中新网珠海6月13日电(记者 郭军)珠海摩天宇金湾厂区12日向客户中国南方航空成功交付首台维修发动 机。金湾厂区隶属于由中国南方航空股份有限公司和德国摩天宇航空发动机股份公司合资的珠海保税区 摩天宇航空发动机维修有限公司，已于今年3月正式投入运营。 珠海摩天宇致力于为CFM国际的CFM56和LEAP发动机、IAE(国际航空发动机公司)的V2500发动机和普 惠公司的PW1100G-JM发动机提供服务。珠海摩天宇保税区厂和金湾厂区同享毗邻香港、广州、深圳和 澳门的地理优势，两个厂区相加年维修能力将超过700台，有望成为全球最大的MRO厂，未来进一步扩 大维修产能。(完) 6月12日， 珠海摩天宇金湾厂区成功交付首台维修发动机。南方航空 供图 南航股份公司工程技术分公司总经理、珠海摩天宇董事长李欣表示："这一里程碑也标志着南航在发动 机MRO(Maintenance Repair Overhaul缩写，即维护、修理、大修)领域能力的不断提升。金湾厂区完整能 力的实现，不仅将为南航的发动机提供更多的维修机位、更好的维修品质、更短的维修周期，也将为全 球客户提供更全面的保障和服务。" 珠海摩天宇副总经理肖毅表示："首 ...

"金湾厂区自投产开始就高效运营，按计划不断提升产能，通过稳定的维修能力为 GTF 发动机的 MRO网络提供支持，"珠海摩天宇总经理格特补充道。今年 金湾厂区计划交付超 50 台发动机，全面投产之后的年维修能力可达到260台。"这是一个很好的起点，我们可以借此抓住亚洲航空市场中的增长机遇。感谢 所有的合作伙伴、客户和员工为实现这一里程碑所做出的贡献。" 《中国民航报》、中国民航网 记者冯智君 报道：6月12日，珠海摩天宇金湾厂区成功向客户中国南方航空交付首台 PW1100G-JM发动机。金湾厂区于今年3 月正式投入运营，隶属于珠海保税区摩天宇航空发动机维修有限公司——由中国南方航空股份有限公司和MTU航空发动机股份公司合资的航空发动机MRO 厂。 - 1 （南航供图） 南航股份公司工程技术分公司总经理、珠海摩天宇董事长李欣表示："这一里程碑也标志着南航在发动机MRO领域能力的不断提升。金湾厂区完整能力的实 现，不仅将为南航的发动机提供更多的维修机位、更好的维修品质、更短的维修周期，也将为全球客户提供更全面的保障和服务。" 珠海摩天宇副总经理肖毅表示："首台发动机的出厂，既标志着金湾厂区设施硬件完全投入使用，也代 ...

FTAI Aviation Conference Call Summary Company Overview - **Company**: FTAI Aviation - **Industry**: Aviation Maintenance, Repair, and Overhaul (MRO) and Engine Leasing - **Core Business**: Outsourced engine maintenance primarily for CFM 56 and V2500 engines, which are widely used in commercial aircraft fleets [4][5] Key Points and Arguments Business Model and Strategy - FTAI Aviation focuses on acquiring, rebuilding, and leasing engines, providing flexibility and cost savings to airlines and lessors [4][5] - The company aims to capture approximately 25% market share in the engine maintenance sector, with a current annual maintenance spend of $22 billion for the targeted engines [5][6] - A strategic capital initiative (SCI) was launched to own and manage a portfolio of aircraft, enhancing visibility and efficiency in engine maintenance [6][11] Financial Performance and Projections - FTAI generated approximately $1 billion in revenue from engine maintenance, representing under 5% of the total market spend [5] - The company expects to achieve $250 million in EBITDA from the new partnership under the SCI, with a target of $4 billion investment to own about 250 aircraft [12][11] - For 2025, FTAI projects $650 million in EBITDA from aerospace products and $500 million from leasing [52][56] Market Dynamics - The aviation maintenance market is expected to maintain a stable annual spend of $22 billion through 2030, despite potential declines in engine values due to new aircraft deliveries [63][64] - FTAI's business model allows it to optimize maintenance costs and turnaround times, providing a competitive edge over traditional MRO providers [19][24] Customer Response and Adoption - FTAI has over 100 customers, with high levels of repeat usage and positive feedback regarding cost savings and efficiency [26][27] - The company emphasizes the importance of engine availability and maintenance control, which differentiates it from traditional lessors [75] Capacity and Investment - FTAI has physical capacity for approximately 600 shop visits annually, with ongoing investments in facilities and parts inventory to support growth [29][30] - The company plans to ramp up operations in Montreal and Rome, adding significant capacity to meet future demand [30] Risks and Challenges - Concerns exist regarding potential margin compression if asset values decline, but FTAI believes its model is resilient due to the self-correcting nature of the engine market [32][34] - The company faces competition from third-party MROs, but its unique combination of asset ownership and maintenance capabilities provides a significant advantage [36][39] Future Outlook - FTAI plans to invest in next-generation engines starting in 2028-2029, ensuring long-term growth and sustainability [57] - The company is committed to maintaining a fleet of 450-500 CFM 56 engines and 50-200 V2500 engines to ensure engine availability for customers [76] Additional Important Information - FTAI's partnership with AAR for used serviceable material allows for optimized parts distribution without building a separate parts business [61] - The company has a joint venture with Chrome Moy for PMA parts, which is expected to enhance margins significantly once fully operational [59][60] This summary encapsulates the key insights from the FTAI Aviation conference call, highlighting the company's strategic direction, financial outlook, and market positioning within the aviation industry.