Core Insights - The core viewpoint of the article is that the aviation aftermarket service market is shifting towards China, which is projected to become the largest market by value, growing from $24.8 billion in 2025 to $63.8 billion by 2044 [2][9]. Group 1: Market Growth and Projections - China is expected to receive approximately 9,570 new aircraft over the next 20 years, doubling its fleet size to 10,620 aircraft by 2044, with over 90% being next-generation efficient aircraft [2][4]. - The domestic market is a major driver, with passenger transport volume expected to increase by 17% compared to pre-pandemic levels in 2019, and international routes recovering to over 90% of 2019 levels [4]. Group 2: Key Growth Areas in Aviation Services - The largest segment of the aftermarket service market is non-wing maintenance and repair, projected to grow from $17 billion in 2025 to $44.8 billion by 2044, driven by an expanding global fleet and increasing engine maintenance needs [4]. - Daily maintenance services are expected to double from $3 billion in 2025 to $6.8 billion by 2044, while modification and upgrade services will grow from $1.8 billion to $3.1 billion in the same period [4]. Group 3: Digital Transformation and Workforce Needs - The fastest-growing segment is the digital and connected market, expected to rise from $1.4 billion in 2025 to $5.1 billion by 2044, including predictive maintenance and seamless passenger experiences [5]. - The aviation industry in China will require over 485,000 new technical personnel by 2044, including 131,000 pilots, 143,000 maintenance technicians, and 211,000 cabin crew [5]. Group 4: Operational Efficiency and Cost Savings - Chinese airlines are accelerating digital transformation, with over 9,000 aircraft expected to have onboard connectivity, leading to operational cost savings of over $2.2 billion and additional fuel cost savings of $5.7 billion [7]. - The latest GSF report indicates a slight adjustment in fleet size projections, with a decrease of 540 aircraft from the previous year’s estimate, attributed to a change in data collection methods [7]. Group 5: Global Market Share - Currently, China's aviation service market accounts for only 15.59% of the global market, but it is projected to rise to 20.5% by 2044, surpassing Europe, the CIS, and North America [9].

Group 1 - The core viewpoint of the article is that the aviation aftermarket services market is shifting towards Asia, with China projected to become the largest market, growing from $24.8 billion in 2025 to $63.8 billion by 2044 [1] - Over the next 20 years, China is expected to receive approximately 9,570 new aircraft, reinforcing the demand for various services throughout the aircraft lifecycle [3] - Several Chinese airlines have recently announced new aircraft orders with Airbus, including Air China ordering 60 A320neo aircraft, with a total catalog price of approximately $9.53 billion [4] Group 2 - The maintenance and training market is expanding, becoming a critical component for fleet operation as Airbus secures more aircraft orders in China [5] - The Off-Wing Maintenance market is projected to grow from $17 billion in 2025 to $44.8 billion by 2044, while the On-Wing Maintenance market is expected to increase from $3 billion to $6.8 billion in the same period [6] - The digital and connected market is anticipated to be the fastest-growing segment, expanding from $1.4 billion in 2025 to $5.1 billion by 2044, focusing on smarter operations and predictive maintenance [6] Group 3 - The aviation maintenance market in China is expected to grow rapidly due to the increasing fleet size and aging aircraft, with maintenance costs for engines surpassing their purchase costs [7] - Chinese airlines are accelerating their digital transformation, with over 9,000 aircraft expected to have onboard connectivity, potentially saving over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs [7]

Core Insights - The core viewpoint of the article is that the aviation aftermarket service market is shifting towards China, which is projected to become the largest market by value, growing from $24.8 billion in 2025 to $63.8 billion by 2044 [1][8]. Group 1: Market Growth and Projections - China is expected to receive approximately 9,570 new aircraft over the next 20 years, doubling its fleet size to 10,620 aircraft by 2044, with over 90% being next-generation efficient aircraft [1][3]. - The domestic market is a major driver of growth, with passenger transport volume expected to increase by 17% compared to pre-pandemic levels in 2019, and international routes recovering to over 90% of 2019 levels [3]. Group 2: Key Segments Driving Growth - The largest segment in the aftermarket service market is non-wing maintenance and repair, projected to grow from $17 billion in 2025 to $44.8 billion by 2044, driven by increased engine maintenance needs as the fleet ages [3][4]. - Daily maintenance services are expected to double from $3 billion in 2025 to $6.8 billion by 2044, while modification and upgrade services will grow from $1.8 billion to $3.1 billion in the same period [3]. Group 3: Digital Transformation and Workforce Needs - The fastest-growing segment is the digital and connected market, expected to rise from $1.4 billion in 2025 to $5.1 billion by 2044, encompassing predictive maintenance and seamless passenger experiences [4]. - The aviation industry in China will require over 485,000 new technical personnel by 2044, including 131,000 pilots, 143,000 maintenance technicians, and 211,000 cabin crew [4]. Group 4: Operational Efficiency and Cost Savings - Chinese airlines are accelerating digital transformation, with over 9,000 aircraft expected to have onboard connectivity, leading to operational cost savings of over $2.2 billion and additional fuel cost savings of $5.7 billion [6]. - The latest GSF report indicates a slight adjustment in fleet size projections, with a decrease of 540 aircraft from the previous estimate, attributed to a change in statistical criteria that now excludes cargo aircraft [6]. Group 5: Global Market Share - Currently, China's aviation service market accounts for only 15.59% of the global market, but it is projected to rise to 20.5% by 2044, surpassing Europe, the CIS, and North America [8]. - 17% of the global aviation service market growth over the next 20 years is expected to come from China [8].

Group 1 - The core viewpoint of the article is that the aviation aftermarket services market is shifting eastward, with China projected to become the largest market by value, growing from $24.8 billion in 2025 to $63.8 billion by 2044 [1] Group 2 - China has become the largest single-country market for Airbus commercial aircraft, with domestic passenger traffic expected to grow by 17% compared to pre-pandemic levels in 2019 [2] - The international routes in China have also seen a recovery, reaching over 90% of 2019 levels [2] - China is expected to receive approximately 9,570 new aircraft over the next 20 years, which will enhance the demand for various services throughout the aircraft lifecycle [2] Group 3 - The growth of the Chinese aviation services market over the next two decades will be driven by five key areas: non-wing maintenance, wing maintenance, modifications and upgrades, digitalization and connectivity, and training [2] - Digitalization and connectivity are identified as the fastest-growing segments, aiming for smarter and more interconnected operations [2] - By 2044, the Chinese aviation industry will require over 485,000 new technical personnel, including 131,000 pilots, 143,000 maintenance technicians, and 211,000 cabin crew [2] Group 4 - Chinese airlines are accelerating their digital transformation towards a more interconnected ecosystem, with over 9,000 aircraft expected to have onboard connectivity features [3] - The implementation of digital technologies is anticipated to lead to more efficient operations, saving over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs [3] - Passengers are expected to benefit from an improved onboard experience due to these advancements [3]

Group 1 - Airbus projects that the Chinese aviation aftermarket will grow from $24.8 billion in 2025 to $63.8 billion by 2044, making it the largest market globally [1] - China has become the largest single-country market for Airbus commercial aircraft, with a significant increase in passenger transport volume expected to reach 116.7% of pre-pandemic levels by 2025 [1] - The country is expected to receive approximately 9,570 new aircraft over the next 20 years, which will enhance the demand for various services throughout the aircraft lifecycle [1] Group 2 - Chinese airlines are accelerating their digital transformation, aiming for a more interconnected ecosystem, with over 9,000 aircraft expected to have onboard connectivity features [2] - Through digital technology operations, airlines are projected to save over $2.2 billion in operational costs and an additional $5.7 billion by reducing fuel costs [2]

格隆汇1月15日｜空客在北京披露，2025年中国航空服务市场价值达到248亿美元，同比增长6.7%。报 告称，中国机队巨大增长潜力是航空服务市场增长的主要驱动力。根据空客全球市场预测，到2044年， 中国在役机队将达到10620架，其中新交付的客机和货机将达到9570架，占同期全球总需求的22%。 ...

Core Insights - Airbus has released its Global Services Forecast (GSF), predicting significant growth in the global aviation services market over the next 20 years, particularly highlighting China's emergence as the largest market by value [1] Group 1: Market Growth - The aviation aftermarket service market is shifting eastward, with China's market expected to grow from $24.8 billion in 2025 to $63.8 billion by 2044 [1] - China is projected to receive approximately 9,570 new aircraft over the next 20 years, which will enhance the demand for various services throughout the aircraft lifecycle [4] Group 2: Passenger Traffic and Infrastructure - In 2025, China's domestic passenger transport volume is expected to increase by 17% compared to pre-pandemic levels in 2019, while international routes have recovered to over 90% of 2019 levels [4] - Continuous investment in airport infrastructure and air traffic management in China supports the growth of aviation traffic while maintaining high operational efficiency [4] Group 3: Key Growth Areas - The growth of China's aviation services market will be driven by five key areas: non-wing maintenance, on-wing maintenance, modifications and upgrades, digitalization and connectivity, and training [4] - By 2044, the Chinese aviation industry will require over 485,000 new technical personnel, including 131,000 pilots, 143,000 maintenance technicians, and 211,000 cabin crew members [4] Group 4: Digital Transformation - Chinese airlines are accelerating their digital transformation towards a more interconnected ecosystem, with over 9,000 aircraft expected to have onboard connectivity [5] - Digital operations are projected to save over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs, while enhancing passenger experience [5]

Core Viewpoint - Airbus has appointed Matthieu Louvot as the new CEO of Airbus Helicopters, effective April 1, 2026, continuing his role as a member of the executive committee and reporting to CEO Guillaume Faury [1] Group 1 - Matthieu Louvot will succeed in the role of CEO of Airbus Helicopters starting from April 1, 2026 [1] - Louvot will remain a member of the executive committee and will report directly to Airbus CEO Guillaume Faury [1] - The successor for the position of Executive Vice President of Strategy at Airbus, previously held by Louvot, will be announced separately [1]

Core Viewpoint - Wizz Air's CEO Jozsef Varadi has increased the budget carrier's growth forecast for the current fiscal year after previously reducing it two months ago, indicating a positive outlook for the company's expansion plans [1] Group 1: Growth Projections - The company is optimistic about its growth trajectory, revising its projections upward after a prior cut [1] - The addition of Airbus SE jets is a key factor contributing to the revised growth forecast [1] - The company is also returning grounded aircraft to service, further supporting its growth strategy [1]

北京商报讯（记者 关子辰 牛清妍）1月14日，记者从空中客车公司获悉，空客任命卢沃（Matthieu Louvot）自2026年4月1日起担任空中客车直升机首席执行官。卢沃目前担任空中客车战略执行副总裁， 将接替艾文（Bruno Even）的职务。履新后，卢沃将继续作为公司执行委员会成员，向空中客车首席执 行官傅里（Guillaume Faury）汇报。 据了解，卢沃于2010年加入空客直升机，先后担任过多个管理职位，包括客户支持与服务执行副总裁以 及项目执行副总裁。空客方面表示，接替卢沃担任空中客车战略执行副总裁的人选将另行公布。 ...