Shares of major Chinese defense contractors surged Monday following Pakistan’s official confirmation it will acquire advanced J-35 stealth fighter jets from China. AVIC Shenyang Aircraft Co., the jet’s manufacturer, jumped 10% in Shanghai trading – its third consecutive daily limit gain.
Aerospace Nanhu Electronic Information Technology Co. rose 15%, reflecting market optimism about the landmark deal.
The J-35A, China’s second fifth-gen fighter after the J-20, offers Pakistan a significant airpower upgrade. Featuring radar-evading stealth design and an AESA radar system, it carries long-range PL-15 and PL-17 missiles capable of engaging targets beyond visual range. Defense analyst Brandon J. Weichert notes its deep-strike capabilities and advanced avionics will enable "enhanced situational awareness and precision targeting" against evolving regional threats.
Pakistani pilots are already training in China ahead of anticipated August deliveries, according to earlier official statements. The jets will replace Pakistan’s aging F-16s and Mirage fleets, addressing critical gaps in its aerial deterrence. The J-35’s Russian RD-93 or Chinese WS-19 engines allow speeds exceeding 1,360 mph, providing rapid response capacity.
The acquisition strengthens Pakistan’s ability to defend its sovereign airspace amid heightened regional tensions. Analysts suggest the J-35s could counter advanced Indian air defenses like the S-400 system, restoring balance to South Asia’s military equilibrium. The deal also signals deepening China-Pakistan defense cooperation, with technology transfer likely enhancing Pakistan’s domestic aerospace capabilities long-term.