Core Viewpoint - Air China has entered into an agreement to purchase 60 Airbus A320NEO series aircraft, with a total list price of approximately $9.53 billion, benefiting from significant price concessions from Airbus [1] Group 1: Aircraft Purchase Agreement - The agreement involves the purchase of 60 Airbus A320NEO series aircraft from Airbus [1] - The total list price for the aircraft is approximately $9.53 billion [1] - Airbus has provided considerable price concessions, which will be in the form of credit memoranda that can be applied towards the final payment or used for purchasing goods and services from Airbus [1] - The actual consideration for the aircraft purchase will be lower than the list price due to these negotiated concessions [1]

Core Insights - Airbus SE has secured a firm order from China Aircraft Leasing Group Holdings Limited for 30 A320neo aircraft, marking CALC's fifth order with Airbus and increasing its total orders to 282, including 203 from the A320neo family [1][10] Group 1: Aircraft Specifications and Demand - The A320neo is a highly popular single-aisle aircraft, accommodating up to 194 passengers and offering up to 20% lower fuel consumption and CO2 emissions compared to earlier models, with a range of 3,400 nautical miles [2][10] - The aircraft can operate with up to 50% Sustainable Aviation Fuel, aiming for 100% by 2030, which enhances its appeal and contributes to strong demand and growth in orders [2][3] Group 2: Market Trends and Future Outlook - Rising air passenger traffic and the demand for modern, fuel-efficient aircraft are driving growth in the commercial aviation market, with Airbus estimating a demand for 43,420 new aircraft deliveries over the next 20 years [4][5] - This trend supports industry expansion and the replacement of older, less efficient aircraft, indicating strong long-term revenue prospects for Airbus [5] Group 3: Competitor Insights - Other aerospace companies like Boeing and Embraer are also expected to benefit from rising jet demand, with Boeing delivering 160 commercial aircraft in Q3 2025 and Embraer delivering 20 new jets in the same period [6][7] - Boeing has a long-term earnings growth rate of 31.33%, while Embraer has a growth rate of 14.32%, indicating positive financial outlooks for these companies as well [7][8] Group 4: Stock Performance - Over the past six months, Airbus shares have increased by 14.7%, outperforming the industry growth of 7.5% [9]

Core Viewpoint - China National Airlines has signed an agreement with Airbus to purchase 60 A320NEO series aircraft for a total list price of approximately $9.53 billion, with deliveries scheduled between 2028 and 2032 [1] Group 1 - The agreement was made with Airbus, with China National Airlines acting as the buyer and China National Airlines Import and Export Company as the import agency [1] - The total list price for the aircraft is approximately $9.53 billion [1] - Deliveries of the aircraft will occur in batches from 2028 to 2032 [1]

北京商报讯（记者 关子辰 牛清妍）12月30日，中国国航发布公告称，与空中客车公司签订飞机购置协 议，向空客公司购买60架空客A320NEO系列飞机，目录价格合计约为95.3亿美元，计划于2028年至 2032年分批交付。 ...

Core Viewpoint - Air China and its subsidiary have signed an agreement with Airbus to purchase 60 A320NEO jets, valued at approximately $9.5 billion at list prices [1] Company Summary - Air China is expanding its fleet by acquiring 60 A320NEO jets from Airbus [1] - The total value of the deal is around $9.5 billion, indicating a significant investment in modernizing and expanding its aircraft capabilities [1] Industry Summary - The agreement reflects ongoing demand for new aircraft in the aviation industry, particularly for fuel-efficient models like the A320NEO [1] - This purchase may enhance Air China's competitive position in the market as airlines increasingly focus on sustainability and operational efficiency [1]

中国国航公告，公司及全资子公司国航进出口有限公司于2025年12月30日与空中客车公司签订飞机购置 协议，向空客公司购买60架空客A320NEO系列飞机，目录价格合计约为95.3亿美元，飞机将于2028年 至2032年分批交付。本次交易尚须公司股东会审议通过及国家批准认可。 (本文来自第一财经) ...

Group 1 - Spain has granted Airbus exceptional permission to produce aircraft and drones using Israeli technology at its Spanish plants [1] - This decision comes despite Spain's recent ban on military and dual-use products from Israel, which was implemented two months prior [1]

Core Viewpoint - China Aircraft Leasing Group Holdings announced that its subsidiary CALC (BVI) has reached an agreement to purchase 30 A320neo aircraft from Airbus [1] Company Summary - The acquisition involves 30 units of the A320neo model, which is known for its fuel efficiency and advanced technology [1] Industry Summary - The deal reflects ongoing demand for modern aircraft in the aviation sector, particularly for fuel-efficient models like the A320neo [1]

格隆汇12月30日｜华夏航空公告，公司拟与空中客车公司签订《A320系列飞机采购协议》，根据该协 议，公司向空客购买和接收总共3架A320系列飞机，经国家批准认可后，空客将自2030年起三年内向公 司交付完成上述飞机。根据协议，约定A320系列飞机报价（根据空客在协议中约定的2024年1月基础价 格）为每架约1.30亿美元至1.40亿美元。3架A320系列飞机的基础价格约为3.90亿美元至4.20亿美元，约 合人民币27.63亿元至29.76亿元。实际交易中空客给予本公司较大优惠幅度，因此预计本次购买飞机的 实际价格将低于上述基本价格。 ...

Group 1 - Spring Airlines and Juneyao Airlines announced a significant aircraft purchase plan, involving a total of 55 Airbus A320 series aircraft, with a transaction value exceeding $8.2 billion (approximately 57.448 billion RMB) [1] - Spring Airlines plans to purchase 30 Airbus A320neo aircraft, with a transaction value not exceeding $4.128 billion, expected to be delivered between 2028 and 2032 [1] - Juneyao Airlines intends to acquire 25 Airbus A320 aircraft for a transaction price of $4.1 billion, also scheduled for delivery in batches from 2028 to 2032, pending approval from relevant national authorities [1] Group 2 - Airbus is a leading aircraft manufacturer headquartered in Toulouse, France, with operations in commercial aircraft, helicopters, defense, and aerospace [3] - The A320neo, selected by Spring Airlines, has a maximum flight range of 3,400 nautical miles, with a 20% reduction in fuel consumption and CO2 emissions per seat, and a maximum capacity of 194 seats [3] - The A320 series is the most widely used single-aisle aircraft in China and includes models such as A319neo, A320neo, A321neo, and A321XLR [5] Group 3 - Airbus CEO stated that despite a late start, the delivery volume of the A320 series has surpassed that of the Boeing 737 series, making it the best-selling single-aisle commercial aircraft globally [5] - The Chinese civil aviation market is projected to require over 9,500 aircraft in the next 20 years, accounting for about one-fifth of global market demand [5] - As of mid-2025, Juneyao Airlines operates 93 Airbus A320 series aircraft, while Spring Airlines has a fleet of 133 Airbus A320 series aircraft, including various models [5]