2025年全球商用飞机制造商中，表现最令人意外的是中国商用飞机有限责任公司（下称"中国商飞"）。 （王潇雨 摄影） 本报（chinatimes.net.cn）记者王潇雨 北京报道 随着2025年结束，全球商用飞机制造商又一个销售—制造—交付的循环落下帷幕。在饱受供应链危机困 扰的数年以来，围绕着飞机制造商、零部件供应商以及航空公司客户之间的供需矛盾依然未能得到彻底 解决，虽然今年飞机交付量整体实现回升，但按照国际航空运输协会（下称"IATA"）不久前发布的全 球航空业财务展望中的说法：飞机利用率仍是严重制约行业增长的因素之一。 IATA相关负责人此前在全球媒体日期间向包括《华夏时报》记者在内的媒体表示，虽然新飞机的交付 量在2025年底开始回升，预计2026年生产将加速，但预计需求将超过飞机和发动机的可用率。由于过去 五年交付的不可逆损失和创新高的积压订单，航空公司需求和生产产能之间的结构性矛盾在2031年— 2034年之前不太可能正常化。 交付回暖 随着12月29日一架注册号为B-659K的C919客机交付给了中国国际航空股份有限公司（下称"国航"）， 该系列机型全年交付量达到了15架。相比2024年交付1 ...

Core Viewpoint - The recent delivery of a Boeing 737 MAX 8 to a Chinese airline marks a significant moment in the recovery of Boeing's operations in China, following the impacts of the US-China trade war and the pandemic [2][3][5]. Group 1: Impact of US-China Trade Relations - The trade war previously led to a dramatic increase in tariffs on US-made aircraft and parts, from around 5% to as high as 145%, discouraging Chinese airlines from purchasing Boeing aircraft [2][3]. - The delivery process for Boeing aircraft has evolved, with planes now being completed in China after initial assembly in the US, reflecting a shift in operational strategy [2][3]. Group 2: Delivery and Production Challenges - Boeing's delivery capacity to Chinese airlines has significantly decreased, with only about 60 new 737 MAX aircraft delivered since 2019, compared to an expected annual delivery of 100 [6]. - The company aims to achieve positive cash flow by increasing the monthly production of the 737 MAX to between 38 and 40 units, as current production is limited by FAA regulations [5][6]. Group 3: Market Dynamics and Customer Retention - Several Chinese airlines have shifted away from Boeing, with some converting their orders to other aircraft models, indicating a potential loss of market share for Boeing in China [6][7]. - Despite challenges, there are indications of a potential recovery, with new aircraft deliveries, including the 737 MAX, expected to resume soon, which could revitalize operations at Boeing's Zhoushan facility [7].