Core Insights - Cathay Pacific Group and Airbus announced a joint investment agreement to invest up to $70 million (approximately HKD 545 million) to promote the development of Sustainable Aviation Fuel (SAF) in Asia and globally [1] Group 1: Investment Agreement - The agreement aims to identify, assess, and invest in commercially viable, technologically mature, and long-term supply potential SAF projects, targeting increased SAF production capacity by 2030 and beyond [1] - The collaboration will also advocate for policy development to enhance the supply and demand of SAF in Asia, leveraging the region's strong potential in raw material supply, production capacity, and aviation market [1] Group 2: Complementary Initiatives - Last month, Cathay became one of the founding investors in the Breakthrough Energy Ventures (BEV) Sustainable Aviation Fuel Fund, initiated by the oneworld alliance and Bill Gates' climate investment organization [1] - This fund focuses on next-generation sustainable aviation fuel technologies with large-scale potential and cost-effectiveness, complementing the partnership with Airbus that focuses on mature SAF projects to accelerate short- to medium-term supply [1]

Core Insights - Cathay Pacific Group and Airbus have signed a joint investment agreement to invest up to $70 million (approximately HKD 545 million) to promote the development of Sustainable Aviation Fuel (SAF) in Asia and globally [1][3] - The collaboration aims to identify, assess, and invest in commercially viable SAF projects with technological maturity and long-term supply potential, targeting increased SAF production capacity by 2030 and beyond [1][3] Group 1: Investment and Collaboration - The partnership reflects a commitment to enhancing SAF production capacity and achieving carbon reduction goals in the aviation industry [3] - Cathay Pacific's President of Operations and Service, Ronald Lam, emphasized that SAF is crucial for the airline's and the industry's decarbonization efforts, aligning with their strategy to scale up SAF production in the short term [3][5] - Airbus's Asia-Pacific President, Anand Stanley, highlighted the need for unprecedented cross-sector collaboration to produce and distribute affordable SAF globally [3] Group 2: Sustainable Development Initiatives - Cathay Pacific has been a pioneer in sustainability, voluntarily reporting carbon emissions since 1996 and being the first major airline in Asia to allow passengers to offset carbon emissions in 2007 [4] - The airline has engaged in various initiatives, including investing in SAF production facilities and being the first to use SAF on new aircraft deliveries in France [4] - In 2023, Cathay Pacific became one of the founding investors in the "OneWorld - Breakthrough Energy Ventures Sustainable Aviation Fuel Fund," focusing on next-generation SAF technologies with large-scale potential [5] Group 3: Future Goals and Strategies - Cathay Pacific aims to increase SAF usage to 10% of total fuel consumption by 2030, recognizing the challenges of transitioning to more sustainable energy sources [5] - The airline promotes a "co-create a sustainable future" philosophy, urging stakeholders to unite towards this important goal [5] - The collaboration with Airbus will focus on mature SAF technologies to accelerate supply in the medium to short term [5]

空中客车首席执行官傅里表示，天津的第二条生产线加入空客的全球生产体系，能为空客提供必要的灵 活性和产能，有助于企业实现2027年月产75架A320系列飞机的目标。 空中客车天津总装线于2008年投入运营，是空中客车在欧洲以外的首条民用飞机生产线。截至目前，这 座设施已经总装并交付780余架A320系列飞机，成为中欧合作的成功典范。此次拓展天津工业设施，体 现了空中客车对蓬勃发展的中国航空市场和强韧而稳固的中国供应链充满信心。 （文章来源：央视新闻） 记者今天从空客了解到，空客天津总装厂第二条A320系列飞机总装线今天正式启用。目前总装首架飞 机的准备工作正在进行之中，全新设施预计将于2026年初全面投入运营。 这条先进的生产线采用了空中客车最新的科技与工艺，将以公司在全球范围内的最高标准生产飞机。此 外，全新设施还利用了可再生电力、中水和地热能，以支持可持续发展路线图，减少环境足迹。 随着这条新生产线的加入，空中客车预计在中国的产能将实现翻番，并在全球范围内建成由10条总装线 组成的生产网络，其中4条位于德国汉堡、2条位于法国图卢兹、2条位于美国莫比尔、2条位于中国天 津。 ...

Core Viewpoint - Airbus has opened a second assembly line in China to enhance its manufacturing capacity for the A320neo family of single-aisle jets [1] Company Summary - The new assembly line signifies Airbus's commitment to increasing production capabilities in response to demand for its A320neo aircraft [1] Industry Summary - The expansion of manufacturing capacity in China reflects the growing importance of the Chinese market for aircraft manufacturers, particularly for single-aisle jets [1]

Core Viewpoint - The meeting between China's Minister of Commerce Wang Wentao and Airbus CEO Guillaume Faury highlights the strengthening cooperation between Airbus and China, particularly in light of the expansion of the Chinese market and the establishment of a new A320 assembly line in Tianjin [1][3]. Group 1: Market Expansion - China has become the world's second-largest consumer and import market, indicating significant growth potential for foreign companies like Airbus [3]. - The Chinese government is committed to advancing modernization and developing new productive forces, which will create ample opportunities for foreign investment [3]. Group 2: Cooperation and Development - Airbus is encouraged to leverage the new A320 assembly line in Tianjin as a means to enhance its collaboration with China and provide high-quality aviation products and services [3]. - Airbus expresses confidence in the development of China's economy and civil aviation industry, viewing the new assembly line as a favorable condition for deepening cooperation [5]. Group 3: Global Economic Context - The current global economic environment is characterized by fragmentation, unilateralism, and protectionism, which pose challenges to international trade and economic order [5]. - The Chinese side aims to utilize the foreign investment enterprise roundtable to address issues faced by Airbus in its operations in China, thereby contributing to the stability of global supply chains [5].

Core Insights - The meeting between China's Minister of Commerce Wang Wentao and Airbus CEO Guillaume Faury focused on enhancing cooperation between Airbus and China, particularly in light of the expansion of the Chinese market [1] Group 1: Market Opportunities - China has become the world's second-largest consumer and import market, providing significant growth opportunities for foreign companies, including Airbus [1] - The production launch of Airbus's second A320 assembly line in Tianjin is seen as a pivotal moment to strengthen cooperation with China and enhance the quality of aviation products and services [1] Group 2: Economic Environment - The global economy is facing increased fragmentation, with rising unilateralism and protectionism impacting international trade and economic order [1] - China aims to maintain stability in global supply chains and will continue to support foreign enterprises in addressing operational challenges within the country [1] Group 3: Commitment to Collaboration - Airbus expresses confidence in the development of China's economy and civil aviation industry, indicating a commitment to deepening its market presence in China [1] - The company aims to contribute to Sino-French and Sino-European economic cooperation through its operations in China [1]

Airbus , Thales and Leonardo are nearing an agreement on the merger of their space businesses, the Financial Times reported on Tuesday. ...

Core Insights - Airbus is set to open a second assembly line in China this week, indicating a strategic expansion in the Asian market [1] - This expansion follows a similar move in the United States, highlighting Airbus's commitment to increasing production capacity globally [1] Company Developments - The new assembly line in China represents Airbus's ongoing efforts to enhance its manufacturing footprint in key markets [1] - The timing of this expansion suggests a response to growing demand for aircraft in the region [1] Industry Trends - The establishment of additional assembly lines reflects a broader trend in the aerospace industry towards localized production to meet regional demand [1] - This move may also indicate increased competition in the global aerospace market, particularly in Asia [1]

Core Viewpoint - The third International Air Transport Association (IATA) World Sustainability Conference is being held in Hong Kong, focusing on achieving net-zero carbon emissions in the aviation industry by 2050 [1] Group 1: Conference Details - The conference, hosted by IATA and co-organized by Cathay Pacific, has attracted nearly 500 representatives from aviation, energy, and finance sectors [1] - The event will continue until October 22 [1] Group 2: Government and Industry Commitment - The Hong Kong government, represented by the Secretary for Transport and Logistics, is committed to promoting a green and low-carbon transformation in the aviation sector [1] - Hong Kong aims to collaborate with IATA to contribute to the global aviation industry's transition towards low-carbon and zero-carbon development [1] Group 3: Investment in Sustainable Aviation Fuel - Cathay Pacific Group and Airbus announced a joint investment agreement to invest up to $70 million in the development of Sustainable Aviation Fuel (SAF) in Asia and globally [1] - The agreement includes identifying, assessing, and investing in commercially viable SAF projects with technological maturity and long-term supply potential [1] - The goal is to increase the production capacity of sustainable aviation fuel by 2030 and beyond [1] Group 4: Cathay Pacific's Decarbonization Efforts - Cathay Pacific is implementing multiple strategies to reduce carbon emissions, including introducing more fuel-efficient aircraft and reducing single-use plastic in operations [1]

Core Insights - Boeing is on track to deliver the most planes since 2018, with a projected total of around 590 deliveries by the end of 2025, despite trailing behind Airbus in total deliveries [3][4][6] Delivery Performance - Boeing's commercial aircraft deliveries rose approximately 38% year-over-year in Q3 2025, totaling 160 aircraft compared to 116 in the same period last year [8] - The breakdown of deliveries in Q3 includes 121 of the 737 model, six 767s, nine 777s, and 24 787 units [8] Order Backlog - Boeing's orders backlog stands at 821, significantly higher than Airbus's 514, indicating a strong demand for its aircraft [6] - Recent orders have been secured from various airlines, including Norwegian Group, Uzbekistan Airways, Turkish Airlines, Macquarie AirFinance, Cathay Pacific, and Gulf Air [6] Year-to-Date Performance - From January 1 to September 30, 2025, Boeing's commercial orders increased by about 161% and deliveries rose by approximately 51% compared to the same period in 2024 and 2023 [7] - The company has been averaging 49 deliveries per month through September 30, 2025, and will need to average 50 deliveries per month to meet its year-end goals [5]