COMAC’s Advantages Isn’t Delivering

Conversations about COMAC invariably are about its potential. The OEM has a captive market.  It is state-owned and serves state-owned customers  – lots of patience all around. Customers outside its home market receive favorable financing from other state-owned financial institutions. This is a great environment.

But COMAC struggles all the same. Even with its structured and protected environment, production seems very slow by comparison with its peers.  This lethargic production rate has a material impact on its captive customer base.