ISLAMABAD (PEN) : Chinese defence stocks rallied on Monday following Pakistan’s official announcement of its acquisition of the advanced J-35A stealth fighter jets from China, a move expected to reshape the region’s aerial defence landscape.
The surge in defence sector trading saw AVIC Shenyang Aircraft Co.—the J-35’s manufacturer—reach its 10% daily limit in Shanghai. Other firms, including Aerospace Nanhu Electronic Information Technology Co., posted gains of up to 15%, marking a third consecutive day of stock momentum.
J-35A: Pakistan’s New-Generation Fighter
The J-35A, China’s second fifth-generation fighter after the J-20, is equipped with advanced stealth features, long-range strike capabilities, and modern sensor systems. The twin-engine aircraft, developed by Shenyang Aircraft Corporation, integrates active electronically scanned array (AESA) radar, electro-optical targeting systems, and high-performance avionics for enhanced operational effectiveness.
The aircraft’s stealth profile significantly reduces its radar visibility, making it suitable for deep-strike missions and beyond-visual-range combat. It is compatible with advanced PL-15 and PL-17 air-to-air missiles, and powered by either Russian RD-93 or Chinese WS-19 engines, enabling speeds of up to 1,367 mph.
Strategic Partnership and Regional Implications
Pakistan’s confirmation followed weeks of speculation, including reports that Pakistani pilots are currently training in China in preparation for the jet’s deployment. Deliveries are expected to begin as early as August 2025, positioning the J-35A as a key component in replacing Pakistan’s aging F-16 and Mirage fleets.
Defence analyst Brandon J. Weichert noted that the J-35A’s induction will provide Pakistan with advanced capabilities to counter regional threats, particularly from India, potentially shifting the regional balance of power.
Market and Geopolitical Impact
The defence agreement underscores growing defence cooperation between Islamabad and Beijing. It has also fueled investor confidence in China’s aerospace sector, with strong trading responses across defence-related equities.
Pakistan’s acquisition of the J-35A comes amid rising geopolitical tensions in South Asia and could further deepen strategic alignment between the two nations.
