C919 Complete the "Flower of Industry" to complete the test flight of evidence.

Author:Securities daily Time:2022.08.02

Reporter Li Qiaoyu

China Commercial Flying Officer Wei announced on August 1 that the domestic large aircraft C919 completed the test flight.

Zou Jianjun, a professor at the School of Civil Aviation Management Cadres, told the "Securities Daily" reporter, "Completing the test flight of evidence collection means that C919 has completed all the test flights including functional reliability test flights."

"The delivery of the first C919 and COMIC are likely to be realized within the year." Zhao Xin, CFO, Zhongguancun E Valley, told reporters.

The domestic airline fleet pattern is expected to change

"From the perspective of accelerating the development of civil aircraft manufacturing and accelerating the integration of aviation manufacturing and the integration of aviation transportation, the future C919 should be an important target of domestic narrow -body machines." In Zou Jianjun Recently, this means that the domestic airline's fleet structure may change. "

China China China Eastern Airlines has disclosed an additional announcement that it plans to raise 15 billion yuan to introduce 38 aircraft and other matters. The models include 4 domestic C919 aircraft. The announcement shows that the unit price of domestic large aircraft C919 was US $ 99 million, equivalent to about 653 million yuan. According to the information of the official website of China, C919 has received a total of 28 customers of 815 customers.

As the C919 is put into use, the narrow -body aircraft of the C919 may set off waves. Zhao Xin told reporters that in the short term, the C919 output will limit its market share growth. In the long run, C919 is expected to obtain 1/3 of the market share in the narrow passenger aircraft track. "Situation.

After completing the test flight, the C919 may still have a long way to go. Zhao Xin emphasized that after the delivery of the C919, the operation and maintenance and customer service of the new aircraft also need to establish a complete system. To create a new user manual, C919 takes half a year to one year from the maturity of the operation to the operation.

"C919 has significant significance to lead and boost confidence in the Chinese aviation industry chain." In Zou Jianjun's view, the completion of the C919 to complete the testing flight may promote the Chinese machine manufacturing industry to enter the fast lane, thereby accelerating the aviation manufacturing and aviation transportation The integration and development of the industry has further enhanced the international competitiveness of the Chinese aviation industry.

At present, single -channel narrow -bodies are the main passenger aircraft of domestic routes and short -range international routes. Market forecast data shows that in the next 20 years, my country ’s demand for narrow -body passenger aircraft like C919 will be about 300 per year. "In the future, the market share of C919 depends on its delivery speed," Zou Jianjun told reporters.

Zhao Xin said that in the future, domestic demand for narrow -body machines is very large. For COMAC, mass production still has challenges, and whether it can quickly achieve C919 is worthy of attention.

It is also reported that COMAC also submitted an application for airworthiness to the European Aviation Safety Agency (EASA) and obtained EASA acceptance.

"C919 will face important international tasks, obtain a airworthiness certificate from other countries or regions, and officially join the ranks of single -channel passenger planes." Zou Jianjun said that at the current stage, C919 must be valid in the country. Having a good safe flight record is the key to participating in international competition.

It is expected to drive the trillion yuan market

The news of C919's completion of evidence testing has inspired the enthusiasm of the securities market. On August 1, the large aircraft sector index opened high, up by 0.82%as of the closing. In terms of individual stocks, Yinbang Co., Ltd. rose 16.48%; Saixiang Technology and Lihang Technology daily limit.

The aviation manufacturing industry is known as the "flower of the industry", with long industrial chain, and integrates technologies in many industrial fields such as science, chemistry, electronics, and aerodynamics.

Some brokerage research reports show that the large aircraft industry chain has a long production chain and has a high added value. Around the offline and mass production of the C919, the overall aircraft industry chain has giving birth to trillions of space.

"Aviation manufacturing is a concept of large integration, which can achieve a large streaming effect on mechanical and electrical, materials, etc." Zhao Xin said that with the gradual increase in the subsequent delivery volume, the performance of the large aircraft industry chain related listed companies will be able to pre -pre -can be able to be able to be able to be able to be capable It plays a relatively obvious lifting effect.

The relevant person in charge of AVIC Electronics told the Securities Daily that the company's subsidiary provided products for C919. In the future, with the further implementation of C919 COMAC, it will have a positive impact on the improvement of the company's performance. The person in charge admits that the company's revenue is relatively stable, and it will intend to increase the proportion of domestic large aircraft related businesses in the future.

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