马航集团董事总经理：评估购买C919飞机的可行性

Core Insights - A noticeable trend post-pandemic is the shift in international traveler demand towards high-end travel [5] - Malaysia Airlines is evaluating various aircraft models to support group growth, including the Chinese C919 model [1][2] Aircraft Fleet Expansion - Malaysia Airlines plans to increase its fleet from 86 to 116 aircraft by 2035 [2] - The decision regarding the C919 model is expected around 2026, with considerations on innovation, safety, certification, operational feasibility, and cost [2][4] Supply Chain Challenges - Global airlines, including Malaysia Airlines, are facing delivery delays of 3 to 6 months due to supply chain issues [4] - The backlog of commercial aircraft orders has reached a historic high of over 17,000, significantly above the average of 13,000 from 2010 to 2019 [4] Impact on Operations - The delays in aircraft and engine deliveries are affecting the recovery speed of Malaysia Airlines' routes to China, which are currently operating at 70% of pre-pandemic capacity [4] - Malaysia Airlines plans to increase capacity on China routes next year, contingent on timely aircraft deliveries [4] Passenger Demand Trends - Despite operational challenges, Malaysia Airlines has seen a 41% increase in bookings for the Chinese market during the recent National Day holiday [5] - The business class occupancy rate has reached 90%, driven by a growing demand for high-end travel [5]