Airbus(US:EADSY) Zhong Guo Xin Wen Wang·2025-05-19 15:05Core Viewpoint - The aviation industry's carbon reduction is a critical issue in the global low-carbon transition, with Sustainable Aviation Fuel (SAF) being a key solution that can reduce carbon emissions by an average of 80% over its lifecycle, contributing to the goal of achieving net-zero carbon emissions in the aviation sector by 2050 [1][2]. Group 1: Development Advantages in China - China possesses comprehensive advantages in the sustainable aviation fuel sector, with a predicted potential annual production capacity of up to 12 million tons by 2030 [2]. - As the world's largest renewable energy market, China has a wind and solar power installed capacity that accounts for one-third of the global total, with electricity costs 20% to 30% lower than the international average [2]. - China has accumulated rich experience in key technology areas such as biomass conversion and coal chemical processes, supported by strong manufacturing capabilities and engineering execution [2]. Group 2: Airbus's Commitment and Achievements - Airbus plans to use over 14 million liters of pure sustainable aviation fuel in 2024, which will account for 16% of its total fuel usage, successfully avoiding nearly 35 million tons of carbon dioxide emissions [3]. - Approximately half of the large white shark transport flights will utilize sustainable aviation fuel, and Airbus has implemented a commercial policy for sustainable aviation fuel at its four major assembly lines, offering 5% pure sustainable aviation fuel at no extra cost [3]. - Airbus has a history of collaboration in China since 2011 to promote the application of sustainable aviation fuel, with testing flights and delivery flights using sustainable aviation fuel starting in Tianjin in 2022 [3].