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Simla Wealth Management:Boeing Beacon Liantian

Admin88 2024-10-27 35 0

Boeing Beacon Liantian

The problem of Boeing is quite difficult to return.Its 20 -year outsourcing strategy is making Boeing more and more difficult to control the quality system.People even doubt whether Boeing has abandoned the pursuit of "life safety first".

Aviation giant Boeing, which was known for technology and security, made people more and more unreasonable.In the beginning of 2024, in just one month, Boeing had a serious accident from the cabin to fire from the cabin to the engine.

This is the worst crisis of trust since the establishment of Boeing because of the air crash, but for several years.Simla Wealth Management

In less than five months in less than five months, two crashed accidents occurred in a row of Boeing 737 MAX 8 aircraft, causing a total of 346 people to die.The survey report proves that the two crashing accidents are related to Boeing under the pressure of cost and price war, hiding systems instructions and design hidden dangers.

After an air crash accident, Boeing, which should have been completely scraped, and encountered a three -year cycle of the downturn in the aviation industry, and its stock price and reputation continued to fall into the lost.Beginning in 2023, following the recovery of the industry, Boeing began to open the situation again, but the recent continuous security accidents pulled the giant back to the quagmire again -in just one month, Boeing's stock price has evaporated more than 30%.

▲ (In the past year, Boeing's stock price trend chart. Source/same flowers)

Especially according to recent media surveys, the problem of Boeing is quite difficult to return.Its 20 -year outsourcing strategy is making Boeing more and more difficult to control the quality system.

01. Five consecutive accidents

On January 5th, a total of 177 passengers and crew members were contained on an Alaska Airlines Boeing 737 MAX 9 passenger plane.When the plane just took off and climbed to a height of nearly 5,000 meters, a closed cabin door in the left behind suddenly dropped.After losing the door, the inside of the cabin was abandonedNew Delhi Stock Exchange. A little boy's shirt and several passengers' mobile phones were sucked out of the cabin, and the oxygen mask was all opened.

▲ (Alaska Aviation Curring Door's involved in Boeing Aircraft)

Fortunately, the aircraft has not yet entered the flat flow, and there is no passenger on the seat beside the door.The pilot immediately returned to flight without causing casualties.The Federal Aviation Administration (FAA) announced that it has stopped all 171 planes equipped with 737 MAX 9 equipped with the same class door.

The airplane door can fall in flight, which happened very little in the history of aviation.According to data, the aircraft was just delivered in November 2023, and the number of flights was small, and the accident was not caused by "depreciation".

Three days later, the cabin door that fell off in the air was found.The investigators were found to be found after the accidental aircraft and the door plugs. The 4 bolts that should be fixed to the door should be disappeared.同时,美联航和阿拉斯加航空也提到,在他们旗下的部分波音737 MAX 9型客机上,也发现了螺栓松动的情况——更有媒体报道披露,这些螺栓在出厂检验时,很可能干脆It was not twisted.

▲ (On January 8, the aircraft cabin door was discovered in Portland, Oregon)

A few days after the incident, the FAA director Mike Whitekel said that the supervision of Boeing has obviously did not work in the past few years."All signs show that this Alaska Airlines accident is caused by production problems, not design defects."

After the cabin door was found, Boeing CEO David Calkhne published a public apology.He said that Boeing needs to "recognize errors" and cooperate with regulators to ensure that this situation "never happen again."

Boeing CEO's apology did not stop Boeing's nightmare.On January 10th, at the Incheon Airport in South Korea, when the Boeing 737 aircraft under South Korea's Dawi Airlines was preparing to land, the right -wing engine suddenly caught fire.Although the accident did not cause casualties, it was later confirmed that the birds were sucked into the engine.However, in the history of aviation, the "bird collision" incident is not uncommon, and the bird crash will cause the engine to fire, and it is still difficult to be completely lifted in the security of Boeing's security.

On January 13, a Boeing 737 aircraft from Japan ’s all -day airlines took off from Hokkaido New Chitose Airport.During the flight, the cockpit glass suddenly cracks, and the flight returned.

On January 14th, at the Ohel International Airport in Chicago, USA, a Boeing 777 aircraft collided with another Boeing 717 when taking off and slipping.The accident did not cause casualties, and it was unclear whether it was related to Boeing's manufacturing defects.

The continuous security accidents made Boeing's stock price fluctuate sharply.On January 8, Boeing US stocks fell more than 8%, which has continued to decline recently.As of press time, Boeing's stock price was compared to the highest $ 267.54 per share at the end of December 2023, and in just one month, it had fallen by nearly 30%.

02Bangalore Investment. The disaster of subcontracting

Safety accidents are frequent, what exactly happened in Boeing?Are these accidents occasionally or Shen Yan for a long time?Recently, the quality of more and more Boeing aircraft has begun to question -including improper drilling, loose drilling bolts, and the problem of door plug bolts that have just passed.

As the core supplier of global civil aviation passenger aircraft, Boeing's security is related to the safety of countless people.Focusing on the problem of navigation of Boeing, the media has recently conducted investigations and inquiries, and the conclusions point to the "supplier subcontracting" policy of Boeing for many years.

According to media reports, before the Alaska Air cabin door came off on January 5, there was a large number of concerns about the safety manufacturing of aircraft.Like many American manufacturers, although Boeing has the final assembly work, in recent years, it has selected more and more components of its complex machines.

The core purpose of Boeing is naturally to maximize the company's profit.But some aviation experts warned Boeing, which will bring a series of hidden safety hazards.

▲ (On January 25, Boeing CEO CEO Dave Calkhne was interrogated by the Senate in Congress)

Since 2001, a Boeing Airlines engineer has published a research report that has caused heated discussions at the company's internal technical seminar.He warned his colleagues: If the Boeing is over outsourcing, then "the lowest level of the level of the supplier will determine the safety limit of Boeing."

Media survey shows that the United States is inevitable that the Boeing 737 MAX models have 70%of the body structure of Boeing 737 MAX models.The two air crash incidents in 2018 and 2019 led to the groundbreaking of the 737 MAX models and the impact of the three -year cycle, which is bound to be tight. The company cuts thousands of jobs.

According to reports, in recent years, in order to control the cost, some parts are bound to subcontract some parts to other manufacturers.In the past three years, the decentralized manufacturing supply chain has faced a severe test.Many factories have insufficient hands, chaotic transportation, suspension of travel, flight flights, and the industry's demand rebound.

Some employees complained that Boeing has been commonplace for hidden dangers.Based on the speed of production of two fuselage daily, there are up to 10 million holes filled with bolts, fasteners, and rivets in one month.The relevant person in charge of it is bound to also acknowledge that the problem of quality control may be caused by the fast -paced work pressure faced by employees.

In addition, according to the investigation, it is bound to be suspected of intentionally concealing quality control issues, and even encourages employees to miss the defects of the finished product, and at the same time, the employees who have questioned the question were retaliated.

Faced with heavy problems, Boeing has considered solving the problem with the acquisition method.The Boeing executives once prepared to transfer important components including the fuselage back to the internal.But in the end, Boeing CEO Karkhorn rejected the inevitable proposal.

For more than ten years, because of the continuous low price requirements of Boeing, it has also made it more vigorous.According to reports, both employees and management are extremely anxious, which has led to a factory with a heavy problem: workers hurriedly chased production indicators, and more and more aircraft were delivered with omissions.

03. Boeing has already changed taste

However, it is not fair to throw all the Boeing pot onto the "subcontract" head.Today, manufacturing giants have all been integrated into the global industrial chain, and subcontracting has long become part of the daily work of the giant.In the final analysis, the guarantee of the ultimate quality is guided by "ideas" and "standards".

Although Boeing is still the head company of civil aviation manufacturing, it has long changed its taste.

Since 1997, Boeing has acquired the US opponent Mai Dao and monopolized more than 60 % of the world's passenger aircraft market for US $ 13.3 billion, and many people have believed that Boeing engineer culture has begun to taste.Boeing is constantly exposed to focusing on profits and stock prices, contaminating the evil habit of "seeing all money".

According to local media reports, Boeing's previous aircraft produced about 15 quality inspectors, and later reduced to only one quality inspector in each class.

Around 2018, in the context of the continuous rise in fuel prices, Airbus launched A320NEO to help airlines significantly reduce costs and also put great pressure on Boeing.In order to compete with Airbus, the Boeing 737 series aircraft was replaced with new engines with higher fuel efficiencyHyderabad Wealth Management. The 737 MAX was born.However, because the 737's landing gear is too short, the engine can only move forward at the position of the wing, which causes a bigger torque to make the aircraft easier to stall.

In order to reduce costs, the solution that "genius" Boeing came up with is: designing a flat system "MCAS" for the MAX model to automatically bow its head, when receiving an error signal, let the aircraft dive down.

According to public reports at the time, in order to convince each airline to believe that the cost of 737max was lower than the competitors, Boeing deliberately concealed the flat system in the flight manual, and the potential risks of its dived land -most airlines and most airlines and their diveThe pilot did not know about it.

This fatal defect directly caused two air crash that killed 346 people in 2018 and 2019, and Boeing 737 MAX.The two planes were repeatedly activated MCAS under artificial operation.The flight crew cannot effectively identify the positioning failure and take measures, which eventually led to the crash of the aircraft.

▲ (October 30, 2018, Indonesian Lion Airlines, which contain 189 people crashed into the sea)

After Boeing, some media stated that the method of calming the Boeing chosen is "public relations lobbying" and "shaking the pot".According to the "leverage" report on the survey website, in the first three quarters of 2023, the public relations costs used by Boeing for lobbying have reached 10.6 million US dollars, covering multiple departments such as the White House, the State Council, and the Ministry of Defense.

To some extent, these efforts gradually settled the negative impact of two major air crash.In terms of security testing, Boeing was awarded the privilege of "being athletes and referees" by the regulatory authorities.According to the Associated Press, in order to save funds, the US Federal Aviation Administration simply "outsourced" the safety testing of the regulatory authorities to Boeing and other aircraft manufacturers.

During the January Boeing consecutive crisis, under the "mediation" of money, on January 18, Indian Low Airlines AKASA Airlines continued to order 150 Boeing planes, including 737 MAX 10 and 737 MAX8-200.Order.

In addition, the measures and determinations that can really be convincing, to ensure the safe flight of the aircraft, and the cost to pay behind it are still in the lost.

(Author | Li Yuan, Edit | Dong Yuqing)


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