This article looks at the technical choices of Chinese NewSpace startups regarding propulsion technology and expendability/reusability, and what this reveals of their understanding of the commercial launch market. At the time of writing, we are entering the 5th year of China’s “Open Up Policy” in the space industry, which has enabled private capital to flow into space companies and triggered the emergence of a large … Continue reading The Technical Choices of China’s NewSpace Launcher Companies in 2019
This blog post is a follow-up of a previous article tracing the history of China’s air transport industry (A Portrait of the Chinese Airlines Industry in 2019 (Part I): a Historical Perspective). Part II aims at mapping the airline ecosystem and showing how the so-called “Big Four” (Air China, China Eastern, China Southern, HNA Group) are dominant in the current landscape. A Few Words on … Continue reading A Portrait of the Chinese Airline Industry in 2019 (Part 2/2): Mapping the Airline Ecosystem
Introduction Chinese space has been a very hot topic in recent years. Other than the impressive space exploration missions (Tiangong, Chang’e…), the interest for China is also due to the recent opening up of this industry to private investments, which has led to a leap in the number of space start-ups. These start-ups, supported by venture capital heavy-weights are covering the entire space industrial chain: … Continue reading China’s NewSpace: Mapping of its 60+ Start-ups
This blog post aims at giving an in-depth review of the Chinese airline industry, within the “Industry Overview” article series. It covers the historical background of Chinese civil aviation and draws a portrait of current airline landscape dynamics. A second article will follow on Chinese airline fleets and alliances. The Airline Industry in China: a History Excluding the pre-1949 Republican era, the development of the … Continue reading A Portrait of the Chinese Airline Industry in 2019 (Part 1/2): a Historical Perspective
Introduction China’s history with space is essentially that of large state corporations, even to this day. Until very recently, almost all of China’s space industry could be linked to just two state conglomerates: CASC (China Aerospace Science and Technology Corporation), and CASIC (China Aerospace Science and Industry Corporation). The year 2014, however, marked a radical change of mindset. At a State Council executive meeting, Premier … Continue reading China’s New Space: a deep dive into the world’s fastest growing commercial space industry
I sometimes read in (non-specialized) media that the C919 single-aisle aircraft currently under development by Chinese manufacturer COMAC is just an “empty shell”. The idea conveyed here is “since most aircraft systems come from foreign companies, it means that China doesn’t get the credit for building the aircraft”. In a nutshell, they are saying that the C919 “isn’t really Chinese”. I actually sometimes get that … Continue reading Airbus A320, Boeing 737, COMAC C919: where do the suppliers come from?
China has achieved a remarkable catch-up in multiple industries, such as high-speed trains, automobile and renewable energies. In some, it is emerging as a global leader (smartphones, home-use electronics, …). In contrast, the aviation industry still lags behind foreign counterparts despite the launch of ambitious national programs and significant government support. Acquiring foreign competitors, setting up JVs with leading-edge players is an effective way to … Continue reading Overview of Chinese Investments in the Western Aviation Industry
Figures in this article are based on the China Civil Aviation Report, published by the MIIT (Ministry of Industry and Information Technology) in 2017 China’s aviation industry is, as you already know, highly state-driven and composed essentially of state-owned conglomerates. Historically it has always been considered a strategic industry due to its role as a military asset, although increasing importance has been given to its … Continue reading What’s the Chinese Aviation Industry like? 5 Facts & Figures