Airbus(US:EADSY) Huan Qiu Shi Bao·2025-10-22 22:52Core Points - Airbus has launched its second A320 assembly line in Tianjin, China, with full operations expected by early 2026, indicating a commitment to expanding its local supply chain despite geopolitical challenges [1][3] - The new assembly line will double Airbus's production capacity in China, contributing to the anticipated demand for 9,500 aircraft in the Chinese market over the next 20 years, which represents about 20% of global demand [3][4] - The A320 series has surpassed the Boeing 737 in total deliveries, becoming the best-selling commercial aircraft, despite being launched 20 years later [3] Summary by Sections Production Capacity - The second assembly line in Tianjin will enhance Airbus's production capacity, allowing for a total of 10 assembly lines globally, with 2 located in Tianjin [3] - The new facility will utilize the latest technology and processes, adhering to Airbus's highest global standards [3] Market Demand - The Chinese aviation market is experiencing continuous growth, with a projected demand for 9,500 aircraft over the next two decades [3] - By the end of this year, Airbus's total assembly volume in China is expected to exceed 800 aircraft [3] Geopolitical Context - Airbus acknowledges the complexities of the current global landscape, including trends of de-globalization, and emphasizes the importance of reliable partnerships [4] - The establishment of the Tianjin assembly line is seen as a strategic move to strengthen Airbus's resilience against external challenges [4]