尽管在上半年新飞机交付量同比有所下降，但欧洲空中客车公司（下称"空客"）依然在近期持续获得来 自多家航空公司以及租赁商的新飞机采购大单，使得储备订单的数字不断上涨。在依然困扰的供应链危 机影响之下，对供应链进行进一步的垂直整合也成为产能提升目标实现的关键因素。 大订单不断 当地时间7月24日，空客在总部图卢兹与航空金融公司Avolon签订了一份采购协议。根据协议内容， Avolon订购了90架空客飞机，其中包括15架A330neo和75架A321neo。此次增量订单使Avolon的总订单 量达到79架A330neo和264架A321neo。 Avolon首席执行官Andy Cronin表示："此订单彰显了我们对新飞机长期需求的坚定信心。凭借我们的规 模和财务实力，我们能够支持航空公司客户在未来十年的扩张和机队更新需求。A321neo和A330neo均 备受市场青睐，鉴于航空业的长期增长趋势，我们预计这种需求将持续下去。我们很高兴通过此次订单 进一步深化与空客的长期合作伙伴关系。" "租赁公司是航空市场的重要风向标，我们感谢Avolon在两年前首次订购后，如此迅速地扩大对A320系 列和A330neo的承诺。这 ...

Core Insights - The article highlights the revival of the Airbus A310 aircraft, which has been in a dormant state for nearly 20 years, and its transformation into an educational landmark in China, marking a significant milestone in the history of civil aviation in the country [1] Group 1: Airbus's Historical Impact in China - The A310 aircraft, delivered to China in 1985, represents the first wide-body twin-engine aircraft in Chinese civil aviation and the first aircraft delivered by Airbus to a Chinese customer [1] - Over the past 40 years, Airbus has evolved from merely selling aircraft to engaging in comprehensive collaboration with Chinese partners across the entire lifecycle of aircraft, including design, manufacturing, operation support, and recycling [2][3] Group 2: Supply Chain and Manufacturing Collaboration - Airbus has established around 200 suppliers in China, integrating the entire supply chain from raw materials to system assembly, with an annual industrial cooperation value exceeding $1 billion [3] - The Airbus A320 assembly line in Tianjin, operational since 2008, has delivered over 750 A320 series aircraft and has expanded to include wide-body aircraft assembly capabilities [3] Group 3: Future Growth Potential - China is projected to become the largest single-country aviation market globally, with a forecasted demand for 9,570 new aircraft over the next 20 years, accounting for nearly a quarter of global demand [7] - The number of Airbus aircraft in China's civil aviation fleet exceeds 2,200, representing over 50% of the total fleet, highlighting the significant market presence of Airbus [6][8] - The establishment of a second A320 assembly line in Tianjin is underway, expected to double production capacity and cater to both domestic and international airlines [9]

Core Viewpoint - Despite the impact of the US-China trade war leading to supply chain risks for key components, China Commercial Aircraft Corporation (COMAC) aims to establish a significant presence in the global aviation manufacturing industry, as demonstrated at the 55th Paris Air Show [1]. Group 1: Product Development and Market Positioning - COMAC showcased its aircraft models including C909, C919, and C929 at the Paris Air Show, despite not bringing a real C-series aircraft as speculated [2]. - The C919 and C909 have commenced commercial operations in China and parts of Southeast Asia, with a total of 20 C919 and 165 C909 aircraft delivered to date [2][6]. - The C929, currently in the design phase, is expected to have a range of approximately 12,000 kilometers and a seating capacity of 280 [3]. Group 2: International Collaboration and Supply Chain Challenges - COMAC signed memorandums of understanding with Safran and Crane Company for the C929 project, focusing on key systems development [3]. - The trade war has led to a more cautious approach in international collaborations, with companies reluctant to disclose specific details of their partnerships [3][4]. - The US Department of Commerce has suspended certain export licenses to COMAC, restricting the sale of critical technologies [5]. Group 3: Competitive Landscape and Future Outlook - COMAC is developing a longer version of the C919 to compete with Airbus's A321 series, which has become increasingly popular among airlines [6][7]. - The C919's potential expansion in passenger capacity could enhance its competitiveness against established models like the A220 series from Airbus [8][9]. - According to COMAC's market forecast, approximately 43,863 new aircraft are expected to be delivered globally by 2043, valued at around $6.6 trillion, with Chinese airlines projected to receive 9,323 of these aircraft, worth about $1.4 trillion [10].