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C919首飞打开万亿元市场预期 幕后供应商利润有望大幅改善

2017-05-08 13:05:58   中国经济网

原标题:C919首飞打开万亿元市场预期 幕后供应商利润有望大幅改善

长久以来,国内航空公司的干线大客机都依赖从国外购买,而国际大飞机市场被波音和空中客车两大巨头牢牢占据,国内航空公司在议价过程中很被动。而随着C919的成功首飞,将有望打破波音公司和空中客车市场垄断地位。

“C919首飞对我国航空工业意义非凡。”有航空业专家对《证券日报》记者表示,C919首飞体现了我国在航空材料、航空机载等高端装备领域的研发能力。C919成功进入市场后,总销量有望达到2000架次左右,将开启一个规模达万亿元的市场。

在其看来,C919首飞是我国装备制造业发展的一个里程碑,充分显示了“集中力量办大事”的体制优势。同时,飞机制造业具有很高的技术附加值和产业连带效应,一个大飞机研制项目能直接或间接带动成百上千家企业的发展,对带动相关产业发展升级有着重大作用。

首飞即获570架订单

欲打破波音空客两强格局

5月5日,中国商飞C919飞机成功完成了79分钟的首飞,标志着该架150座级客机的认证飞行试验项目正式启动。

截至目前,C919机型已获得全球23家用户的570架订单,其中,平安金融租赁、建信租赁的订单数量最大,均达到50架,工银租赁和农银租赁的订单数量均为45架。其他主要客户还有中国国航、东方航空、南方航空等公司。有分析人士指出,对于一个首飞机型能拿到如此订单总量,成绩可观。

正因如此,记者注意到2017年第一季度,中国商飞的预收款项明显增加,从期初的11.26亿元增至16.59亿元。而在2015年末,这一数据仅为5.17亿元。

事实上,从全球大飞机市场竞争格局来看,C919的首飞仅是第一步。“接下来,国产大飞机运行的经济性、安全性还有待市场进一步检验,还需要取得国家民航局、美国联邦航空局(FAA)、航空公司等的认可和支持。”前述专家表示。“首飞后就要等适航验证了,具体的时间不太清楚。”

据了解,下一步C919还将需要完成首飞和适航取证工作。中国商飞相关人士在接受媒体采访时表示,国产大飞机取证之后将开始批量生产,希望前期每年生产20架,之后50架,到2020年将具备150架C919大型客机和50架ARJ21-700飞机的年批生产能力。

同时,国产大飞机也得到了来自政策层面的大力支持。今年6月份,中国民航总局局长李家祥明确表示,民航局将制定一揽子支持政策,鼓励使用国产民机和机载设备,不断提高适航审定能力,积极拓展双边适航,加强国际合作,全力支持国产民机产业发展。

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