中国交通行业：国内商用飞机专家电话会议核心要点-China Transport Sector_ Expert Call Takeaways on Domestic Commercial Aircraft

ab 13 March 2026 First Read China Transport Sector Expert call takeaways on domestic commercial aircraft Key takeaways from the expert call We hosted an industry expert call on the scale-up and supply chain development of China's domestic commercial aircraft. Key takeaways are: 1) large-scale deliveries of the C919 depend on the commissioning of its Phase II production line, with geopolitical supply chain risks being the core constraint on production ramp-up; 2) The current localization rate of C919 is c60% ...