您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [AIRBUS]:2025年全球市场预测 - 发现报告

2025年全球市场预测

信息技术 2025-09-26 AIRBUS 杨框子
报告封面

Airlines in all regions are at or above 2019 levels Air transport is an essential contributor to the economy $4.1 trtotaleconomic impact 3.9%of World GDP 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 Worldwide capacity Growing GDP per capitaand improving airtransportaffordabilityhavedemocratised airtransport Vietnamese traffic 7.5x in 20 years Network densification in fast-growing markets Airbus commitments to sustainable aviation growth 100%Offer up toSAF capabilityon our commercial aircraft We invest inpioneeringtechnologies, todrive down emissions,enhance efficiency andbuild for the long-term Reduce by46%the CO2emissions intensity*generated by our commercial aircraft Latest generation aircraft Latest generation aircraftare delivering up to25%better fuelefficiency and lowerCO2emissions thanprevious generationaircraft Decarbonisation levers for aviation Use decarbonisedenergy Use lessenergy 54%of fuel per RPKsince 1990 Aerodynamics Energyecosystem+ aircrafttechnology Aircrafttechnology Structures Hydrogen as fuel Propulsion Short term in perspective Material butlimitedshort-term impact on theglobal economy Lower oil pricespositivelyimpacting airlinesʼ costs Early signs show limitedimpact on air transporttraffic GDP, trade and population are the main drivers of air traffic growth In 2024 an aircraft was 50% more productive than in 2004 12,800pax a/c above 100 seats 162seats/flight 8.2hours/day1 22,380pax a/c above 100 seats 185seats/flight 10.2hours/day1 Air transport is increasingly affordable Improved aircraftproductivityandtechnology enableunitcost reduction Air transportaffordabilityisexpected to continue toimprove Passenger traffic forecast Continuing reboundover next 23 yearstrending towardslong-term growth rateof~3.6% CAGR Propensity to travel linked to development and geography 2024 yearly trips per capita(bubble size proportional to country population) Top 20 traffic flows in 2044 Modest traffic growth in mature flows… makes new long thin routes viable More than250new routescreatedthanks to the A220. A220 capable of UStranscon, Europe-MiddleEast/Central Asia,Trans-Asia operations Proving its versatilityoperating from regionalto long range missions In service since October 2024 7XLRs in service flyinglong range with Iberia,Aer Lingus and Wizz Air 1,361Flight Cycles8,077Flight Hours 4thof June 2025 Publicly announcedoralready flown routesJune 2025 …and stronger traffic growth in Asia and Middle East, led by India and PRC playing a key role in rapidly developing aviation markets Continuous market shift toward Asia and Middle East Unrivalled range capability, unique flexibility Demand for 43,420 passenger and freighter aircraft Fleet willalmostdoublein the next 20years Higher proportion of newdeliveries 44%) willreplaceolder, lessfuel-efficient aircraft Demand for 42,450 new passenger aircraft between 2025 and 2044 aircraft (inc. 970new-build freighters)share of totalnew deliveries21% 3.6%Passenger TrafficLong Term CAGR Fleet in serviceend-202424,730aircraft Fleet in serviceend-2044 Air transport drivenby people and business“ © AIRBUS (Airbus S.A.S., Airbus Operations S.A.S., Airbus Operations GmbH, AirbusOperations LTD, Airbus Operations SL, Airbus China LTD, Airbus (Tianjin) Final AssemblyCompany LTD, Airbus (Tianjin) Delivery Centre LTD). All rights reserved. Confidential andproprietary document. This document and all information contained herein is the soleproperty of AIRBUS. No intellectual property rights are granted by the delivery of thisdocument or the disclosure of its content. This document shall not be reproduced ordisclosed to a third party without the express written consent of AIRBUS S.A.S. Thisdocument and its content shall not be used for any purpose other than that for which it issupplied. The statements made herein do not constitute an offer. They are based on thementioned assumptions and are expressed in good faith. Where the supporting grounds forthese statements are not shown, AIRBUS S.A.S. will be pleased to explain the basis thereof.AIRBUS, its logo, A220, A300, A310, A318, A319, A320, A321, A330, A340, A350, A380,A400M are registered trademarks.