htmlOn October 27, Boeing released the 2022 "China Civil Aviation Market Outlook", predicting that China's civil aviation industry will need 8,485 new aircraft to serve passenger travel and trade development in the next 20 years, accounting for more than one-fifth of the global aircraft delivery volume during the same period.Reporter Xue Bingbing
data shows that the 8485 new aircraft include regional jets, single-aisle aircraft, wide-body aircraft and cargo aircraft. Among them, the demand for single-aisle aircraft is 6370, and the demand for wide-body aircraft is 1570, accounting for 75% and 19% respectively.
Every year, Boeing will release forecasts for the future future of the global and Chinese markets. Compared with the previous two years, the latest release of aircraft demand in China's civil aviation market has been reduced. In November 2020, Boeing predicted that Chinese airlines will purchase 8,600 aircraft in the next 20 years. In September 2021, Boeing adjusted this number to 8,700, while this year's forecast volume has slightly decreased, downgraded by more than 200 aircraft.
Globally, about half of the new aircraft are introduced by airlines to replace old aircraft, and the other half meets the new aviation travel needs. However, in China's civil aviation market, this proportion is significantly different.
Boeing Civil Aircraft Group China marketing director Tang Rui said: "About one-third of the new aircraft that China needs meets replacement needs, and the other two-thirds meets new needs. This also reflects that compared with the global average, the Chinese civil aviation market has more room for new needs in the future."
from the competition worries of Airbus and COMAC ?
According to the forecast data released by Boeing today, the current scale of my country's civil aviation fleet is about 3,900 aircraft, which will grow to more than 9,600 aircraft by 2041. The growth scale in 20 years has more than doubled, with a total value of US$1.5 trillion.
Faced with such huge market space, how much market share can Boeing aircraft occupy and how will the competitive landscape change?
In response, Tang Rui, marketing director of Boeing Civil Aircraft Group China, responded to Interface News that the above forecast figures are aimed at the demand of the entire market segment. "It includes the number of aircraft that each supplier may provide in this market segment, and we will not predict the specific market share."
Despite this, the pressure brought by another aircraft manufacturing giant Airbus and emerging competitor COMAC is still difficult to ignore.
In July this year, the three major airlines issued announcements one after another, announcing the purchase of A320NEO aircraft from Airbus, with a total order of nearly 300 aircraft. Among them, the number of , China Eastern Airlines purchased is up to 100 aircraft, and the catalog price is US$12.796 billion.
htmlIn September, after completing all airworthiness certification, the domestic large aircraft C919 obtained the model certificate issued by the Civil Aviation Administration and will deliver the first aircraft to China Eastern Airlines in December 2022. The data currently released shows that C919 has 28 customers, a total of 815 orders, and domestic customers include the three major airlines, HNA, Sichuan Airlines , Hebei Airlines, etc. At today's press conference, Tang Rui, marketing director of Boeing Civil Aircraft Group China, said: "First of all, COMAC C919 has obtained a model certificate, which is a very important milestone. We congratulate you."He also mentioned that Boeing and COMAC are very close partners. For example, Boeing's 737 completion and delivery center at Zhoushan is one of the exemplary projects in cooperation with COMAC.
Boeing also mentioned: "Boeing is an aviation manufacturing company with a history of more than 100 years. Competition is normal for us, so we are not afraid of competition. Competition also promotes the entire industry and can promote us to provide better products and services."
2022 marks the 50th anniversary of Boeing in China. In 1972, China ordered the first batch of 10 Boeing 707 aircraft to update the civil aviation fleet and expand the international route network. Over the past 50 years, more than 2,000 Boeing aircraft have been delivered to Chinese users. Tang Rui said, "Boeing is very proud to have the opportunity to participate in the development process of China's civil aviation market from small to large and large to strong over the past 50 years."
's loss expanded in the third quarter, and 787 Dream passenger plane has resumed delivery
The day before this press conference, Boeing ( New York Stock Exchange code: BA) released its third-quarter financial report, with revenue increasing 4% year-on-year to US$16 billion, but the net loss increased by more than 25 times compared with the same period last year, recording a loss of US$3.3 billion , the loss in the same period of 2021 was US$132 million.
Regarding the decline in performance, Boeing explained in its financial report that the losses of defense development projects have seriously affected revenue and profits. In the third quarter, Boeing lost $2.8 billion on some fixed-priced defense development projects, which are accompanied by high production and manufacturing costs, supply chain costs and technical difficulties.
Boeing President and CEO David Calhoun said: "We are still in a challenging environment. "
Although the losses caused by the defense business are serious, Boeing's commercial aircraft sector has also made some progress. In the third quarter, commercial aircraft revenue increased to US$6.3 billion, with an operating profit margin of 10.3%, mainly due to the resumption of 787 passenger aircraft and the increase in the number of 737 aircraft delivery.
In late August this year, Boeing resumed the delivery of 787 Dreamliner aircraft. Boeing said that the company has undergone a comprehensive review and Ensure that each aircraft meets the company's highest safety standards. However, the planned productivity of this model is still very low, and it is expected to gradually recover to 5 aircraft per month over time. In terms of the overall delivery data of
, in the third quarter, Boeing delivered a total of 112 aircraft, including 88 737 aircraft, 9 787 aircraft, 6 777 aircraft and 9 767 aircraft, an increase of nearly 30 aircraft compared with the same period last year.
