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空难阴霾下巴黎航展低调启幕,订单收获背后供应链难题仍待解
Hua Xia Shi Bao·2025-06-18 04:28

Core Viewpoint - The 55th Paris Air Show commenced on June 16, 2023, amidst a somber atmosphere due to a recent aviation accident, highlighting ongoing supply chain issues affecting production capacity and delivery in the aerospace industry [1] Orders Growth - Airbus secured a significant order from VietJet Air for 100 A321neo aircraft, with a potential addition of 50 more, marking the largest single order at the Paris Air Show [2] - Overall, Airbus's order volume surpassed that of the previous year's Farnborough Airshow, indicating a positive trend despite the absence of mega-orders like the 500 aircraft deal with IndiGo [2] - Additional confirmed orders for Airbus include 10 A350F freighters and 30 A320neo series from AviLease, and 25 A350-1000 from Riyadh Air, with potential increases in both orders [3][5] Market Dynamics - The A350 series has over 1,390 orders from more than 60 customers, but the A350-1000's order volume remains below expectations, prompting Airbus to consider a stretched version to enhance capacity [5] - Poland's LOT Polish Airlines placed an order for 40 A220 aircraft, marking its first purchase from Airbus, which may impact the market share of Bombardier's E2 series [6][7] Industry Challenges - Boeing's participation at the airshow was notably subdued, with no new aircraft displayed, following a recent crash involving a Boeing 787-8, which has raised concerns about the company's recovery and trust rebuilding efforts [8][9] - The aviation industry faces a collective challenge with supply chain crises impacting production capacity, leading to delays in aircraft deliveries and increased backlogs, with over 17,000 aircraft currently on order [10][11] - IATA forecasts a net profit of $36 billion for the global aviation industry by 2025, with total revenues expected to reach $979 billion, despite ongoing supply chain issues [10][11]