港媒：C919将加快交付

Core Insights - China Commercial Aircraft Corporation (COMAC) plans to moderately increase the production and delivery of its C919 narrow-body aircraft, targeting the delivery of 28 or more units this year [1][2] - The company faced challenges last year that led to a reduction in delivery targets, but improvements in the supply chain are expected to enhance delivery rates starting in the last quarter of 2025 [1][2] Group 1: Production and Delivery Plans - COMAC has already assembled two C919 aircraft this year, which are currently in the delivery process [1] - The company delivered approximately 15 C919 aircraft in 2025, with 8 of those delivered in November and December after ramping up production [1] - Analysts expect that with the continued supply of Western-manufactured engines, the assembly and delivery speed will further accelerate [1] Group 2: Supply Chain and Market Conditions - Dan Taylor, a consultant from IBA, noted that COMAC's initial production ramp-up plan was overly ambitious, but the company has since adopted a more cautious approach [2] - The improvement in delivery rates at the end of last year indicates a better supply chain situation, aided by the restoration of LEAP-1C engine exports and closer collaboration with CFM International [2] - Political factors, particularly U.S. export restrictions, have impacted COMAC's engine procurement, but the company is working closely with Western partners to mitigate these challenges [2] Group 3: Future Outlook - Analysts predict that 2026 could be a better year for COMAC, with expectations of a moderate increase in C919 deliveries [2] - The reliance on Western engines poses a risk to COMAC's production and delivery plans, but the company is determined to enhance its technological self-sufficiency in response to export controls [2] - Diversifying engine sources is crucial for long-term supply security, despite the political influences on engine procurement [2]