未来二十年 中国航空售后市场需求发展强劲

Group 1 - The core viewpoint of the article is that the aviation aftermarket services market is shifting eastward, with China projected to become the largest market by value, growing from $24.8 billion in 2025 to $63.8 billion by 2044 [1] Group 2 - China has become the largest single-country market for Airbus commercial aircraft, with domestic passenger traffic expected to grow by 17% compared to pre-pandemic levels in 2019 [2] - The international routes in China have also seen a recovery, reaching over 90% of 2019 levels [2] - China is expected to receive approximately 9,570 new aircraft over the next 20 years, which will enhance the demand for various services throughout the aircraft lifecycle [2] Group 3 - The growth of the Chinese aviation services market over the next two decades will be driven by five key areas: non-wing maintenance, wing maintenance, modifications and upgrades, digitalization and connectivity, and training [2] - Digitalization and connectivity are identified as the fastest-growing segments, aiming for smarter and more interconnected operations [2] - 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 [2] Group 4 - Chinese airlines are accelerating their digital transformation towards a more interconnected ecosystem, with over 9,000 aircraft expected to have onboard connectivity features [3] - The implementation of digital technologies is anticipated to lead to more efficient operations, saving over $2.2 billion in operational costs and an additional $5.7 billion through reduced fuel costs [3] - Passengers are expected to benefit from an improved onboard experience due to these advancements [3]