2025年全球市场预测

Airlines in all regions are at or above 2019 levels Air transport is an essential contributor to the economy Air transport is an essential contributor to society Offering safe andconvenient connectivityfor all Critical forislandsand landlocked nationsand remote area Air travel continues to become more accessible Growing GDP per capitaand improving airtransportaffordabilityhave Vietnamese traffic 7.5x in 20 years Airbus commitments to sustainable aviation growth We invest inpioneeringtechnologies, to Latest generation aircraft Latest generation aircraftare delivering up to25%better fuelefficiency and lowerCO2emissions thanprevious generationaircraft Decarbonisation levers for aviation 54%of fuel per RPKsince 1990 Short term in perspective Material butlimitedshort-term impact on theglobal economy Lower oil pricespositivelyimpacting airlinesʼ costs Early signs show limitedimpact on air transport GDP, trade and population are the main drivers of air traffic growth Air transport is increasingly affordable Improved aircraftproductivitytechnology enablecost reduction Air transportaffordabilityexpected to continue to Passenger traffic forecast Continuing reboundover next 23 yearstrending towardslong-term growth rate~3.6% CAGR Propensity to travel linked to development and geography 2024 yearly trips per capita Top 20 traffic flows in 2044 Modest traffic growth in mature flows… makes new long thin routes viable Proving its versatilityoperating from regional In service since October 2024 1,361Flight Cycles8,0774thof June 2025 Continuous market shift toward Asia and Middle East Demand for 43,420 passenger and freighter aircraft Fleet willalmostdoublein the next 20 Higher proportion of newdeliveries 44%) willreplaceolder, lessfuel-efficient aircraft Demand for 43,420 new passenger and freighter aircraft Takeaways Passenger TrafficLong Term CAGRFleet in serviceend-2024Fleet in serviceend-2044New Deliveries20252044 by people and business“