Chapter 1570

The reason why there is such a huge shock effect is mainly caused by market expectation.

China Tengfei previously fulfilled the agreement between Boeing and Airbus to terminate cooperation. Although it is also a great bad news for the global aviation industry, the market generally believes that there is still a turning point.

After all, China's take-off production line, technical capacity and talent team are still there. As long as the two giants sit down and have a good talk with China's take-off, it is not impossible to reach a win-win agreement.

As a result, China's take-off has directly led to the complete shutdown of relevant production lines due to the force majeure factor of freezing natural disaster, which is equivalent to killing the only bit of confidence in the market.

It's like opening a blind box. I'm looking forward to making a limited edition of the best product, but it turns out to be the most garbage eliminated model. That kind of psychological gap should not be too collapsed.

As a result, the mentality of investors collapsed and the global aviation industry fluctuated violently.

The first one who can't carry it is Airbus.

Reasonably speaking, Airbus has developed rapidly in recent years. In order to reduce costs, Airbus has taken greater steps than Boeing in global market-oriented configuration.

Because of this, from the basic aluminum lithium alloy, titanium alloy, carbon fiber composite and aramid fiber; Rivets, hydraulic components, skin components, servo mechanisms and other parts to finished products; Then to larger segments, wing structures, horizontal tail control surfaces, and even central wing box modules

Almost everything that can be outsourced.

Only the relevant design department, R & D department and aircraft assembly plant remain in the French headquarters.

That's all. The key is that in order to further reduce costs and compete with Boeing, Airbus has to conduct a product quality evaluation and cost call auction for each supporting supplier every year.

In order to find the most cost-effective related products in the world, so as to control the overall cost of Airbus series aircraft.

Since 2002, the take-off system formed by China take-off and its controlled affiliated enterprises has become Airbus's largest overseas OEM group for five consecutive years.

Moreover, the proportion is still expanding year by year. As of November 2007, China Tengfei alone accounted for 38.4% of the total supporting Airbus series models. If the affiliated enterprises controlled by it are included, the proportion is as high as 45%.

In contrast, Europe as a whole accounts for only 22%, not as much as China's take-off, let alone the whole take-off system.

Because of this, when China took off and accepted the decision to terminate the cooperation between the two giants, Airbus was a little flustered to tell the truth, but in order to maintain the dignity of the giants and the commitment of American suppliers that they could replace China's take-off share, Airbus bit its teeth and resisted.

It turned out that what they Airbus resisted was not the so-called pressure, but almost all the unbearable weight.

American suppliers don't say whether they can provide Airbus with high-quality and low-cost supporting products. Even if they can, the delivery period of others is very long, because these American suppliers give priority to Boeing, America's own son, according to the current business rules and laws.

So Airbus wants related products. Sorry, you have to wait until Boeing runs out of the rest. You're taking the money to buy it.

Of course, if so, it doesn't matter if Airbus holds its nose, but the problem is that the supporting suppliers in the United States simply can't produce high-quality and cheap products. The price is outrageous. Many American suppliers have to set up production lines to produce Airbus related parts because of molds and materials, This is not a small expenditure, without exception, is also counted on Airbus.

If you don't want to use it, it's no problem. The supporting parts of Boeing series aircraft can be used freely without establishing a special production line.

Airbus wants to do so. The problem is that it really wants to do it. It will face endless legal proceedings from Boeing. There is no way. It is as small as a rivet and as large as the aerodynamic shape of the aircraft. Boeing, which takes the lead, wants to set up technical and intellectual property barriers in every link.

Because of this, the cabin door of Boeing aircraft opens to the left, and Airbus goes the opposite way and opens to the right; Tighten the fixing bolt clockwise; Airbus has to turn it counterclockwise, making it like a psychosis. If you do, I'll do it anyway.

The reason for this is that due to the relevant barrier restrictions, Airbus, which is one step behind, can only use this opposite method to avoid some unnecessary barriers.

But this has led to a problem. Suppliers of Boeing series products are particularly painful to Airbus specifications; On the contrary, manufacturers who are used to Airbus products also have Venus in their eyes when they see Boeing.

No way. Who makes the relevant molds, fixtures, cutting tools and even material specifications different? How can ordinary suppliers do it?

However, what ordinary suppliers can't do, China Tengfei will be able to play. This is the fundamental reason why China Tengfei can stand out among many international suppliers and become the supplier with the largest proportion of Airbus.

Other people's technology is really cow X!

The problem is that China's take-off is not to quit. Airbus is a little embarrassed. It is impossible to stop production, otherwise Boeing will wake up with a smile?

It doesn't matter whether China takes off or not, but as long as Airbus pours on the street, Boeing will make a lot of money, and vice versa.

In this case, if Airbus does not raise the price, it can not maintain normal operation at all.

In fact, not only Airbus has raised the price, but Bombardier, AVIC, Tupolev aviation consortium and even Israeli UAVs have raised the ex factory price of aircraft to varying degrees.

This has also led to a large-scale slump in aviation stocks around the world.

The biggest impact is Singapore Airlines, France blue West Airlines, Emirates, Lufthansa and Cathay Pacific Airlines.

No way. In recent years, the global economy has continued to improve, and international commodities have doubled, especially oil, which can be described as a record high.

The rise in oil prices has led to a sharp rise in the cost of airlines, which is already a little miserable. As a result, Airbus has driven the price of the terminal product of civil airliner to rise, which has undoubtedly suffered a double kill for airlines. It is strange that the share price does not fall sharply.

However, in the capital market, when the aviation industry is in great sorrow, All Nippon Airways, which is also a world-famous airline, has walked out of a big positive line contrary to common sense.

Not only that, under the background of the rise in global crude oil prices and the same unstoppable agitation of aviation parts in China, the ticket price of All Nippon Airways has not increased, and some routes have even decreased slightly.

This makes many people very confused. Is the plug-in empty all day to avoid all harm?

While people were talking about the abnormal performance of ANA, a source from Japan suddenly released a strong message on January 8: "All Nippon Airways has reached an agreement with China Tengfei. In the next five years, All Nippon Airways Boeing series models will be fully entrusted to China Tengfei for maintenance, maintenance and overhaul. This agreement has been recognized by Boeing. From February, China Tengfei will resume the maintenance of All Nippon Airways Boeing models and resume the supply of All Nippon Airways Boeing model parts …”

This news shocked the global aviation industry, because it means that Boeing, a century old giant, chose to bow its head!