国产民机多渠道拓展“出海”路径，东南亚有望成为“前沿阵地”

Core Viewpoint - Despite facing challenges such as insufficient capacity and potential supply chain disruptions due to trade tensions, China Commercial Aircraft Corporation (COMAC) is accelerating the internationalization of its products, with recent successes in the overseas market [2][3]. Group 1: C909 Aircraft Developments - The C909, a regional jet developed by COMAC, has made significant strides in international operations, with Chengdu Airlines wet leasing two C909 aircraft to VietJet Air in April, marking the entry of Chinese commercial aircraft into Vietnam [3][4]. - The C909, originally named ARJ21, has a range of 2,225 to 3,700 kilometers and is designed to accommodate 78 to 90 passengers, targeting short-haul regional routes [3]. - As of March 2025, nearly 300 orders for the C909 have been placed, with 162 aircraft delivered, operating 645 routes and serving 158 cities, transporting over 20 million passengers [3]. Group 2: International Expansion and Partnerships - VietJet Air, Vietnam's first private airline, aims to enhance its fleet capacity and regional route network through the wet lease of C909 aircraft, contributing to the growth of the Vietnamese aviation market [4]. - The C909 has been adopted by three foreign airlines in Southeast Asia, including TransNusa in Indonesia and Lao Airlines, which recently received its first C909 aircraft [5]. - The C909 has facilitated the opening of 15 routes in Southeast Asia, transporting over 250,000 passengers [5]. Group 3: C919 Aircraft and Future Prospects - The C919, another key product from COMAC, faces greater challenges in entering the international market compared to the C909, but there are signs of increasing interest from foreign airlines [6][7]. - COMAC is actively promoting the C919 through international exhibitions and demonstrations, with plans for further exposure in Southeast Asia [8]. - The C919 has received domestic certification and is expected to undergo further evaluations for international certifications, with significant orders already placed [9]. Group 4: Strategic Initiatives and Support - COMAC is establishing an Asia-Pacific office to enhance market services and technical exchanges, aiming to build relationships with international airlines and suppliers [11]. - The company is also collaborating with financial institutions to support the internationalization of its aircraft, with a focus on increasing production capacity to meet demand [10][12]. - Plans are in place to increase the annual production capacity of the C919 from 30 to 50 aircraft by 2025, with a new assembly facility under construction in Shanghai [11].