and Boeing even had to remove 100 aircraft from the accounting quantity that it uses to calculate average profits for the entire accounting block. That means that the high initial production costs are now spread over less aircraft and a set of 100 profitable aircraft has been removed from the accounting quantity. That means that the program margin is being squeezed from two sides.</p> <h2>Deferred Balance For The Boeing 787</h2> <p>According to Boeing's data, the deferred balance for the Dreamliner program topped at $28.65B in Q2 2016 and our data shows that this happened at the 431st delivery. On average, for the first 431 deliveries, each delivery was roughly $66.5 million less profitable than the average assumed profit for the accounting block.</p> <p>In the second quarter of 2016, Boeing removed two test aircraft from the accounting block and reclassified them as R&amp;D costs. As a result, the deferred balance dropped by roughly $1B. From an e-mail exchange with Boeing spokesman Doug Alder, we understood that the removal of the test aircraft from the accounting block led to the underlying assumed average profit per airframe to go up slightly, while the production costs of these aircraft were completely removed from the deferred production balance.</p> <p>The removal of the test aircraft, which were considered unsuitable for placement with customers, was a welcome de-risk. However, in order to get an accurate view of actual progress in zeroing out the deferred costs, which is the obvious target for Boeing here, it's needed to correct for the removal of the test aircraft from the accounting quantity.</p> <p>By doing so, we obtain the following graph:</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-16008763700936565.png\"/></p>\n<div></div> <p><em>Figure 1: Accumulated deferred costs per quarter (Source: AeroAnalysis International)</em></p> <p>Figure 1 shows how the sum of the deferred balance and unamortized tooling and other non-recurring costs has increased over time but has started decreasing since 2016. Figure 1 already gives a pretty good visualization, and <a href=\"https://laohu8.com/S/AONE.U\">one</a> can imagine how the trend would continue in the future. What can be seen is that the deferred balance clearly decreased for the 17th consecutive quarter. However, it’s worrisome that the curve seems to be flattening as demand for wide body jets has dried up.</p> <p>The deferred balance after 968 deliveries is $17.96B vs. $18.79B last quarter or $18.4 million per airframe compared to $19.4 million per delivered airframe in the last quarter. This marks a $831 million improvement. To make things more visible, the differences in the total deferred balance per quarter divided by the number of <strong>rolled out jets</strong> can be plotted.</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-1600876424660269.png\"/></p> <p><em>Figure 2: Boeing 787 deferred balance decrease per rolled out jet (Source: AeroAnalysis International)</em></p> <p><em>Note: Quarters with a block extension are marked purple, quarters with a block reduction are marked blue.</em></p> <p>Previously, we expressed the unit improvements in terms of delivered Dreamliner aircraft. When roll outs closely match the delivery figures that's not a problem. However, currently there exists a significant disjoint between loading and roll out figures on one hand and deliveries on the other hand. Therefore, using roll out figures are more reflective as it takes an actual roll out to burn off the deferred production balance. Figure 2 shows that the decrease in deferred balance per unit changed from minus $56.4 million per airframe in Q1 2014 to $36.1million in Q2 2020. Quarter over quarter, the deferred balance decrease per airframe improved by nearly $5.1 million per unit.</p>\n<div></div> <p>So, we are currently seeing that on<span> a unit and block level</span>, production is still very profitable. However, on a program level Boeing cannot take on a lot of headwinds anymore and that could be problematic as the company is facing crucial decisions regarding the future of the Boeing 787.</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-16008764033999581.png\"/></p> <p><em>Figure 3: Accounting block Boeing 787 (Source: AeroAnalysis)</em></p> <p>Boeing has decreased the accounting block from 1,600 to 1,500 units. It took the company 393 deliveries to halt the rise in deferred balance. In the quarter after reaching this top, the company reclassified the costs incurred on early test frames that were later deemed unmarketable. This led to a lower deferred balance. If we add back this charge or deduct it over the entire range, which is more suitable, the actual top was at 431 deliveries with a deferred balance of $25.498B. Boeing has 532 units left to recoup the balance of $18B. Boeing still needs 24 sales to reach the 1,500 aircraft, which is the size of the accounting quantity.</p> <p>With the 525 aircraft that are yet to be delivered, Boeing needs to recoup $34.2 million per airframe on average on top of the average program margin to totally zero out the balance. Given that Boeing currently generates profits of ~36 million per airframe, the road toward zeroing out the deferred balance remains difficult, especially because the production rate is set to come down. The Boeing 787 family's discounted price label is in the $135 million range, which means that Boeing will need profit margins north of 20% on top of average assumed margins for the balance to zero out completely. Given that Boeing's best-selling wide-body jet, which operated in an almost unrivaled market space, the Boeing 777, has margins of 30%, the task at hand for BA seems to be doable but there's extremely little margin for any further slips.</p>\n<div></div> <h2>Conclusion</h2> <p>In Q2, the deferred production balance per unit increased sequentially and that itself seems to be a sign that the unit costs despite lower production rates are still strong. However, it should be noted that production rate decreases have been accelerated while the reduced production rates mean that it will take Boeing longer to burn off the balance. Overall, while the unit figures do not show it (yet), the space to reduce the deferred production balance to zero has become significantly tighter for Boeing due to the combination of accounting block contraction and potential losses of gains in the production system due to lower production volumes.</p> <span></span><span marketing_unit=\"X_5\"><p><strong>*Join The Aerospace Forum today and get a 15% discount*<img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/5/4/9932311-158864634703.png\"/></strong><span>The Aerospace Forum is the most subscribed-to service focusing on investments in the aerospace sphere, but we also share our holdings and trades outside of the aerospace industry</span>. <span>As a member, you will receive high-grade analysis to gain better understanding of the industry and make more rewarding investment decisions.</span></p>\n</span><p><b>Disclosure:</b> <span>I am/we are long BA, EADSF.</span> <span>I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.</span></p></div><div><div></div><span><svg height=\"16\" viewbox=\"5.799999713897705 7.799999237060547 20.30000114440918 16.39999771118164\" width=\"16\"><path d=\"M26.1 9.7c-.7.3-1.5.6-2.4.7.9-.5 1.5-1.3 1.8-2.3-.8.5-1.7.8-2.6 1-.8-.8-1.8-1.3-3-1.3-2.3 0-4.1 1.9-4.1 4.1 0 .3 0 .6.1.9-3.4-.2-6.5-1.8-8.5-4.3-.4.7-.7 1.4-.7 2.1 0 1.4.7 2.7 1.8 3.4-.7 0-1.3-.2-1.9-.5v.1c0 2 1.4 3.7 3.3 4.1-.3.1-.7.1-1.1.1-.3 0-.5 0-.8-.1.5 1.6 2.1 2.8 3.9 2.9-1.4 1.1-3.2 1.8-5.1 1.8-.3 0-.7 0-1-.1 1.8 1.2 4 1.9 6.4 1.9 7.6 0 11.8-6.3 11.8-11.8v-.5c.8-.6 1.5-1.3 2.1-2.2zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"18\" viewbox=\"11.000001907348633 6.799999713897705 9.999998092651367 18.600000381469727\" width=\"10\"><path d=\"M20.6 6.8h-2.4c-2.7 0-4.4 1.8-4.4 4.6v2.1h-2.4c-.2 0-.4.2-.4.4v3c0 .2.2.4.4.4h2.4V25c0 .2.2.4.4.4h3.1c.2 0 .4-.2.4-.4v-7.7h2.8c.2 0 .4-.2.4-.4v-3c0-.1 0-.2-.1-.3-.1-.1-.2-.1-.3-.1h-2.8v-1.8c0-.9.2-1.3 1.3-1.3h1.6c.2 0 .4-.2.4-.4V7.1c0-.2-.2-.3-.4-.3zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"16\" viewbox=\"6.200000286102295 6.699999809265137 19.5 18.700000762939453\" width=\"14\"><path d=\"M25.7 18.2v7.2h-4.2v-6.7c0-1.7-.6-2.8-2.1-2.8-1.2 0-1.8.8-2.1 1.5-.1.3-.1.6-.1 1v7H13s.1-11.4 0-12.6h4.2v1.8c.6-.9 1.5-2.1 3.8-2.1 2.7 0 4.7 1.8 4.7 5.7zM8.6 6.7c-1.4 0-2.4.9-2.4 2.2 0 1.2.9 2.2 2.3 2.2 1.5 0 2.4-1 2.4-2.2 0-1.2-.8-2.2-2.3-2.2zM6.5 25.4h4.2V12.8H6.5v12.6zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"14\" viewbox=\"4.5 6.499999523162842 22.900001525878906 18.999998092651367\" width=\"18\"><path d=\"M20.9 16.9c.1.2.1.3.1.5 0 .3-.1.6-.3.9-.2.2-.4.4-.7.5-.1 0-.3.1-.4.1-.3 0-.7-.1-.9-.3-.3-.2-.5-.5-.5-.8v-.3c0-.3.1-.6.3-.8.2-.2.4-.4.7-.5.2-.1.3-.1.5-.1.3 0 .6.1.8.3.1 0 .3.2.4.5zm-.9 3.7c-.1-.1-.3-.1-.4-.1-.1 0-.2 0-.3.1-1 .6-2.2.9-3.4.9-.9 0-1.8-.2-2.6-.6-.1 0-.3-.2-.4-.3-.1 0-.2-.1-.2-.1-.1 0-.2-.1-.3-.1-.1 0-.2 0-.3.1-.1.1-.2.1-.3.3-.1.1-.1.3-.1.4 0 .1 0 .2.1.4.1.1.1.2.3.3 1.1.8 2.5 1.1 3.8 1.1 1.2 0 2.4-.3 3.5-.8.1-.1.3-.2.5-.3.1-.1.2-.1.3-.2.1-.1.1-.2.2-.3v-.2c0-.1 0-.2-.1-.3l-.3-.3zm-8-1.9c.2.1.3.1.5.1.4 0 .7-.2 1-.4.3-.2.5-.6.5-1v-.1c0-.4-.2-.7-.5-1-.3-.2-.6-.4-1-.4h-.3c-.5.1-.9.5-1.1 1 0 .1-.1.3-.1.4 0 .3.1.6.3.9.2.3.4.4.7.5zm15.4-3.6v.2c0 .6-.2 1.1-.5 1.5-.3.4-.7.8-1.1 1v.7c0 1.2-.4 2.4-1.1 3.3-1.3 1.8-3.4 2.8-5.4 3.3-1.1.3-2.2.4-3.4.4-1.7 0-3.4-.3-4.9-.9-1.6-.7-3.2-1.7-4.1-3.3-.5-.8-.8-1.8-.8-2.8v-.7c-.4-.2-.8-.6-1.1-1-.3-.4-.5-1-.5-1.5 0-.8.3-1.5.8-2s1.2-.9 2-.9h.2c.4 0 .8.1 1.1.2.3.1.6.3.9.5.1 0 .2-.1.3-.1 1.7-1 3.6-1.4 5.4-1.5 0-.9.1-1.9.6-2.7.4-.7 1-1.3 1.8-1.4.3-.1.6-.1.9-.1.8 0 1.6.2 2.3.5.3-.5.8-.9 1.3-1.1.3-.1.7-.2 1-.2.4 0 .7.1 1.1.2.5.2.9.5 1.2 1 .4.4.6.9.6 1.5v.3c-.1.7-.4 1.3-.9 1.7-.5.4-1.1.7-1.8.7H23c-.6 0-1.3-.4-1.7-.8-.4-.5-.7-1.1-.7-1.8v-.1c-.6-.3-1.3-.5-1.9-.5h-.3c-.5 0-.9.4-1.1.8-.3.6-.4 1.4-.4 2.1 1.8.1 3.7.6 5.3 1.5 0 0 .1 0 .1.1.1-.1.2-.2.4-.3.5-.3 1.1-.5 1.7-.5.3 0 .5 0 .8.1.6.2 1.1.5 1.5 1 .4.4.7 1 .7 1.6zm-5.4-6s0 .1 0 0c0 .4.2.7.4.9.2.2.5.4.8.4h.1c.3 0 .6-.1.9-.4.2-.2.4-.5.4-.8v-.1c0-.3-.2-.6-.4-.9-.2-.2-.6-.4-.9-.4H23c-.3.1-.5.2-.7.4-.2.4-.3.6-.3.9zm-13.6 5c-.2-.1-.5-.2-.8-.2h-.1c-.4 0-.7.2-1 .4-.3.3-.5.6-.5 1v.1c0 .2.1.5.2.7.1.2.2.3.3.4.5-1 1.2-1.8 1.9-2.4zm16.1 4.5c0-.8-.3-1.7-.8-2.3-1-1.3-2.4-2.2-4-2.7-.3-.1-.6-.2-.9-.2-.9-.3-1.9-.4-2.8-.4-1.2 0-2.5.2-3.7.6-1.5.5-3 1.4-4 2.7-.5.7-.8 1.5-.8 2.3 0 .3 0 .6.1.9.2.7.5 1.3 1 1.8.4.5 1 1 1.6 1.3.1.1.3.2.4.2 1.7.9 3.6 1.3 5.4 1.3h1c1.9-.2 3.8-.7 5.4-1.9.5-.4.9-.8 1.3-1.3s.6-1.1.7-1.7c0-.2.1-.4.1-.6zm1.5-3.3c0-.2 0-.4-.1-.6-.1-.3-.3-.5-.6-.6-.3-.1-.6-.2-.8-.2-.3 0-.5.1-.8.2.8.7 1.4 1.4 1.8 2.4.1-.1.3-.3.3-.4.1-.3.2-.6.2-.8zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"10\" viewbox=\"4.699999809265137 8.300000190734863 22.599998474121094 15.40000057220459\" width=\"16\"><path d=\"M4.7 8.3v2.5L16 17l11.3-6.1V8.3H4.7zm0 3.7v11.7h22.6V12L16 18.1 4.7 12z\" fill=\"#FFFFFF\"></path></svg><svg height=\"14\" viewbox=\"87.43199920654297 227.56399536132812 422.6809997558594 382.7259826660156\" width=\"20\"><g><g><rect fill=\"none\" height=\"42.929\" width=\"42.929\" x=\"421.615\" y=\"375.172\"></rect><g><rect fill=\"none\" height=\"42.929\" width=\"42.929\" x=\"421.615\" y=\"375.172\"></rect><path d=\"M87.432,332.244v193.283h85.424v84.763h251.855v-84.763h85.402V332.244H87.432z M383.309,568.021H214.237 v-105.67h169.072V568.021z M464.543,418.101h-42.929v-42.929h42.929V418.101z\" fill=\"#FFFFFF\"></path></g></g><rect fill=\"#FFFFFF\" height=\"84.536\" width=\"253.609\" x=\"175.93\" y=\"227.564\"></rect></g></svg></span></div></div></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing: Negative Dreamliner Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-24 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4375970-boeing-negative-dreamliner-prospects><strong>Dhierin Bechai</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBoeing 787 unit decreases still look strong.Underlying profit margins, however, have been eroded.Timeframe to recoup production costs has been extended and leveraged. It have been a very ...</p>\n\n<a href=\"https://seekingalpha.com/article/4375970-boeing-negative-dreamliner-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://seekingalpha.com/article/4375970-boeing-negative-dreamliner-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2069055032","content_text":"SummaryBoeing 787 unit decreases still look strong.Underlying profit margins, however, have been eroded.Timeframe to recoup production costs has been extended and leveraged. It have been a very interesting time for the Boeing (NYSE:BA) 787 and not in a positive way. A flurry of manufacturing issues was found that trace back to Boeing’s outsourcing practice for the program and demand for new jets has dried up, leaving the Boeing 787 at a vulnerable spot right at the time when the Dreamliner provided meaningful cash to navigate Boeing through the Boeing 737 MAX crisis. Recent changes to the production levels have significantly altered our expectations for the program where we can only conclude that further slips to the program will trigger multi-billion charges that will make the Boeing 737 MAX liabilities look small. In this analysis, we look at Boeing’s previous quarter performance as there have been quite some changes that have affected performance in the first half of the year and also will affect Boeing’s performance on the Dreamliner program going forward.  Source: KOMO News Boeing reduces production Previously, I anticipated that Boeing would be reducing production to a level of eight aircraft per month starting in Q2 due to the pandemic. However, Boeing did end up accelerating the decrease in production from late 2020 to early 2020 and from a previously anticipated level of 12 aircraft per month to 10 aircraft per month, a level that earlier was envisioned to be hit in early 2021, and instead of hitting a production level of seven aircraft per month in 2022, the troubled jet maker will now hit a level of six aircraft per month a year earlier. So, what we are seeing is that the cuts are deeper and earlier which is hardly a good sign but does fit the depressed market for new aircraft.\n All of the above resulted in significant margin erosion as some of the efficiencies in the system are lost and Boeing even had to remove 100 aircraft from the accounting quantity that it uses to calculate average profits for the entire accounting block. That means that the high initial production costs are now spread over less aircraft and a set of 100 profitable aircraft has been removed from the accounting quantity. That means that the program margin is being squeezed from two sides. Deferred Balance For The Boeing 787 According to Boeing's data, the deferred balance for the Dreamliner program topped at $28.65B in Q2 2016 and our data shows that this happened at the 431st delivery. On average, for the first 431 deliveries, each delivery was roughly $66.5 million less profitable than the average assumed profit for the accounting block. In the second quarter of 2016, Boeing removed two test aircraft from the accounting block and reclassified them as R&D costs. As a result, the deferred balance dropped by roughly $1B. From an e-mail exchange with Boeing spokesman Doug Alder, we understood that the removal of the test aircraft from the accounting block led to the underlying assumed average profit per airframe to go up slightly, while the production costs of these aircraft were completely removed from the deferred production balance. The removal of the test aircraft, which were considered unsuitable for placement with customers, was a welcome de-risk. However, in order to get an accurate view of actual progress in zeroing out the deferred costs, which is the obvious target for Boeing here, it's needed to correct for the removal of the test aircraft from the accounting quantity. By doing so, we obtain the following graph: \n Figure 1: Accumulated deferred costs per quarter (Source: AeroAnalysis International) Figure 1 shows how the sum of the deferred balance and unamortized tooling and other non-recurring costs has increased over time but has started decreasing since 2016. Figure 1 already gives a pretty good visualization, and one can imagine how the trend would continue in the future. What can be seen is that the deferred balance clearly decreased for the 17th consecutive quarter. However, it’s worrisome that the curve seems to be flattening as demand for wide body jets has dried up. The deferred balance after 968 deliveries is $17.96B vs. $18.79B last quarter or $18.4 million per airframe compared to $19.4 million per delivered airframe in the last quarter. This marks a $831 million improvement. To make things more visible, the differences in the total deferred balance per quarter divided by the number of rolled out jets can be plotted.  Figure 2: Boeing 787 deferred balance decrease per rolled out jet (Source: AeroAnalysis International) Note: Quarters with a block extension are marked purple, quarters with a block reduction are marked blue. Previously, we expressed the unit improvements in terms of delivered Dreamliner aircraft. When roll outs closely match the delivery figures that's not a problem. However, currently there exists a significant disjoint between loading and roll out figures on one hand and deliveries on the other hand. Therefore, using roll out figures are more reflective as it takes an actual roll out to burn off the deferred production balance. Figure 2 shows that the decrease in deferred balance per unit changed from minus $56.4 million per airframe in Q1 2014 to $36.1million in Q2 2020. Quarter over quarter, the deferred balance decrease per airframe improved by nearly $5.1 million per unit.\n So, we are currently seeing that on a unit and block level, production is still very profitable. However, on a program level Boeing cannot take on a lot of headwinds anymore and that could be problematic as the company is facing crucial decisions regarding the future of the Boeing 787.  Figure 3: Accounting block Boeing 787 (Source: AeroAnalysis) Boeing has decreased the accounting block from 1,600 to 1,500 units. It took the company 393 deliveries to halt the rise in deferred balance. In the quarter after reaching this top, the company reclassified the costs incurred on early test frames that were later deemed unmarketable. This led to a lower deferred balance. If we add back this charge or deduct it over the entire range, which is more suitable, the actual top was at 431 deliveries with a deferred balance of $25.498B. Boeing has 532 units left to recoup the balance of $18B. Boeing still needs 24 sales to reach the 1,500 aircraft, which is the size of the accounting quantity. With the 525 aircraft that are yet to be delivered, Boeing needs to recoup $34.2 million per airframe on average on top of the average program margin to totally zero out the balance. Given that Boeing currently generates profits of ~36 million per airframe, the road toward zeroing out the deferred balance remains difficult, especially because the production rate is set to come down. The Boeing 787 family's discounted price label is in the $135 million range, which means that Boeing will need profit margins north of 20% on top of average assumed margins for the balance to zero out completely. Given that Boeing's best-selling wide-body jet, which operated in an almost unrivaled market space, the Boeing 777, has margins of 30%, the task at hand for BA seems to be doable but there's extremely little margin for any further slips.\n Conclusion In Q2, the deferred production balance per unit increased sequentially and that itself seems to be a sign that the unit costs despite lower production rates are still strong. However, it should be noted that production rate decreases have been accelerated while the reduced production rates mean that it will take Boeing longer to burn off the balance. Overall, while the unit figures do not show it (yet), the space to reduce the deferred production balance to zero has become significantly tighter for Boeing due to the combination of accounting block contraction and potential losses of gains in the production system due to lower production volumes. *Join The Aerospace Forum today and get a 15% discount*The Aerospace Forum is the most subscribed-to service focusing on investments in the aerospace sphere, but we also share our holdings and trades outside of the aerospace industry. As a member, you will receive high-grade analysis to gain better understanding of the industry and make more rewarding investment decisions.\nDisclosure: I am/we are long BA, EADSF. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954132557,"gmtCreate":1592825450179,"gmtModify":1704200237269,"author":{"id":"3545303008516803","authorId":"3545303008516803","name":"Taylor789","avatar":"https://static.tigerbbs.com/52379968908007b0c2140e029c38204e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USFD\">$US Foods Holding Corp.(USFD)$</a>这个买到高点了 郁闷","listText":"<a href=\"https://laohu8.com/S/USFD\">$US Foods Holding Corp.(USFD)$</a>这个买到高点了 郁闷","text":"$US Foods Holding Corp.(USFD)$这个买到高点了 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12:33","market":"hk","language":"zh","title":"贾跃亭微博发文祝父亲节快乐：FF就像我的孩子","url":"https://stock-news.laohu8.com/highlight/detail?id=2144470918","media":"新浪科技综合","summary":"6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网智能电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。在贾跃亭该条微博评论区，有网友询问什么时候能给试驾，也有网友问“什么时候回国”。见面的具体时间未公布。而此前消息称，FF91计划2022年上市。","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/front20210414ac/750/w480h270/20210414/79af-knqqqmv4766239.jpg\"/>\n<em><span></span></em>\n</span>\n<font>证监会 对贾跃亭采取终身证券市场禁入措施</font>\n</p><p>来源：TechWeb</p>\n<p>原标题：贾跃亭发文祝父亲节快乐：FF就像我的孩子</p>\n<p>6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。</p>\n<figure>\n<img h=\"241\" src=\"http://n.sinaimg.cn/spider2021620/741/w500h241/20210620/6255-krpikqh1785830.jpg\" w=\"500\"/>\n</figure>\n<figure>\n<img h=\"263\" 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭微博发文祝父亲节快乐：FF就像我的孩子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 12:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/2021-06-20/detail-ikqcfnca2107992.d.html?vt=4><strong>新浪科技综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证监会 对贾跃亭采取终身证券市场禁入措施\n来源：TechWeb\n原标题：贾跃亭发文祝父亲节快乐：FF就像我的孩子\n6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网智能电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。\n\n\n\n\n\n\n在贾跃亭该条微博评论区，有网友询问什么时候能给试驾，也有网友问...</p>\n\n<a href=\"https://tech.sina.cn/2021-06-20/detail-ikqcfnca2107992.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20210620/ccd4-krpikqh2047713.jpg/w120h90l50t17f0.jpg","relate_stocks":{},"source_url":"https://tech.sina.cn/2021-06-20/detail-ikqcfnca2107992.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144470918","content_text":"证监会 对贾跃亭采取终身证券市场禁入措施\n来源：TechWeb\n原标题：贾跃亭发文祝父亲节快乐：FF就像我的孩子\n6月20日消息，今日“父亲节”，贾跃亭发文称：“FF就像我的孩子，我永远为此自豪！我和FF合伙人将继续全力投入，并引领汽车行业朝互联网智能电动的方向变革[加油]。祝大家父亲节快乐！”，并配上了FF概念车的图片。\n\n\n\n\n\n\n在贾跃亭该条微博评论区，有网友询问什么时候能给试驾，也有网友问“什么时候回国”。\n根据今天5月媒体报道的消息，法拉第未来（Faraday Future）首款预量产电动车FF91将在纽约与消费者见面，或将开放试驾机会。见面的具体时间未公布。而此前消息称，FF91计划2022年上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309871096,"gmtCreate":1602662549915,"gmtModify":1703827319435,"author":{"id":"3545303008516803","authorId":"3545303008516803","name":"Taylor789","avatar":"https://static.tigerbbs.com/52379968908007b0c2140e029c38204e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....","listText":"都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....","text":"都是一些啥破新闻，等你有波音技术再得瑟，国产飞机有突破不假，天天这么吹....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309871096","repostId":"2075350538","repostType":2,"repost":{"id":"2075350538","pubTimestamp":1602659485,"share":"https://www.laohu8.com/m/news/2075350538?lang=&edition=full","pubTime":"2020-10-14 15:11","market":"us","language":"zh","title":"暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2075350538","media":"金十数据","summary":"目前来看，波音的困境主要体现在三大方面。其一，无订单致使财报亏损严重。空难事件后，波音的王牌客机737MAX便遭全球停飞，全球各大航司也纷纷取消了737MAX的订单，波音公布的数据显示，迄今为止，该公司已取消的737MAX机型订单总数达436架。而在疫情期间全球航空需求骤减的情况下，各航司对波音其他机型的需求也大幅减少，今年迄今，波音所有机型的取消订单达448架。值得一提的是，与波音的“四面危机”形成反差，我国国产飞机屡传好消息。","content":"<html><body><article><p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>又有坏消息。<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经10月14日消息，波音公司周二（13日）表示，9月，公司交付了11架飞机，使得公司在第三季度的飞机交付数量上升至28架，但与2019年同期交付的62架相比依旧下降了55%，呈“腰斩”之势。今年迄今，波音仅交付了98架商用飞机，不足去年同期（301架）的三分之一。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608251456/0\"/><p>实际上，自两起惨痛的空难事件发生以来，波音便开始走“下坡路”，空难事件带来的负面影响尚未恢复，又逢疫情席卷致使全球航空业陷入低迷，在此背景下波音可谓处境艰难。目前来看，波音的困境主要体现在三大方面。</p><p><strong>其一，无订单致使财报亏损严重。</strong>空难事件后，波音的王牌客机737MAX便遭全球停飞，全球各大航司也纷纷取消了737MAX的订单，波音公布的数据显示，迄今为止，该公司已取消的737MAX机型订单总数达436架。而在疫情期间全球航空需求骤减的情况下，各航司对波音其他机型的需求也大幅减少，今年迄今，波音所有机型的取消订单达448架。</p><p>商用飞机订单是波音的重要收入来源之一，在大量订单被取消的情况下，该公司的财报自然也称不上亮眼。波音7月29日公布的财报显示，该公司二季度实现营收118.07亿美元，去去年同期相比下降了25%，净亏损达23.95亿美元（约合人民币161亿元），亏损额比一季度（4.41亿美元）高出约4倍。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608251665/0\"/><p><strong>其二，737MAX复飞艰难。</strong>作为波音的王牌客机，737MAX一直以来都是波音的最畅销机型，也因如此，737MAX遭遇停飞后，波音一直致力推进其复飞进程，期望737MAX复飞成功后，公司的“订单危机”得以缓解。</p><p>9月30日的消息显示，虽然目前737MAX的试飞已“富有成效”——美国联邦航空管理局（FAA）局长Steve Dickson驾驶737 Max在华盛顿州上空飞行了90多分钟，但其维修工作依旧未能通过FAA的评估。换言之，737MAX的复飞尚未能提上日程。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608251981/0\"/><p><strong>其三，飞机质量问题层出不穷。</strong>除了王牌机型737MAX外，梦想机型787MAX也是波音的订单“扛把子”，但今年以来，787机型也屡次被发现存在质量问题。今年7月，一架美联航的787飞机短短两天内在日本机场三次迫降，三次迫降的原因均为飞机左侧襟翼发生故障；9月，知情人士透露，787长程客机的机身连接处存在两处制造缺陷。</p><p>虽然波音很快便对787系列客机的缺陷做出回应，但在737MAX的“前车之鉴”下，787屡屡被曝质量问题，一定程度会对波音客机的声誉造成影响，消费者对其信任度也将大打折扣。</p><p><strong>值得一提的是，与波音的“四面危机”形成反差，我国国产飞机屡传好消息。</strong>以我国具有自主知识产权的新型涡扇支线飞机ARJ21为例，6月底，中国商飞已成功向三大航司交付ARJ21；7月10日，ARJ21成功完成首航任务，正式投入生产。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12608252221/0\"/><p>据东航介绍，按计划，一二三航空将在今年接收3架ARJ21，2021年接收6架，2022年接收8架，到2025年前该机型的机队规模达到35架。</p><p>除了ARJ21外，国产大飞机C919也迎来了好消息。<a href=\"https://laohu8.com/S/300059\">东方财富</a>网8月初报道，现阶段，C919已正式开启多机场、多区域协同试飞，全线进入高强度、高效率、高质量的飞行试验，C919的交付已指日可待。可以说，国产飞机正不断崛起。</p><p>文 | 李银苏 题 | 凌明 图 | 饶建宁 审 | 李泽钚</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n暴跌55％，波音订单遭“腰斩”！中国国产飞机则屡获突破\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-14 15:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020101415132879730073&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。波音又有坏消息。新浪财经10月14日消息，波音公司周二（13日）表示，9月，公司交付了11架飞机，使得公司在第三季度的飞机交付数量上升至28架，但与2019年同期交付的62架相比依旧下降了55%，呈“腰斩”之势。今年迄今，波音仅交付了98架商用飞机，不足去年同期（301架）的三分之一。实际上，自两起惨痛的空难事件发生以来，波音便开始走“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020101415132879730073&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"BA":"波音"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020101415132879730073&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2075350538","content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。波音又有坏消息。新浪财经10月14日消息，波音公司周二（13日）表示，9月，公司交付了11架飞机，使得公司在第三季度的飞机交付数量上升至28架，但与2019年同期交付的62架相比依旧下降了55%，呈“腰斩”之势。今年迄今，波音仅交付了98架商用飞机，不足去年同期（301架）的三分之一。实际上，自两起惨痛的空难事件发生以来，波音便开始走“下坡路”，空难事件带来的负面影响尚未恢复，又逢疫情席卷致使全球航空业陷入低迷，在此背景下波音可谓处境艰难。目前来看，波音的困境主要体现在三大方面。其一，无订单致使财报亏损严重。空难事件后，波音的王牌客机737MAX便遭全球停飞，全球各大航司也纷纷取消了737MAX的订单，波音公布的数据显示，迄今为止，该公司已取消的737MAX机型订单总数达436架。而在疫情期间全球航空需求骤减的情况下，各航司对波音其他机型的需求也大幅减少，今年迄今，波音所有机型的取消订单达448架。商用飞机订单是波音的重要收入来源之一，在大量订单被取消的情况下，该公司的财报自然也称不上亮眼。波音7月29日公布的财报显示，该公司二季度实现营收118.07亿美元，去去年同期相比下降了25%，净亏损达23.95亿美元（约合人民币161亿元），亏损额比一季度（4.41亿美元）高出约4倍。其二，737MAX复飞艰难。作为波音的王牌客机，737MAX一直以来都是波音的最畅销机型，也因如此，737MAX遭遇停飞后，波音一直致力推进其复飞进程，期望737MAX复飞成功后，公司的“订单危机”得以缓解。9月30日的消息显示，虽然目前737MAX的试飞已“富有成效”——美国联邦航空管理局（FAA）局长Steve Dickson驾驶737 Max在华盛顿州上空飞行了90多分钟，但其维修工作依旧未能通过FAA的评估。换言之，737MAX的复飞尚未能提上日程。其三，飞机质量问题层出不穷。除了王牌机型737MAX外，梦想机型787MAX也是波音的订单“扛把子”，但今年以来，787机型也屡次被发现存在质量问题。今年7月，一架美联航的787飞机短短两天内在日本机场三次迫降，三次迫降的原因均为飞机左侧襟翼发生故障；9月，知情人士透露，787长程客机的机身连接处存在两处制造缺陷。虽然波音很快便对787系列客机的缺陷做出回应，但在737MAX的“前车之鉴”下，787屡屡被曝质量问题，一定程度会对波音客机的声誉造成影响，消费者对其信任度也将大打折扣。值得一提的是，与波音的“四面危机”形成反差，我国国产飞机屡传好消息。以我国具有自主知识产权的新型涡扇支线飞机ARJ21为例，6月底，中国商飞已成功向三大航司交付ARJ21；7月10日，ARJ21成功完成首航任务，正式投入生产。据东航介绍，按计划，一二三航空将在今年接收3架ARJ21，2021年接收6架，2022年接收8架，到2025年前该机型的机队规模达到35架。除了ARJ21外，国产大飞机C919也迎来了好消息。东方财富网8月初报道，现阶段，C919已正式开启多机场、多区域协同试飞，全线进入高强度、高效率、高质量的飞行试验，C919的交付已指日可待。可以说，国产飞机正不断崛起。文 | 李银苏 题 | 凌明 图 | 饶建宁 审 | 李泽钚","news_type":1},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974107141,"gmtCreate":1600954142783,"gmtModify":1703823127371,"author":{"id":"3545303008516803","authorId":"3545303008516803","name":"Taylor789","avatar":"https://static.tigerbbs.com/52379968908007b0c2140e029c38204e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974107141","repostId":"2069055032","repostType":2,"repost":{"id":"2069055032","pubTimestamp":1600952420,"share":"https://www.laohu8.com/m/news/2069055032?lang=&edition=full","pubTime":"2020-09-24 21:00","market":"us","language":"en","title":"Boeing: Negative Dreamliner Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=2069055032","media":"Dhierin Bechai","summary":"Boeing 787 unit decreases still look strong.Underlying profit margins, however, have been eroded.Timeframe to recoup production costs has been extended and leveraged.","content":"<html><body><div><div><div><div>Summary</div><div><p>Boeing 787 unit decreases still look strong.</p><p>Underlying profit margins, however, have been eroded.</p><p>Timeframe to recoup production costs has been extended and leveraged.</p></div></div></div><div> <p><span>It have been a very interesting time for the Boeing <span>(NYSE:BA)</span> 787 and not in a positive way.</span> A flurry of manufacturing issues was found that trace back to Boeing’s outsourcing practice for the program and demand for new jets has dried up, leaving the Boeing 787 at a vulnerable spot right at the time when the Dreamliner provided meaningful cash to navigate Boeing through the Boeing 737 MAX crisis. Recent changes to the production levels have significantly altered our expectations for the program where we can only conclude that further slips to the program will trigger multi-billion charges that will make the Boeing 737 MAX liabilities look small. In this analysis, we look at Boeing’s previous quarter performance as there have been quite some changes that have affected performance in the first half of the year and also will affect Boeing’s performance on the Dreamliner program going forward.</p> <p><img height=\"340\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-1600876126356852.jpg\" width=\"605\"/></p> <p><em>Source: KOMO News</em></p> <h2>Boeing reduces production</h2> <p>Previously, I anticipated that Boeing would be reducing production to a level of eight aircraft per month starting in Q2 due to the pandemic. However, Boeing did end up accelerating the decrease in production from late 2020 to early 2020 and from a previously anticipated level of 12 aircraft per month to 10 aircraft per month, a level that earlier was envisioned to be hit in early 2021, and instead of hitting a production level of seven aircraft per month in 2022, the troubled jet maker will now hit a level of six aircraft per month a year earlier. So, what we are seeing is that the cuts are deeper and earlier which is hardly a good sign but does fit the depressed market for new aircraft.</p>\n<div></div> <p>All of the above resulted in significant margin erosion as some of the efficiencies in the system are lost and Boeing even had to remove 100 aircraft from the accounting quantity that it uses to calculate average profits for the entire accounting block. That means that the high initial production costs are now spread over less aircraft and a set of 100 profitable aircraft has been removed from the accounting quantity. That means that the program margin is being squeezed from two sides.</p> <h2>Deferred Balance For The Boeing 787</h2> <p>According to Boeing's data, the deferred balance for the Dreamliner program topped at $28.65B in Q2 2016 and our data shows that this happened at the 431st delivery. On average, for the first 431 deliveries, each delivery was roughly $66.5 million less profitable than the average assumed profit for the accounting block.</p> <p>In the second quarter of 2016, Boeing removed two test aircraft from the accounting block and reclassified them as R&amp;D costs. As a result, the deferred balance dropped by roughly $1B. From an e-mail exchange with Boeing spokesman Doug Alder, we understood that the removal of the test aircraft from the accounting block led to the underlying assumed average profit per airframe to go up slightly, while the production costs of these aircraft were completely removed from the deferred production balance.</p> <p>The removal of the test aircraft, which were considered unsuitable for placement with customers, was a welcome de-risk. However, in order to get an accurate view of actual progress in zeroing out the deferred costs, which is the obvious target for Boeing here, it's needed to correct for the removal of the test aircraft from the accounting quantity.</p> <p>By doing so, we obtain the following graph:</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-16008763700936565.png\"/></p>\n<div></div> <p><em>Figure 1: Accumulated deferred costs per quarter (Source: AeroAnalysis International)</em></p> <p>Figure 1 shows how the sum of the deferred balance and unamortized tooling and other non-recurring costs has increased over time but has started decreasing since 2016. Figure 1 already gives a pretty good visualization, and <a href=\"https://laohu8.com/S/AONE.U\">one</a> can imagine how the trend would continue in the future. What can be seen is that the deferred balance clearly decreased for the 17th consecutive quarter. However, it’s worrisome that the curve seems to be flattening as demand for wide body jets has dried up.</p> <p>The deferred balance after 968 deliveries is $17.96B vs. $18.79B last quarter or $18.4 million per airframe compared to $19.4 million per delivered airframe in the last quarter. This marks a $831 million improvement. To make things more visible, the differences in the total deferred balance per quarter divided by the number of <strong>rolled out jets</strong> can be plotted.</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-1600876424660269.png\"/></p> <p><em>Figure 2: Boeing 787 deferred balance decrease per rolled out jet (Source: AeroAnalysis International)</em></p> <p><em>Note: Quarters with a block extension are marked purple, quarters with a block reduction are marked blue.</em></p> <p>Previously, we expressed the unit improvements in terms of delivered Dreamliner aircraft. When roll outs closely match the delivery figures that's not a problem. However, currently there exists a significant disjoint between loading and roll out figures on one hand and deliveries on the other hand. Therefore, using roll out figures are more reflective as it takes an actual roll out to burn off the deferred production balance. Figure 2 shows that the decrease in deferred balance per unit changed from minus $56.4 million per airframe in Q1 2014 to $36.1million in Q2 2020. Quarter over quarter, the deferred balance decrease per airframe improved by nearly $5.1 million per unit.</p>\n<div></div> <p>So, we are currently seeing that on<span> a unit and block level</span>, production is still very profitable. However, on a program level Boeing cannot take on a lot of headwinds anymore and that could be problematic as the company is facing crucial decisions regarding the future of the Boeing 787.</p> <p><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/9/23/9932311-16008764033999581.png\"/></p> <p><em>Figure 3: Accounting block Boeing 787 (Source: AeroAnalysis)</em></p> <p>Boeing has decreased the accounting block from 1,600 to 1,500 units. It took the company 393 deliveries to halt the rise in deferred balance. In the quarter after reaching this top, the company reclassified the costs incurred on early test frames that were later deemed unmarketable. This led to a lower deferred balance. If we add back this charge or deduct it over the entire range, which is more suitable, the actual top was at 431 deliveries with a deferred balance of $25.498B. Boeing has 532 units left to recoup the balance of $18B. Boeing still needs 24 sales to reach the 1,500 aircraft, which is the size of the accounting quantity.</p> <p>With the 525 aircraft that are yet to be delivered, Boeing needs to recoup $34.2 million per airframe on average on top of the average program margin to totally zero out the balance. Given that Boeing currently generates profits of ~36 million per airframe, the road toward zeroing out the deferred balance remains difficult, especially because the production rate is set to come down. The Boeing 787 family's discounted price label is in the $135 million range, which means that Boeing will need profit margins north of 20% on top of average assumed margins for the balance to zero out completely. Given that Boeing's best-selling wide-body jet, which operated in an almost unrivaled market space, the Boeing 777, has margins of 30%, the task at hand for BA seems to be doable but there's extremely little margin for any further slips.</p>\n<div></div> <h2>Conclusion</h2> <p>In Q2, the deferred production balance per unit increased sequentially and that itself seems to be a sign that the unit costs despite lower production rates are still strong. However, it should be noted that production rate decreases have been accelerated while the reduced production rates mean that it will take Boeing longer to burn off the balance. Overall, while the unit figures do not show it (yet), the space to reduce the deferred production balance to zero has become significantly tighter for Boeing due to the combination of accounting block contraction and potential losses of gains in the production system due to lower production volumes.</p> <span></span><span marketing_unit=\"X_5\"><p><strong>*Join The Aerospace Forum today and get a 15% discount*<img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/5/4/9932311-158864634703.png\"/></strong><span>The Aerospace Forum is the most subscribed-to service focusing on investments in the aerospace sphere, but we also share our holdings and trades outside of the aerospace industry</span>. <span>As a member, you will receive high-grade analysis to gain better understanding of the industry and make more rewarding investment decisions.</span></p>\n</span><p><b>Disclosure:</b> <span>I am/we are long BA, EADSF.</span> <span>I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.</span></p></div><div><div></div><span><svg height=\"16\" viewbox=\"5.799999713897705 7.799999237060547 20.30000114440918 16.39999771118164\" width=\"16\"><path d=\"M26.1 9.7c-.7.3-1.5.6-2.4.7.9-.5 1.5-1.3 1.8-2.3-.8.5-1.7.8-2.6 1-.8-.8-1.8-1.3-3-1.3-2.3 0-4.1 1.9-4.1 4.1 0 .3 0 .6.1.9-3.4-.2-6.5-1.8-8.5-4.3-.4.7-.7 1.4-.7 2.1 0 1.4.7 2.7 1.8 3.4-.7 0-1.3-.2-1.9-.5v.1c0 2 1.4 3.7 3.3 4.1-.3.1-.7.1-1.1.1-.3 0-.5 0-.8-.1.5 1.6 2.1 2.8 3.9 2.9-1.4 1.1-3.2 1.8-5.1 1.8-.3 0-.7 0-1-.1 1.8 1.2 4 1.9 6.4 1.9 7.6 0 11.8-6.3 11.8-11.8v-.5c.8-.6 1.5-1.3 2.1-2.2zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"18\" viewbox=\"11.000001907348633 6.799999713897705 9.999998092651367 18.600000381469727\" width=\"10\"><path d=\"M20.6 6.8h-2.4c-2.7 0-4.4 1.8-4.4 4.6v2.1h-2.4c-.2 0-.4.2-.4.4v3c0 .2.2.4.4.4h2.4V25c0 .2.2.4.4.4h3.1c.2 0 .4-.2.4-.4v-7.7h2.8c.2 0 .4-.2.4-.4v-3c0-.1 0-.2-.1-.3-.1-.1-.2-.1-.3-.1h-2.8v-1.8c0-.9.2-1.3 1.3-1.3h1.6c.2 0 .4-.2.4-.4V7.1c0-.2-.2-.3-.4-.3zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"16\" viewbox=\"6.200000286102295 6.699999809265137 19.5 18.700000762939453\" width=\"14\"><path d=\"M25.7 18.2v7.2h-4.2v-6.7c0-1.7-.6-2.8-2.1-2.8-1.2 0-1.8.8-2.1 1.5-.1.3-.1.6-.1 1v7H13s.1-11.4 0-12.6h4.2v1.8c.6-.9 1.5-2.1 3.8-2.1 2.7 0 4.7 1.8 4.7 5.7zM8.6 6.7c-1.4 0-2.4.9-2.4 2.2 0 1.2.9 2.2 2.3 2.2 1.5 0 2.4-1 2.4-2.2 0-1.2-.8-2.2-2.3-2.2zM6.5 25.4h4.2V12.8H6.5v12.6zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"14\" viewbox=\"4.5 6.499999523162842 22.900001525878906 18.999998092651367\" width=\"18\"><path d=\"M20.9 16.9c.1.2.1.3.1.5 0 .3-.1.6-.3.9-.2.2-.4.4-.7.5-.1 0-.3.1-.4.1-.3 0-.7-.1-.9-.3-.3-.2-.5-.5-.5-.8v-.3c0-.3.1-.6.3-.8.2-.2.4-.4.7-.5.2-.1.3-.1.5-.1.3 0 .6.1.8.3.1 0 .3.2.4.5zm-.9 3.7c-.1-.1-.3-.1-.4-.1-.1 0-.2 0-.3.1-1 .6-2.2.9-3.4.9-.9 0-1.8-.2-2.6-.6-.1 0-.3-.2-.4-.3-.1 0-.2-.1-.2-.1-.1 0-.2-.1-.3-.1-.1 0-.2 0-.3.1-.1.1-.2.1-.3.3-.1.1-.1.3-.1.4 0 .1 0 .2.1.4.1.1.1.2.3.3 1.1.8 2.5 1.1 3.8 1.1 1.2 0 2.4-.3 3.5-.8.1-.1.3-.2.5-.3.1-.1.2-.1.3-.2.1-.1.1-.2.2-.3v-.2c0-.1 0-.2-.1-.3l-.3-.3zm-8-1.9c.2.1.3.1.5.1.4 0 .7-.2 1-.4.3-.2.5-.6.5-1v-.1c0-.4-.2-.7-.5-1-.3-.2-.6-.4-1-.4h-.3c-.5.1-.9.5-1.1 1 0 .1-.1.3-.1.4 0 .3.1.6.3.9.2.3.4.4.7.5zm15.4-3.6v.2c0 .6-.2 1.1-.5 1.5-.3.4-.7.8-1.1 1v.7c0 1.2-.4 2.4-1.1 3.3-1.3 1.8-3.4 2.8-5.4 3.3-1.1.3-2.2.4-3.4.4-1.7 0-3.4-.3-4.9-.9-1.6-.7-3.2-1.7-4.1-3.3-.5-.8-.8-1.8-.8-2.8v-.7c-.4-.2-.8-.6-1.1-1-.3-.4-.5-1-.5-1.5 0-.8.3-1.5.8-2s1.2-.9 2-.9h.2c.4 0 .8.1 1.1.2.3.1.6.3.9.5.1 0 .2-.1.3-.1 1.7-1 3.6-1.4 5.4-1.5 0-.9.1-1.9.6-2.7.4-.7 1-1.3 1.8-1.4.3-.1.6-.1.9-.1.8 0 1.6.2 2.3.5.3-.5.8-.9 1.3-1.1.3-.1.7-.2 1-.2.4 0 .7.1 1.1.2.5.2.9.5 1.2 1 .4.4.6.9.6 1.5v.3c-.1.7-.4 1.3-.9 1.7-.5.4-1.1.7-1.8.7H23c-.6 0-1.3-.4-1.7-.8-.4-.5-.7-1.1-.7-1.8v-.1c-.6-.3-1.3-.5-1.9-.5h-.3c-.5 0-.9.4-1.1.8-.3.6-.4 1.4-.4 2.1 1.8.1 3.7.6 5.3 1.5 0 0 .1 0 .1.1.1-.1.2-.2.4-.3.5-.3 1.1-.5 1.7-.5.3 0 .5 0 .8.1.6.2 1.1.5 1.5 1 .4.4.7 1 .7 1.6zm-5.4-6s0 .1 0 0c0 .4.2.7.4.9.2.2.5.4.8.4h.1c.3 0 .6-.1.9-.4.2-.2.4-.5.4-.8v-.1c0-.3-.2-.6-.4-.9-.2-.2-.6-.4-.9-.4H23c-.3.1-.5.2-.7.4-.2.4-.3.6-.3.9zm-13.6 5c-.2-.1-.5-.2-.8-.2h-.1c-.4 0-.7.2-1 .4-.3.3-.5.6-.5 1v.1c0 .2.1.5.2.7.1.2.2.3.3.4.5-1 1.2-1.8 1.9-2.4zm16.1 4.5c0-.8-.3-1.7-.8-2.3-1-1.3-2.4-2.2-4-2.7-.3-.1-.6-.2-.9-.2-.9-.3-1.9-.4-2.8-.4-1.2 0-2.5.2-3.7.6-1.5.5-3 1.4-4 2.7-.5.7-.8 1.5-.8 2.3 0 .3 0 .6.1.9.2.7.5 1.3 1 1.8.4.5 1 1 1.6 1.3.1.1.3.2.4.2 1.7.9 3.6 1.3 5.4 1.3h1c1.9-.2 3.8-.7 5.4-1.9.5-.4.9-.8 1.3-1.3s.6-1.1.7-1.7c0-.2.1-.4.1-.6zm1.5-3.3c0-.2 0-.4-.1-.6-.1-.3-.3-.5-.6-.6-.3-.1-.6-.2-.8-.2-.3 0-.5.1-.8.2.8.7 1.4 1.4 1.8 2.4.1-.1.3-.3.3-.4.1-.3.2-.6.2-.8zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"10\" viewbox=\"4.699999809265137 8.300000190734863 22.599998474121094 15.40000057220459\" width=\"16\"><path d=\"M4.7 8.3v2.5L16 17l11.3-6.1V8.3H4.7zm0 3.7v11.7h22.6V12L16 18.1 4.7 12z\" fill=\"#FFFFFF\"></path></svg><svg height=\"14\" viewbox=\"87.43199920654297 227.56399536132812 422.6809997558594 382.7259826660156\" width=\"20\"><g><g><rect fill=\"none\" height=\"42.929\" width=\"42.929\" x=\"421.615\" y=\"375.172\"></rect><g><rect fill=\"none\" height=\"42.929\" width=\"42.929\" x=\"421.615\" y=\"375.172\"></rect><path d=\"M87.432,332.244v193.283h85.424v84.763h251.855v-84.763h85.402V332.244H87.432z M383.309,568.021H214.237 v-105.67h169.072V568.021z M464.543,418.101h-42.929v-42.929h42.929V418.101z\" fill=\"#FFFFFF\"></path></g></g><rect fill=\"#FFFFFF\" height=\"84.536\" width=\"253.609\" x=\"175.93\" y=\"227.564\"></rect></g></svg></span></div></div></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing: Negative Dreamliner Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-24 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4375970-boeing-negative-dreamliner-prospects><strong>Dhierin Bechai</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBoeing 787 unit decreases still look strong.Underlying profit margins, however, have been eroded.Timeframe to recoup production costs has been extended and leveraged. It have been a very ...</p>\n\n<a href=\"https://seekingalpha.com/article/4375970-boeing-negative-dreamliner-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://seekingalpha.com/article/4375970-boeing-negative-dreamliner-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2069055032","content_text":"SummaryBoeing 787 unit decreases still look strong.Underlying profit margins, however, have been eroded.Timeframe to recoup production costs has been extended and leveraged. It have been a very interesting time for the Boeing (NYSE:BA) 787 and not in a positive way. A flurry of manufacturing issues was found that trace back to Boeing’s outsourcing practice for the program and demand for new jets has dried up, leaving the Boeing 787 at a vulnerable spot right at the time when the Dreamliner provided meaningful cash to navigate Boeing through the Boeing 737 MAX crisis. Recent changes to the production levels have significantly altered our expectations for the program where we can only conclude that further slips to the program will trigger multi-billion charges that will make the Boeing 737 MAX liabilities look small. In this analysis, we look at Boeing’s previous quarter performance as there have been quite some changes that have affected performance in the first half of the year and also will affect Boeing’s performance on the Dreamliner program going forward.  Source: KOMO News Boeing reduces production Previously, I anticipated that Boeing would be reducing production to a level of eight aircraft per month starting in Q2 due to the pandemic. However, Boeing did end up accelerating the decrease in production from late 2020 to early 2020 and from a previously anticipated level of 12 aircraft per month to 10 aircraft per month, a level that earlier was envisioned to be hit in early 2021, and instead of hitting a production level of seven aircraft per month in 2022, the troubled jet maker will now hit a level of six aircraft per month a year earlier. So, what we are seeing is that the cuts are deeper and earlier which is hardly a good sign but does fit the depressed market for new aircraft.\n All of the above resulted in significant margin erosion as some of the efficiencies in the system are lost and Boeing even had to remove 100 aircraft from the accounting quantity that it uses to calculate average profits for the entire accounting block. That means that the high initial production costs are now spread over less aircraft and a set of 100 profitable aircraft has been removed from the accounting quantity. That means that the program margin is being squeezed from two sides. Deferred Balance For The Boeing 787 According to Boeing's data, the deferred balance for the Dreamliner program topped at $28.65B in Q2 2016 and our data shows that this happened at the 431st delivery. On average, for the first 431 deliveries, each delivery was roughly $66.5 million less profitable than the average assumed profit for the accounting block. In the second quarter of 2016, Boeing removed two test aircraft from the accounting block and reclassified them as R&D costs. As a result, the deferred balance dropped by roughly $1B. From an e-mail exchange with Boeing spokesman Doug Alder, we understood that the removal of the test aircraft from the accounting block led to the underlying assumed average profit per airframe to go up slightly, while the production costs of these aircraft were completely removed from the deferred production balance. The removal of the test aircraft, which were considered unsuitable for placement with customers, was a welcome de-risk. However, in order to get an accurate view of actual progress in zeroing out the deferred costs, which is the obvious target for Boeing here, it's needed to correct for the removal of the test aircraft from the accounting quantity. By doing so, we obtain the following graph: \n Figure 1: Accumulated deferred costs per quarter (Source: AeroAnalysis International) Figure 1 shows how the sum of the deferred balance and unamortized tooling and other non-recurring costs has increased over time but has started decreasing since 2016. Figure 1 already gives a pretty good visualization, and one can imagine how the trend would continue in the future. What can be seen is that the deferred balance clearly decreased for the 17th consecutive quarter. However, it’s worrisome that the curve seems to be flattening as demand for wide body jets has dried up. The deferred balance after 968 deliveries is $17.96B vs. $18.79B last quarter or $18.4 million per airframe compared to $19.4 million per delivered airframe in the last quarter. This marks a $831 million improvement. To make things more visible, the differences in the total deferred balance per quarter divided by the number of rolled out jets can be plotted.  Figure 2: Boeing 787 deferred balance decrease per rolled out jet (Source: AeroAnalysis International) Note: Quarters with a block extension are marked purple, quarters with a block reduction are marked blue. Previously, we expressed the unit improvements in terms of delivered Dreamliner aircraft. When roll outs closely match the delivery figures that's not a problem. However, currently there exists a significant disjoint between loading and roll out figures on one hand and deliveries on the other hand. Therefore, using roll out figures are more reflective as it takes an actual roll out to burn off the deferred production balance. Figure 2 shows that the decrease in deferred balance per unit changed from minus $56.4 million per airframe in Q1 2014 to $36.1million in Q2 2020. Quarter over quarter, the deferred balance decrease per airframe improved by nearly $5.1 million per unit.\n So, we are currently seeing that on a unit and block level, production is still very profitable. However, on a program level Boeing cannot take on a lot of headwinds anymore and that could be problematic as the company is facing crucial decisions regarding the future of the Boeing 787.  Figure 3: Accounting block Boeing 787 (Source: AeroAnalysis) Boeing has decreased the accounting block from 1,600 to 1,500 units. It took the company 393 deliveries to halt the rise in deferred balance. In the quarter after reaching this top, the company reclassified the costs incurred on early test frames that were later deemed unmarketable. This led to a lower deferred balance. If we add back this charge or deduct it over the entire range, which is more suitable, the actual top was at 431 deliveries with a deferred balance of $25.498B. Boeing has 532 units left to recoup the balance of $18B. Boeing still needs 24 sales to reach the 1,500 aircraft, which is the size of the accounting quantity. With the 525 aircraft that are yet to be delivered, Boeing needs to recoup $34.2 million per airframe on average on top of the average program margin to totally zero out the balance. Given that Boeing currently generates profits of ~36 million per airframe, the road toward zeroing out the deferred balance remains difficult, especially because the production rate is set to come down. The Boeing 787 family's discounted price label is in the $135 million range, which means that Boeing will need profit margins north of 20% on top of average assumed margins for the balance to zero out completely. Given that Boeing's best-selling wide-body jet, which operated in an almost unrivaled market space, the Boeing 777, has margins of 30%, the task at hand for BA seems to be doable but there's extremely little margin for any further slips.\n Conclusion In Q2, the deferred production balance per unit increased sequentially and that itself seems to be a sign that the unit costs despite lower production rates are still strong. However, it should be noted that production rate decreases have been accelerated while the reduced production rates mean that it will take Boeing longer to burn off the balance. Overall, while the unit figures do not show it (yet), the space to reduce the deferred production balance to zero has become significantly tighter for Boeing due to the combination of accounting block contraction and potential losses of gains in the production system due to lower production volumes. *Join The Aerospace Forum today and get a 15% discount*The Aerospace Forum is the most subscribed-to service focusing on investments in the aerospace sphere, but we also share our holdings and trades outside of the aerospace industry. As a member, you will receive high-grade analysis to gain better understanding of the industry and make more rewarding investment decisions.\nDisclosure: I am/we are long BA, EADSF. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}