波音：2024年商业航空市场展望报告（英文版）（31页）.pdf

1、Proprietary:The information contained herein is proprietary to The Boeing Company and shall not be reproduced or disclosed in whole or in part except when such user possesses direct written authorization from The Boeing Company.The statements contained herein are based on good faith assumptions are

2、to be used for general information purposes only.These statements do not constitute an offer,promise,warranty or guarantee of performance.Copyright 2024 Boeing.All rights reserved.|BOEING PROPRIETARY|CSM-PM&A|16JUL24 The statements contained herein are based on good faith assumptions are to be u

3、sed for general information purposes only.These statements do not constitute an offer,promise,warranty or guarantee of performance.Commercial Market OutlookDarren HulstVice President,Commercial MarketingJuly 16,2024Copyright 2024 Boeing.All rights reserved.|CSM|DAH|CMOROLL|16JUL24 Copyright 2024 Boe

4、ing.All rights reserved.|CSM|DAH|CMOROLL|16JUL24 Believe it or not,traffic is where it was projected 024681012199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025RPKs(trillions)RPKs=Revenue Passenger Kilomete

5、rsSOURCES:S&P Global Market Intelligence,Boeing AnalysisCopyright 2024 Boeing.All rights reserved.|CSM|DAH|CMOROLL|16JUL24 Macro-fundamentals remain supportiveGDP growing steadilyInflation deceleratingInterest ratesfalling3%3%3%6%5%3%6%5%4%2023 2024 20252023 2024 20252023 2024 2025SOURCES:S&

6、P Global Market Intelligence,Boeing analysisCopyright 2024 Boeing.All rights reserved.|CSM|DAH|CMOROLL|16JUL24 Travel remains a top priority66%will travel morethan pre-pandemicSOURCES:McKinsey,eDreams ODIGEO,Mastercard Economics Institute84%willprioritizetravel in their budgetTrip lengths will be 1