波音是时候反思安全成本了

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波音是时候反思安全成本了

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全景视野)

5月23日,海南航空表示已正式向波音提出索赔,要求波音737MAX飞机长期停飞,并且无法按时交付订单。此前,包括中国东方航空,中国国际航空,中国南方航空,厦门航空,山东航空和深圳航空在内的六家航空公司已提出索赔。在全球范围内,中国只是737MAX的客户之一。

波音公司的麻烦才刚刚开始,因为各种各样的说法都是一波又一波。所有这一切都源于3月10日埃塞俄比亚航空公司的一架波音737MAX8飞机坠毁,以及去年10月底一架马来西亚飞机坠毁在同一架飞机上。在经过一段时间后不到五个月,空难将不可避免地导致接地,并且不可避免地引发索赔。

一些专家预测,这将是近几十年来最大的索赔领域。可以清楚地预见到波音这次遇到的“冷流”有点大,甚至过去“飞行”的能力也是一个问题。这不是波音第一次被烧毁,距离它不远。 2013年初,被称为“梦幻客机”的波音787在10天内连续七次发生安全事故,并受到禁飞线的惩罚。

事故,索赔和处罚只是波音损失的一部分。由于安全事件将直接给企业带来信誉损失,特别是在信息传播发达时,影响更大,而股市是最明显的晴雨表。此次事故以来,波音公司的股价已从之前的每股420.13美元下跌至每股最低337美元,跌幅接近20%。

Previously, the Boeing 737MAX was the main force for the Boeing family to make money. According to Boeing's financial report, last year Boeing delivered a total of 256 737MAX models, which is the best model for Boeing. The 737MAX series produces 57 aircraft per month, generating more than $30 billion in revenue each year for Boeing, accounting for half of Boeing's commercial aircraft business.

Therefore, Boeing’s attack this time is unprecedented. Boeing is not facing a broken arm lifesaving, it is likely to be an amputation. It is not uncommon to know that it is a case of directly burying a company because of a security incident. Far from saying, because the problem of expired vaccines has been delisted, stopped production, filed for investigation, and Changchun Changsheng, a fine of 9.1 billion yuan, is a clear case of the remaining temperature.

Combined with the lessons of Boeing, it is necessary to revisit the cost of security. The cost of safety is all the expenses that the company pays in order to ensure a certain level of safety, as well as all losses caused by safety accidents. Among the two major costs, the former is controllable and the latter is uncontrollable. Security economics believes that although the driving of economic interests is the driving force of social development, it is also one of the important causes of accidents. Therefore, safety has both the function of gain and impairment.

The aircraft was once considered to be the safest vehicle. However, in recent years, we have seen air crashes from time to time. Instead, high-speed rail, including ordinary trains, have rarely occurred. This may not be the case for airlines and aircraft manufacturers, but it is a good fortune in the face of short-term gains, especially now, on a global scale, only in the industry pattern of Airbus and Boeing.

In the wake of the air crash, the US media has traced the source and found that the US Federal Aviation Administration has authorized Boeing to undertake the certification of the safety of its own passenger aircraft. The large-scale safety assessment of the 737MAX series is Boeing's own work, and in order to catch up with the progress, the engineers doubled. Submit the drawings at speed. In other words, this is to let Boeing monitor itself, and it is a matter of time.

xx如果737MAX是认证过程中的一个漏洞,不仅仅是波音公司,恐怕连美国联邦航空管理局都无法逃脱。血液的教训一次又一次地告诉我们,安全利益是经济效率最重要的部分。只看即时订单和利润通常是一个重大风险的开始。近年来,波音表现良好,股价一直在上涨。一方面,存在频繁的安全问题。一方面,好处不断上升。这种不协调的逆转状态本质上是隐藏和危险的,只是在等待重大爆发。

值得一提的是,法国飞行员受害者家属已向波音公司提起诉讼,要求赔偿至少2.76亿美元,因为2018年波音公司的毛利润为1010亿美元,而当天则为2.76亿美元。毛利。这当然是一个天文数字,但生活面前的钱是什么?这个翼的波音,最反光的是:如果你能回来,你愿意花钱安全吗?

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