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Post by chornedsnorkack on Sept 18, 2013 7:35:58 GMT 1
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philidor
in service - 6 years
Posts: 8,950
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Post by philidor on Sept 18, 2013 10:59:49 GMT 1
This information is not easy to comment, as is often the case with Chinese aircraft purchase announcements. Sometimes, what is announced is only part of what has been agreed, or an announcement lumps together several agreements involving different customers, or parts of such agreements. Sometimes, the numbers include both new deals and previously disclosed ones.
The purpose of these practices seems to be to highlight the influence of the central government on company decisions.
As a consequence, it is impossible to know how many fresh orders are included in to-day's announcement. Even so, the Air China deal will probably be firmed soon, and as the flag carrier sometimes sets a trend, the NEO seems on track for a decisive entry into Chinese fleets.
Was the ballooning COMAC delay the decisive factor ? Is Airbus rewarded for recent European policy changes ?
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Post by peter on Sept 19, 2013 1:50:06 GMT 1
Is Airbus rewarded for recent European policy changes ? I wonder if this also has any impact on the Hong Kong A380 order? |
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Post by Jkkw on Sept 19, 2013 7:31:06 GMT 1
This information is not easy to comment, as is often the case with Chinese aircraft purchase announcements. Sometimes, what is announced is only part of what has been agreed, or an announcement lumps together several agreements involving different customers, or parts of such agreements. Sometimes, the numbers include both new deals and previously disclosed ones. I definitely agree. This order is for at least 3 different companies (ICBC, Air China and an undisclosed company) with two of the customers having previously announced their commitment to the aircraft. Furthermore, the order has not yet been firmed which means we will see this order pop up once again in the future. Was the ballooning COMAC delay the decisive factor ? Is Airbus rewarded for recent European policy changes ? I don't think COMAC's delay had much to do with the deal, afterall, it will be almost impossible for a small developing manufacturer to supply the entire needs of China's narrowbody requirements. The order is still pending approval from the government, therefore Airbus has not yet been 'rewarded' although that may come soon as the EU may change its ETS laws. www.bloomberg.com/news/2013-09-02/eu-said-to-plan-carbon-market-aviation-adjustment-in-october.html. I wonder if this also has any impact on the Hong Kong A380 order? I don't think so, at this stage, I believe China has approved the order (I'm still confused as to the level of jurisdiction that China has on orders from Hong Kong SAR (Special Administrative Region), afterall the Hong Kong Government operates separately from the mainland and will do so for many more years to come. Also I have never seen Cathay say their order is subject to government approval. Maybe it is because of Hong Kong Airlines's parent company, Hainan Airlines which is under the central government's jurisdiction.) I believe the greatest threat to that order is from the airline itself which may convert the order into more A330/A350s. It is great to hear Airbus say they are in discussions for several hundred more aircraft. Hopefully we'll soon see China open up so airlines do not need the permission of the government to order aircraft and also an end to China using aircraft orders to protest against international policies. |
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