domestic aircraft take off intensively, driving china’s trillion-dollar manufacturing industry chain
2024-10-03
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on the eve of national day, the first domestically produced c919 aircraft of air china and china southern airlines were put into commercial operation. together with the c919 of china eastern airlines, which has been in operation for more than a year, the domestically produced large aircraft officially entered a new stage of multi-user operation.
earlier, the domestic regional aircraft arj21 took the lead in flying into the sky, and is currently operated by 8 users at home and abroad. the manufacturer of both domestic models is comac, and there are more parts and raw material companies integrated behind them.
as more and more airlines accept domestic aircraft, comac has also begun to enter the mass production stage, and the increase in output also means that more parts and raw material companies will share the "cake" of domestic aircraft manufacturing.
fly to more cities
the c919 aircraft is a large civil jet aircraft independently developed by my country in accordance with international civil aviation regulations and with independent intellectual property rights; the arj21 aircraft is my country's first new medium- and short-range turbofan regional aircraft independently developed in accordance with international civil aviation regulations and with independent intellectual property rights.
currently, air china's c919 aircraft mainly flies on the beijing-shanghai and beijing-hangzhou routes, while china southern airlines' c919 aircraft mainly flies on the guangzhou-shanghai and guangzhou-hangzhou routes. the c919 aircraft of the two companies basically fly four stages every day.
it is worth noting that when china eastern airlines received the world's first c919, it had been flying at a rhythm of two sections a day for a long time. this also made the daily utilization rate of china eastern airlines' c919 last year only 5.03 hours. compared with the same level of boeing 737 and there is a big gap in the daily utilization rate of the airbus 320 series for more than 8 hours.
the c919 aircraft of air china and china southern airlines flew four sections a day in the early stage of receiving them. this is not unrelated to the experience accumulated by china eastern airlines’ c919 flight for one year and the improvement of domestic aircraft maintenance capabilities. as the flight hours increase, the stability of domestic aircraft is also increasing.
on may 28 last year, china eastern airlines' c919 was the first to be put into commercial operation. it has accumulated more than 10,000 safe flight hours, carried out more than 3,700 commercial flights, and carried more than 510,000 passengers. the flight route has also been expanded to shanghai hongqiao-chengdu tianfu. , shanghai hongqiao-beijing daxing, shanghai hongqiao-xian xianyang, shanghai hongqiao-guangzhou baiyun, xi'an xianyang-beijing daxing five.
arj21, operated by more airlines, has visited more cities, including overseas in indonesia.
according to the reporter’s understanding, there are 7 domestic passenger airlines, chengdu airlines, genghis khan airlines, jiangxi airlines, air china, 123 airlines, china southern airlines, and china airlines, operating arj21 aircraft. many airlines have placed this model on xinjiang and inner mongolia markets, while foreign user liya airlines uses arj21 aircraft for transportation between indonesian islands.
according to the latest statistics from flight manager, the number of regional aircraft currently in operation, arj21, has increased by 27 compared to 2023. most of the top 10 outbound routes from regional airports are mongolia-nairobi and xinjiang routes, among which yining, xinjiang ranks first in terms of takeoffs and landings.
production line expansion
reporters learned from air china and china southern airlines that both companies plan to receive three c919 passenger planes this year. the second and third aircraft are planned to be received after the national day, and the flight routes will be further expanded to chengdu and other places.
in addition, hna aviation group's jinpeng airlines plans to receive its first c919 passenger aircraft in the fourth quarter of this year, and china eastern airlines revealed in its semi-annual report that it will receive 4 more c919 aircraft in the second half of the year, which means that comac will produce at least 10 c919 aircraft this year. there are c919 aircraft on the left and right.
this delivery pace is still far behind the hundreds of aircraft delivered by airbus and boeing. according to data disclosed by the two companies, airbus delivered 142 civil aircraft in the first quarter of this year, including 116 a320 series aircraft. the company expects aircraft delivery to reach 800 in 2024, and plans to reach monthly production in 2026 75 a320 series; boeing's 737 deliveries dropped due to well-known problems, but its monthly production in the first quarter was also 38.
in this regard, relevant personnel from comac once revealed to reporters that the delivery rhythm of any newly developed aircraft is from small batch delivery to large batch delivery, and the increase in production is also a slow process.
regarding the future production capacity planning of the c919 aircraft, zhang yujin, deputy general manager of comac, revealed last year that the plan for the c919 is to achieve an annual production capacity of 150 aircraft in the next five years.
currently, comac is already planning to expand the c919 production line. according to information disclosed by the aviation industry planning institute, the second final assembly line is located in pudong new district, shanghai, with a total construction area of approximately 330,000 square meters, mainly including the main assembly plant of the main passenger headquarters, the main parts warehouse of the main passenger unit, outdoor roads, greening, the construction content such as apron covers many aspects such as production line construction, process optimization, equipment upgrading and improvement of related supporting facilities. the completion of the project will meet the future mass production needs of the c919 large passenger aircraft, effectively improve the production efficiency of the c919 large passenger aircraft, and provide a strong guarantee for the commercial operation and market competition of domestically produced large aircraft.
share the domestic aircraft industry chain
large aircraft are known as the crown of modern manufacturing industry. they are technically difficult and have a long industrial chain. wang yan, the captain of air china's c919 maiden flight, told reporters that when he saw the c919 aircraft for the first time, he was filled with pride, "this is a large mainline passenger aircraft completely independently developed by us chinese. every detail of it is exquisite." represents the highest level of china’s aviation industry.”
according to the reporter's understanding, domestically produced large aircraft are mainly developed in accordance with the path of "chinese design, system integration, global bidding, and gradual improvement of localization." it is expected that by 2026, the number of local supporting suppliers and cooperative units in the large aircraft industry chain will reach about 150, and the scale of the large aircraft industry will reach about 80 billion yuan.
at present, a large number of local aviation manufacturing-related companies have participated in the domestic large aircraft industry chain, including many listed companies.
for example, in terms of raw materials, there are baosteel co., ltd. (600019.sh), china aluminum corporation (601600.sh), nanshan aluminum co., ltd. (600219.sh), fushun special steel (600399.sh), bao titanium co., ltd. (600456), etc. in.
according to the reporter’s understanding, china baowu steel group and chinalco are both founding shareholders of commercial aircraft corporation of china. baoti co., ltd. is the only titanium material supplier for domestic large aircraft projects, and has passed approvals from boeing, airbus, the quality system and product certification of many international giants such as rolls-royce in the uk, the european aerospace industries association and rmi in the united states.
in terms of parts and components, avic xac (000768.sz) is the largest airframe structure manufacturer of the c919 and is responsible for the development of key core components such as the fuselage and wings; aerospace huanyu (688523.sh) is responsible for the c919 composite horizontal tail, the vertical tail, rear fuselage and other components forming process equipment and semi-automatic production line development tasks; jianghang equipment (688586.sh) carried out the development and supporting of c919 oxygen system and inertization protection system; sichuan jiuzhou (000801.sz) undertook the development tasks of c919 cabin broadcast intercom subsystem and flight command vehicle.
in the shanghai lingang new area, there are currently a number of key domestic and foreign companies including comac, cnbm, and zhongfu shenying, covering parts of the industrial chain such as airframe structures, composite materials, commercial aviation engines, and airborne systems. core key links.
however, according to the reporter’s understanding, the engine part, which is the most technically difficult and valuable part in aircraft r&d and manufacturing, is currently powered by ge aerospace’s leap-1c engine for the c919.
as the main body of my country's research and development of aeroengines, the cj1000a engine developed by china aviation development corporation has been mounted on an engine general flight platform modified from the y-20 transport aircraft at the aviation industry test flight center for test flight. in the future, the domestically produced c919 large passenger aircraft is also expected to be installed. domestic "heart".
according to relevant research reports from gf securities, according to calculations by the aviation economics research institute of the civil aviation university of china, if the life cycle of a civil aircraft is 10 years, the contribution ratio of large aircraft to china's economic added value is 1:86, and the employment contribution ratio is 1:9.6 . based on the current large aircraft input-output ratio of 1:80, while maintaining the current c919 localization rate unchanged, domestically produced large aircraft are expected to bring a trillion-yuan market size to industry chain enterprises. as the localization rate increases, it will drive the industrial chain and supply chain to a new level.
(this article comes from china business news)
