Airbus(US:EADSY) Zhong Guo Xin Wen Wang·2025-10-22 11:55Core Viewpoint - Airbus aims to be a long-term, reliable partner in China, emphasizing its commitment to the Chinese aviation market and the importance of local partnerships [1][3]. Group 1: Airbus Operations in China - The second A320 assembly line in Tianjin has commenced production, marking a significant step in Airbus's collaboration with China since the first line was established in 2008 [1][3]. - The Tianjin assembly line has delivered over 780 A320 aircraft, with expectations to surpass 800 by the end of the year. The new line will double the assembly capacity in Tianjin, enhancing global production capabilities [3][4]. - Approximately 20% of the aircraft produced in Tianjin were delivered to international customers last year, showcasing the global competitiveness of Chinese manufacturing [3]. Group 2: Market Outlook and Supply Chain - Airbus forecasts a demand for around 9,500 new aircraft in China by 2043, accounting for over 20% of the global demand during the same period, reflecting strong market potential [3]. - Airbus has established a supply chain network in China comprising hundreds of companies, including both large partners and numerous small and medium-sized enterprises, creating a vibrant ecosystem [3][4]. Group 3: Global Strategy and Localization - Airbus acknowledges the challenges posed by de-globalization but emphasizes the importance of localization in maintaining flexibility and resilience in a fragmented global landscape [4]. - The company operates production lines in France, Germany, the United States, and China, which supports its strategy to adapt to changing global industry dynamics [4].