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一口气购买100架,东航和商飞签署大单,C919大飞机迎来突破/Buy 100 aircraft in one go, China Eastern Airlines and COMAC sign bi


据央视财经频道报道,中国东方航空公司与中国商飞在上海正式签署协议,东航从商飞正式购买100架C919客机,这是东航在2021年与商飞签署首批5架订单后,签署的第二批订单,也是中国商飞迄今为止收获的最大的一笔C919订单。

对于东航和中国商飞签署的这笔订单,很明显意味着C919的性能达到乃至超过了商业运行的要求,毕竟从单纯的民航飞机商业运行逻辑来看,各航司不可能买一款性能不达标、经济性不好、可靠性比较差的飞机,毕竟以目前民航业的机队利用率看,你的飞机如果不飞,单纯停场就会亏本,如果因为可靠性较差而飞的不多、每日航段数量少也会亏本,如果你的飞机耗油率高那还是一样亏本,没有航司会买越飞越亏的飞机。

而从C919客机01、02号量产型的实际运用情况看,从2023年5月完成C919的首个商业航班以来,C919的可靠性表现很好,尤其是在可靠性表现上,据说可靠性已经相当于ARJ21-700运行数年后、逐步离开澡盆曲线左侧后的表现,对于一款新机型来讲达到这个水平非常了不起,也让C919有了进一步扩大交付的底气,东航在运行了半年后就签了C919的100架订单,是对C919性能的最好证明。

同时,除了东航,接下来还要看其它各大航会不会同样下C919的订单,尤其是作为行业领头羊的CA,CZ和HU,以及部分机型相对单一的航司——比如机队以波音为主的厦航。

如果这些航司能够再各下100架订单,那C919这个型号基本上就稳了,绝对会成为A320和B737之后的第三款十分成功的双发单通道干线客机,现在唯一的问题就是C919的交付能力,毕竟相对于每个月交付量可以达到70架的空客和交付量可以达到50多架的波音,C919的交付量还是太少,明年只打算给东航交付5架,2031年才打算给东航交付20架,这让中国的民用飞机生产能力,距离我们期望的“像造汽车一样造飞机”,这差的还有点儿远了,还是希望商飞加加油,给点力,让我们早日看到更多的、数百上千架C919,飞行在祖国的蓝天上。

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According to CCTV Finance Channel, China Eastern Airlines and COMAC have officially signed an agreement in Shanghai, and China Eastern Airlines has officially purchased 100 C919 aircraft from COMAC. This is the second batch of orders signed by China Eastern Airlines after signing the first five orders with COMAC in 2021, and also the largest C919 order received by COMAC to date.

For this order signed by China Eastern Airlines and COMAC, it is clear that the performance of the C919 meets or even exceeds the requirements of commercial operation. After all, from the perspective of pure commercial operation logic of civil aviation aircraft, it is impossible for airlines to buy an aircraft that does not meet the performance standards, has poor economy, and has poor reliability. After all, based on the current fleet utilization rate of the civil aviation industry, if your aircraft does not fly, simply parking will result in a loss, If you fly less and have fewer daily segments due to poor reliability, you will also lose money. If your aircraft has a high fuel consumption rate, you will still lose money. No airline will buy more and more planes that are losing money.

From the actual application of the production models 01 and 02 of the C919 aircraft, it can be seen that since the completion of the first commercial flight of the C919 in May 2023, the reliability of the C919 has performed very well, especially in terms of reliability performance. It is said that the reliability has been equivalent to the performance of the ARJ21-700 after several years of operation and gradually leaving the left side of the bathtub curve. For a new model, achieving this level is very impressive, and it also gives the C919 the confidence to further expand delivery, China Eastern Airlines signed an order for 100 C919 aircraft after six months of operation, which is the best proof of C919 performance.

Meanwhile, in addition to China Eastern Airlines, the next step is to see if other major airlines will also place orders for the C919, especially industry leaders CA, CZ, and HU, as well as some airlines with relatively single aircraft models, such as Xiamen Airlines, which has a fleet dominated by Boeing. 

If these airlines can place an additional 100 orders each, then the C919 model will be basically stable and will definitely become the third highly successful dual engine single channel mainline aircraft after the A320 and B737. The only problem now is the delivery capacity of the C919. After all, compared to Airbus, which can deliver 70 aircraft per month, and Boeing, which can deliver over 50 aircraft, the delivery volume of the C919 is still too small. Next year, we only plan to deliver 5 aircraft to China Eastern Airlines, We only plan to deliver 20 aircraft to China Eastern Airlines in 2031, which means that China's civilian aircraft production capacity is far from what we expected to be "building airplanes like cars". We still hope that COMAC can refuel and give us some strength, so that we can see more, hundreds or even thousands of C919 aircraft flying in the blue sky of our motherland as soon as possible.



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