1月18日，"人形机器人第一股"优必选表示，日前欧洲航空巨头空中客车公司与优必选签署人形机器人 服务协议。空中客车已采购优必选最新款工业版人形机器人Walker S2用于其制造工厂，未来双方将共 同拓展人形机器人在航空制造场景的应用落地。 （文章来源：大河财立方） 优必选称，本次与空中客车达成合作，意味着优必选继去年与美国半导体巨头德州仪器形成战略合作 后，已逐步将人形机器人在中国工业场景的应用进一步拓展至全球航空制造、汽车制造、3C电子制 造、智慧物流、半导体制造5大场景。人形机器人作为新质生产力的产业应用价值得到进一步延展。 优必选还表示，2025年，优必选人形机器人订单总金额超14亿元领衔全球。2026年，优必选工业人形机 器人的产能将达到万台规模。除中国本土市场外，优必选也开始逐步将人形机器人拓展至欧美等海外制 造市场。 ...

Core Insights - Airbus' helicopters division and Naval Group have secured a contract from France's defence procurement agency to produce six VSR700 drones for the French Navy [1] Group 1 - The contract signifies a collaboration between Airbus and Naval Group, highlighting the strategic partnership in the defense sector [1] - The VSR700 drones are intended for use by the French Navy, indicating a focus on enhancing naval capabilities [1] - This contract reflects ongoing investment in drone technology within the defense industry, aligning with global trends towards unmanned systems [1]

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]

Core Insights - The core viewpoint of the article is that the Chinese aviation service market is projected to reach a value of $24.8 billion by 2025, with a year-on-year growth of 6.7% [1] Industry Growth Potential - The significant growth potential of China's fleet is identified as the main driver for the expansion of the aviation service market [1] - According to Airbus's global market forecast, by 2044, the in-service fleet in China is expected to reach 10,620 aircraft, with 9,570 new passenger and cargo aircraft deliveries, accounting for 22% of the total global demand during the same period [1]

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]