Xuan Gu Bao·2025-11-16 15:07Industry Overview - China Southern Airlines' C919 aircraft successfully arrived at Dubai Al Maktoum International Airport on November 14, preparing for the Dubai Airshow from November 17 to 21, 2025, marking a significant milestone in China's aviation industry with over 1000 domestic and international orders received [1] - The Dubai Airshow is referred to as the "Olympics of the aviation industry," with the Middle East market being a key growth area, where Boeing predicts a need for 3000 new passenger aircraft valued at over $500 billion in the next 20 years [1] - According to the China Commercial Aircraft Corporation's market forecast report (2024-2043), China's fleet is expected to grow at an annual rate of 4.4%, with 9323 jet aircraft to be received by the aviation market, leading to a total fleet size of 10061 aircraft by 2043, representing 20.6% of the global passenger aircraft fleet [1] Company Insights - AVIC Xi'an Aircraft Industry Group possesses significant advantages in core technologies for integrated manufacturing of fuselage and wing components, likely to expand its order reserve for C909, C919, and other new aircraft models, benefiting from the rapid development of the domestic civil aircraft industry [2] - AVIC High-Tech is responsible for the research and production of composite materials and raw materials for domestic large aircraft, serving as a primary supplier for the fuselage section of China Commercial Aircraft Corporation [2]