空客公司发布《全球航空服务市场预测》

Core Insights - Airbus has released its Global Services Forecast (GSF), predicting significant growth in the global aviation services market over the next 20 years, particularly highlighting China's emergence as the largest market by value [1] Group 1: Market Growth - The aviation aftermarket service market is shifting eastward, with China's market expected to grow from $24.8 billion in 2025 to $63.8 billion by 2044 [1] - China is projected to receive approximately 9,570 new aircraft over the next 20 years, which will enhance the demand for various services throughout the aircraft lifecycle [4] Group 2: Passenger Traffic and Infrastructure - In 2025, China's domestic passenger transport volume is expected to increase by 17% compared to pre-pandemic levels in 2019, while international routes have recovered to over 90% of 2019 levels [4] - Continuous investment in airport infrastructure and air traffic management in China supports the growth of aviation traffic while maintaining high operational efficiency [4] Group 3: Key Growth Areas - The growth of China's aviation services market will be driven by five key areas: non-wing maintenance, on-wing maintenance, modifications and upgrades, digitalization and connectivity, and training [4] - By 2044, the Chinese aviation industry will require over 485,000 new technical personnel, including 131,000 pilots, 143,000 maintenance technicians, and 211,000 cabin crew members [4] Group 4: Digital Transformation - Chinese airlines are accelerating their digital transformation towards a more interconnected ecosystem, with over 9,000 aircraft expected to have onboard connectivity [5] - Digital operations are projected to save over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs, while enhancing passenger experience [5]