① The agency pointed out that large domestic aircraft have entered the mass production and delivery stage, and are expected to enter a golden period of development from 1 to 100. ② According to estimates by Zheshang Securities, the total value of the domestic passenger aircraft market is estimated to be nearly 3 trillion yuan in 2021-2040, with a compound growth rate of over 20% and a market share of over 30%.
The agency pointed out that large domestic aircraft have entered the mass production and delivery stage, and are expected to enter a golden period of development from 1 to 100. Recently, at the China Southern Airlines performance briefing, Chen Weihua, the company's director said that the China Southern Airlines board of directors has reviewed and passed a bill to purchase 100 C919 aircraft. Based on the results of communication with COMAC, it is expected that the first aircraft will be introduced in August.
The C919 large passenger aircraft is the first jet mainline airliner developed by China in accordance with internationally accepted airworthiness standards and has independent intellectual property rights. It has 158-192 seats and a range of 4075-5555 kilometers. China is one of the largest aviation markets in the world. It already has a good foundation for the aviation manufacturing industry. Chinese commercial aircraft have entered the fast track of development with the help of policy and industry partnerships. Cinda Securities said that the development of large aircraft will have a driving effect on national economic growth, and the large aircraft industry chain is ready to go. According to COMAC's forecasts, China is expected to become the world's largest single aviation market by 2040. China's aviation market will receive 9084 airliners in 2021-2040, of which single-aisle airliners account for 69%. According to estimates by Zheshang Securities, the total value of the domestic passenger aircraft market is estimated to be nearly 3 trillion yuan in 2021-2040, with a compound growth rate of over 20% and a market share of over 30%.
According to the Finance Federation's theme library, among the relevant listed companies:
China Airlines Xifei said that the C919 aircraft is a product of China Commercial Aircraft Co., Ltd., and the company is one of the largest suppliers of airframes and undertakes the task of manufacturing the C919 aircraft's outer wing case, middle fuselage (including the central wing), flaps, ailerons, and sewing kits.
Guanglian Airlines undertook the R&D and manufacturing tasks of the main molding tooling for C919 composite products during the aircraft development stage and the finalization stage. Currently, it mainly supplies it with metal structural parts for the fuselage, such as various types of long girders, frames, beams, and reinforcements.