Domestic large aircraft C919 or issuing a flight certificate this month

Influenced by the domestic large aircraft C919 or the news of the airworthiness certificate on September 19, in the afternoon of September 13, the concepts of domestic large aircraft concept stocks rose up. More than 8%, individual stocks such as Stone Aviation, Chujiang New Materials, and Hangfa Technology rose collectively.

Domestic large aircraft C919 or issuing a flight certificate this month

Data from Fei Changzhang APP shows that on the morning of September 13, two C919 flew from Shanghai to Beijing. The registered number of the two C919 passenger aircraft was B-001F and B-001J, respectively. They took off from Shanghai Pudong International Airport at 9:6: 40, and arrived at Beijing Capital International at 10:51 and 11.24 respectively. Airport.

According to the Huaxia Times, many people close to the Chinese COPCC revealed that according to the current plan, on September 19, the China Civil Aviation Administration will issue a flight check certificate to C919 in Beijing, which also means that the model will start to start Delivery to operators. According to the current plan, the first machine will be delivered to the first operator China Oriental Airlines Co., Ltd. before the end of the year, and China Eastern Airlines may put the new machine into operation for the first time in the first quarter of 2023.

It is reported that the C919 is the first time that my country has its own self -line jet passenger aircraft designed, developed and manufactured in accordance with international civil aviation regulations, and has independent intellectual property rights. According to the official website of China Commercial Fei, C919 already has a total of 815 orders for 28 customers. At the same time, according to the announcement of China China China Eastern Airlines in May, China Eastern Airlines proposed the total amount of funds raised by non -public issuance (including issuance expenses) of not exceeding RMB 15.000 billion to introduce 38 aircraft projects, including 4 C919, with a unit price of 653 million Yuan RMB/frame.

According to the First Financial News, COMAC has also submitted an application for flights to the European Aviation Safety Agency (EASA) for the C919 aircraft to prepare for potential export orders and obtain EASA acceptance.

Everbright space in the industry chain may gradually open

Guohai Securities said that C919 is the most demand in the civil aviation passenger aircraft market, and its development is of great significance. The completion of the test flight means that the C919 large aircraft independently manufactured in my country may be about to enter the commercial flight stage, and the trillion space of the domestic large aircraft industry chain may gradually open.

Institutional reports stated that from the perspective of the perspective of the industrial chain, the industrial chain of large passenger aircraft has a long length and high complexity. After the value of the manufacturing link is split, it can be found that the body manufacturing, engine, and airborne equipment account for 30%-35, respectively. %, 20%-25%, 25%-30%, the remaining systems such as interior accounted for 10%-15%. Among them, the aviation industry group mainly participates in the mechanical manufacturing link, such as the development of the C919 radar hood, head, fuselage, wing, vertical tail and other body components, accounting for more than 90%of the large passenger aircraft body. However, the current degree of participation of mechanical and electrical, avionics, and avionics is limited.

According to AVIC Securities, the long -term investment opportunities in the field of civil aircraft lies in areas with larger space for domesticization, such as high -end processing, power system, and vehicle carrier systems. The growth and growth of the industry will produce a group of outstanding companies with international advanced levels in these fields, forming my country's own civil aircraft industry chain, driving the overall development of my country's high -end manufacturing industry.

List of related listed companies

● AVIC Shen Fei: Supplier qualifications such as rear fuselage, vertical tail, engine hanging, APU cabin door and other components.

● AVIC: The company is the core supplier of domestic civil C919 aircraft and ARJ21 aircraft.

● Hongdu Airlines: Responsible for the production and development tasks of the front body, the middle and back fuselage, and the corresponding cabin portal parts.

● Western superconducting: Provide titanium alloy rods for C919 aircraft, and provide high -temperature alloys for domestic engines. Guangwei Fuwa: The company participated in the C919 domestic alternative verification with the downstream component customers. The main product T300 carbon fiber and flame retardant pre -immersion have been pre -approval by the Chinese COMAC PCD.

● Chujiang New Material: Subsida Tianshu High -tech is the only supplier of C919 aircraft carbon brake prefabrication.

● Haohua Technology: The company's Shuguangyuan has the development of domestic production and development of the Domestic large aircraft C919 tires. It has been completed. In addition, the company's products will provide supporting tires, replacement tires and tire renovation services for domestic large aircraft C919.

● AVIC Hi -Tech: The company's carbon brake product technology has been successfully applied to C919 large aircraft. This product can meet the performance requirements of C919 large aircraft.

● Sichuan Jiuzhou: The company is a domestic first -level supplier of C919 large passenger aircraft, and has undertaken the development and delivery task of the C919 cabin broadcasting subscription subsystem.

Source: Xinhua Finance Client

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