Cai Jing Wang·2025-12-31 07:02Core Viewpoint - The recent trend of concentrated aircraft purchases in the domestic aviation industry highlights airlines' focus on long-term capacity enhancement and structural optimization, with major airlines like China National Aviation, Juneyao Airlines, and Huaxia Airlines planning to acquire Airbus A320 series aircraft for delivery between 2028 and 2032 [1][2]. Group 1: Aircraft Purchases - China National Aviation plans to purchase 60 Airbus A320NEO series aircraft at a catalog price of approximately $9.53 billion, with deliveries scheduled from 2028 to 2032 [1]. - Juneyao Airlines intends to sign an agreement to purchase 25 Airbus A320 series aircraft, pending national approval, with deliveries also planned between 2028 and 2032 [1]. - Huaxia Airlines has announced plans to sign an A320 series aircraft procurement agreement for 3 aircraft, with deliveries expected to start in 2030 and completed within three years [1]. Group 2: Aircraft Specifications and Market Position - The A320 series is recognized as one of the best-selling single-aisle narrow-body aircraft globally, known for its efficiency, advanced technology, and reliability, suitable for domestic trunk routes and short to medium-haul international flights in Asia [2]. - The A320NEO series features new engines and sharklet wing designs, improving fuel efficiency by 15% to 20% compared to older models, while also reducing noise emissions and extending range by 500 to 900 kilometers, making it a preferred choice for airlines updating their fleets [2]. - Airbus predicts that over the next 20 years, the Chinese civil aviation market will require more than 9,500 aircraft, accounting for about one-fifth of global demand, supported by a strong operational foundation for the A320 series in the domestic market [2]. Group 3: Industry Context - The concentrated aircraft purchases reflect a broader trend of domestic airlines increasing their long-term capacity, supported by steady growth in the civil aviation market [3]. - Data from the Civil Aviation Administration of China indicates that from January to November 2025, the aviation industry achieved a total transport turnover of 1,502.6 billion ton-kilometers and a passenger transport volume of 710 million, with international route turnover and passenger transport growth rates exceeding 20%, providing a solid basis for airlines' long-term capacity planning [3].