Source: Nikkei Chinese Network
Boeing's small passenger aircraft 737mAX successive accidents have begun to affect cheap aviation companies (LCC) and aircraft procurement plans for aviation companies in emerging markets.Between ordering the model of the model, the hint of the adjustment plan began to appear. On the other hand, aircraft manufacturers in China and Russia who want to get involved in the business field want to take this opportunity to get orders.In the small passenger aircraft market that is regarded as the main battlefield of the passenger aircraft, the two strong systems of Boeing and European Airbus may be shaken.
As the authorities of various countries ban 737max, aviation companies replace the flights of the model into other models.Among the global passenger planes, 737max accounts for about 2%.There is no serious confusion now.However, aviation companies, which were originally scheduled to introduce this model, began to suggest that they would adjust their procurement plans.
Southeast Asian aviation companies, which began to act, are mainly expanding aviation demand.On March 13, a senior executive of Indonesian Eagle Airlines, Indonesian Airlines, who to be delivered to the order, said that they are discussing adjustment of procurement plans.Vietnamese Low Airlines Vietnam Airlines, which introduced the first Boeing aircraft, also showed that it would re -discuss the procurement plan.
In addition to these two aviation companies, Indonesian Lion Airlines, which encountered the first 737max air crash in October 2018, was also reported that the order may be adjusted.Lion Air has nearly 190 737max to be delivered, and is the fourth largest customer of Boeing among the world's aviation companies.
Although no aviation companies have officially decided to cancel 737max orders, at present, other options are basically only Airbus's A320 series.Judging from the actual sales of 2018, the 737 sales including the previous generation model were 580, and the A320 was 626.
The number of seats in 737 and A320 is about 170, which is larger than the 90 MRJ aircraft developed by Mitsubishi Heavy Industry.It accounts for 65%of the global passenger aircraft, and it is mostly purchased by continuously growing low -aging companies.Most of the small airlines purchased a large number of small passenger planes in this model, reducing maintenance and other costs through high frequency flights.The aging body update also chooses the successor model of the same manufacturer.
For example, 737mAX and the previous generation model 737NG have more components.Aviation companies can reduce the inventory of maintenance parts and shorten the training time of pilots.Therefore, it is difficult to change to other aircraft manufacturers once it is decided.However, if the movement of the introduction of 737max will be expanded, there will be room for other aircraft manufacturers to take advantage of it.
As a Boeing competitor, Airbus remained silent about the crash of the Boeing aircraft.The stock price of Airbus rose nearly 7%compared to the second 737max air crash, and the A320 was already in a full load production status of about 50 aircraft.According to French media, Airbus cannot quickly increase the delivery, and the number of delivery is close to 6,000, and the growth effect of performance is relatively limited.
It is a new model developed by China and Russia to challenge the two giants.
Affected by the ban on the 737mAX accident, Wu Guanghui, the chief designer of the small machine C919 and the deputy general manager of the Chinese Commercial Aircraft (COMAC) of the same volume, said in an interview with the Chinese media that it is currently applying for the European Airlines Certificate and strive to use 3 to 4 to 4The year of time to complete the proven collection of airworthiness, emphasizing the attitude of entering the world market.
C919 was successful in the trial flight in 2017.Strive to obtain a airworthiness certificate from the Chinese aviation safety department by 2021.If the European authorities can obtain the aviation certificate of the European authorities, the trust of the body will be improved.In 2016, China put ARJ21 (60-90 seats), which competed with MRJ in 2016, but currently only flying in China.Including emerging aviation companies overseas, C919 is considered to have received 800 orders, and the European Airlines Certificate has become a test gold stone that can be delivered overseas.
Russian -owned aircraft manufacturer, Irkut, is developing the same size passenger aircraft MS21.Strive to obtain a availability in 2020.The first flight was successful in 2017, and the test flight of the third aircraft began on March 16.
Irkut will sell with the former Soviet country in Russia, and is scheduled to sell 1,000 in the 2030s.However, in the context of European and American sanctions on Russia, procurement components outside the former Soviet Union were restricted, and the development time and cost seemed to expand.
At the technical level, the leading position of Boeing and Airbus 2 giants will not easily collapse. However, due to a continuous accident, the possibility of rising aircraft manufacturers in China and Russia has emerged from the middle period.
