Airbus(US:EADSY) Yang Shi Xin Wen·2025-10-22 08:59Core Viewpoint - Airbus is significantly increasing its production capacity in China with the launch of a second assembly line in Tianjin, reflecting confidence in the global demand for the A320 series and the investment environment in China [1]. Group 1: Airbus Production and Partnerships - The new assembly line in Tianjin is expected to double Airbus's production capacity in China, with ongoing collaboration with local suppliers to enhance high-end manufacturing opportunities [1]. - Airbus's CEO expressed satisfaction with the local environment, quality of partnerships, and the quality of aircraft produced, indicating a commitment to expanding business operations in line with the growth of the global and Chinese aviation markets [1]. - Currently, around 200 local suppliers are involved in the Airbus supply chain in China, providing over ten thousand core components and parts necessary for aircraft assembly [1]. Group 2: Local Industry Development - The establishment of Airbus's new production line is anticipated to create development opportunities for leading companies in composite materials, high-end intelligent manufacturing, and aviation spare parts in China [2]. - The collaboration among nearly 50 well-known companies in Tianjin is enhancing the local ecosystem, with local production of components like the engine short nacelle for the A321 [2]. - Chinese high-end manufacturing has gained international competitive advantages in various fields, and the development of large civil aircraft manufacturing is accelerating, driven by adherence to Airbus standards and international regulations [2].