飞机租赁行业跟踪：飞机长期需求强劲供应链挑战下飞机供给仍然受阻

麦高证券2025-11-17

飞机制造商产能在缓慢恢复，积压订单飞机数量仍维持高位。受供应链及劳动力短缺等因素影响延续，飞机制造商产能受限、交付延迟问题依然严峻。截至2025年10月底，今年以来波音飞机交付量为493架，月均交付量约为49架；空客飞机交付量为585架，月均交付量约为59架。与此同时，飞机订单需求持续火热，积压订单量继续维持在历史高位水平。全球航空市场需求增速有所放缓。所有地区增长均出现减速，收入客公里方面，中东...

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飞机租赁行业跟踪：飞机长期需求强劲 供应链挑战下飞机供给仍然受阻

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飞机租赁行业跟踪：飞机长期需求强劲供应链挑战下飞机供给仍然受阻