为航空产业高质量发展蓄力赋能

Core Viewpoint - The aviation finance sector is crucial for connecting the aviation industry with financial capital, showcasing the rise of "Made in China" through the steady increase in domestic aircraft deliveries [1] Group 1: Industry Growth and Development - The aviation and aerospace industry is a strategic sector for economic development, with Tianjin's aviation and aerospace industry chain expected to grow by 26% in 2024 [2] - Tianjin has become a new highland for China's aviation industry, with a total of 2,470 delivered leased aircraft across various types, including commercial passenger planes, cargo planes, business jets, and helicopters [2] - The People's Bank of China and other regulatory bodies have issued policies to support the high-quality development of Tianjin's financial sector, focusing on industry finance, shipping finance, and leasing [2] Group 2: Business Innovation and Market Dynamics - The aviation finance market is encouraged to innovate by expanding into sectors like renewable energy equipment and satellite leasing, enhancing service to the real economy [3] - The aviation finance market is seen as a core driving force for the development of the entire aviation industry, emphasizing the importance of financial support for manufacturing, maintenance, and operations [3] Group 3: Challenges and Strategic Responses - The aviation finance sector faces challenges such as weak global economic growth, supply chain constraints, and increasing demand for new energy-efficient aircraft [4] - Industry leaders suggest focusing on national strategic directions, international development, and shifting from price competition to value competition to address these challenges [4][5] - The restructuring of the aviation market and the need to resolve conflicts between delayed aircraft deliveries and rising demand are highlighted as critical issues [5] Group 4: Future Outlook and Trends - The aviation finance industry is transitioning from a focus on single leasing to comprehensive asset management, aiming for quality improvement alongside scale expansion [6] - Global aviation profitability is projected to peak around 2025, with aircraft deliveries expected to exceed $120 billion in 2026, indicating significant growth opportunities [6]