So the production line here is the A 300 family, so primarily A320s and also
A321neos. Right.
What about other lines? Because we do know on the wide body side
of the China Order book from the Chinese air lines on the wide body front is
getting a bit thin. They're going to need more wide bodies.
Then you also have the Bombardier acquisition of the A220 series.
Is that is this flexibility that you're adding with a second production line?
Does that allow you to maybe add production if there's Chinese demand for
8 to 20 and also for Widebodies to also assemble them here for the second line,
which is very clear, our target is very much focused on the single aisle
aircraft inside of a single aisle aircraft.
We see a very strong demand on issue 21. The global issue 21 backlog represents
60% of the A320 family backlog. This is why
starting from last year, we add a 21 capacity in the line, one in the line
two for sure. We will also have a flexibility to
produce both A320 one industry plan B in the meanwhile and
for the A220, we have a huge strategic cooperation with aviation.
YOUNG And we also even to do the industrial ramp up in line with
the whole A220 program, industrial ramp up.
You talk with the big carriers here in China all the time, I'm sure.
What are they telling you they want? I mean, is that a 2 to 20?
Is it is it something that they could use?
It's a little bit smaller as far as the number of passengers than the 320 or the
321. What kind of demand are you expecting?
A220 is an excellent aircraft. It has a very unique market niche here
in China and we have approached some of the Chinese airlines.
They do have an interesting of a220 to replace the existing
small aircraft. Okay.
And I think that's
especially taking into consideration that the earliest the slots for a second
the available is 2029. Yeah.
So maybe A220 could be also an excellent alternative solution for some of those
Chinese airlines if they want to place order for early.
Yes. At all.
Right. So those slots are filling up as
airlines are a little bit more. Obviously, there's there's talk of even
that there might be even an order bubble right now.
But also those slots for Airbus are filling up on the wide body from the
likes of Indian carriers as well as Middle East carriers.
Is there any concern that you're getting from the main carriers here in China
that they better get their orders for Widebodies in sooner than later because
the slots are filling up? I think the first thing we need, we
discussed with the Chinese, the airlines and Chinese elements and stakeholders is
that really the slots availability is a evaluated evolution very quickly and we
have tried to accelerate this discussion with
our Chinese operator customers to
let them to have a more vision and try to place the order as quickly as
possible. This is this is a clearly something we
need to do together with our customers in order to cope with this current
big gap between the demand and supply. Every manufacturer in every industry
really is going to be impacted somehow by these export controls from the United
States. You probably are as well.
Say for example, in your innovation centers you have AI software that might
have US software. Are these things that are really going
to be impacting you and you have to mitigate against these export controls,
even though you're not a U.S. company, European, but they're US
components. As a international company, we have to
make sure ourselves be 100% compliant with US export regulations, Europe
regulations as well, and China export regulations.
This is why we fought the export control on the top of the radar screen.
And this is also why starting from last year, we set up a small but strong
export control team inside of China to work together with Airbus had the
quarter to make sure that everything is very much complies with all the
regulatory requirements and constraints.