【出版时间及名称】：2009年12月全球航天军工行业研究报告
        【作者】：汇丰银行
        【文件格式】：PDF
        【页数】：126
        【目录或简介】：
OEM – Demand Side 7
Airlines’ access to capital 16
Conclusion 17
OEM – Supply Side 18
The global duopoly 18
Boeing & Airbus backlog analysis 20
Conserving the cash: out flows through 2011e 25
HSBC fleet capacity model 26
Excess capacity – something’s got to give 26
Base case (above) 27
Aftermarket & Suppliers 29
Sentiment likely to improve with traffic 29
Suppliers’ business model 30
RSPs – a shift in power? 32
Company profiles 33
The Boeing Company 34
EADS 51
Safran 67
Rolls-Royce 82
Meggitt 97
MTU Aero Engines 102
Zodiac 108
Disclosure appendix 120
Disclaimer 123
We acknowledge the contribution of Mansi Varma in
researching and preparation of this report.
Contents