记者丨彭新 此次增资完成后，中国商飞的股权结构迎来重要调整。其中，国务院国资委以近250亿元的注 资领投，持股比例跃升至53.08%，确立了绝对控股地位。 值得注意的是，处于航空制造上游的中国铝业集团、中国建材集团和中国电科集团持续增资 。其中，中国铝业注资28.02亿元，持股比例从4.11%提升至5.17%；中国建材注资26.50亿 元 ， 持 股 比 例 从 2.98% 升 至 4.40%； 中 国 电 科 注 资 17.28 亿 元 ， 持 股 比 例 亦 由 1.99% 增 至 2.90%。三家央企本轮跟进增资，显示大飞机项目对铝材、复材及航电系统等上游关键供应环 节深度绑定。 中国商飞其他老股东持股比例出现不同程度摊薄。上海国盛（集团）作为地方国资代表，虽注 资80亿元将出资额推高至184.79亿元，但其持股比例仍由20.91%微降至19.64%，仍为中国商 飞第二大股东。中国航空工业集团、中国宝武钢铁集团及中国国新控股分别注资15亿元、 编辑丨张伟贤 视频 丨 王学权 国产大飞机C919进入规模化交付的关键节点，其制造主体获得了成立以来最大规模的资本加 持。 国家企业信用信息公示系统显示，中国商用 ...

Core Viewpoint - The domestic large aircraft C919 has reached a critical milestone for large-scale delivery, with its manufacturing entity, COMAC, receiving significant capital support, increasing its registered capital from approximately 50.1 billion RMB to about 94.1 billion RMB, an increase of approximately 88% [1] Capital Increase Details - The capital increase involved contributions from various stakeholders, with the State-owned Assets Supervision and Administration Commission (SASAC) leading with an investment of nearly 25 billion RMB, raising its shareholding to 53.08% [2][3] - Other stakeholders, including Shanghai Guosheng, Aviation Industry Corporation of China, and China Aluminum Corporation, also increased their investments, indicating strong support for the aircraft manufacturing project [3] Shareholding Structure Adjustment - Following the capital increase, the shareholding structure of COMAC has undergone significant changes, with SASAC establishing a dominant position [3] - Shanghai Guosheng's shareholding decreased slightly despite a substantial investment, while other older shareholders experienced varying degrees of dilution [4] C919 Aircraft Development and Operations - The C919, China's first independently developed jetliner meeting international airworthiness standards, has begun commercial operations, with 26 aircraft delivered and over 200 million passenger trips completed [5][6] - The aircraft has received over a thousand orders from various airlines and leasing companies, highlighting the demand and potential for growth in production capacity [6] Future Production Plans - COMAC aims to ramp up C919 production capacity to 150 aircraft per year by 2027 and further to 200 by 2029, alongside the development of the wide-body aircraft C929 [6] - The significant capital increase is expected to support future capacity expansion, technological upgrades, and service network development, reflecting a commitment to the long-term growth of China's civil aviation industry [6] Market Outlook - The Chinese aviation market is projected to grow significantly, with an expected annual passenger turnover growth rate of 5.25% over the next 20 years, leading to a demand for approximately 9,323 new jet aircraft [7][8] - By 2043, China's civil aviation fleet is anticipated to reach 10,061 aircraft, representing 20.6% of the global fleet, positioning China as the largest single aviation market globally [7][8]

21世纪经济报道记者 彭新 国产大飞机C919进入规模化交付的关键节点，其制造主体获得了成立以来最大规模的资本加持。 国家企业信用信息公示系统显示，中国商用飞机有限责任公司（下称"中国商飞"）近日发生工商变更， 注册资本由约501.01亿元人民币大幅增至约940.98亿元人民币，增幅约88%。 中国商飞其他老股东持股比例出现不同程度摊薄。上海国盛（集团）作为地方国资代表，虽注资80亿元 将出资额推高至184.79亿元，但其持股比例仍由20.91%微降至19.64%，仍为中国商飞第二大股东。中国 航空工业集团、中国宝武钢铁集团及中国国新控股分别注资15亿元、15.64亿元和7.56亿元，持股比例相 应回落至6.90%、3.85%和1.86%。中国中化则因未参与本轮增资，股权占比稀释至2.2%。 中国商飞成立于2008年3月，总部位于上海，是实施国家大型飞机重大专项中大型客机项目的主体，也 是统筹干线飞机和支线飞机发展、实现中国民用飞机产业化的主要载体，旗下拥有C909支线客机、 C919干线客机两款自主研制的商用机型。 此次中国商飞巨额增资正值国产大飞机C919开启商业运营并步入规模化交付的关键时期。C919是 ...