Chinese defence stocks soar as Pakistan confirms J-35 jet deal

(Web Desk): Chinese defence stocks surged on Monday following reports that Pakistan plans to acquire advanced J-35 stealth fighter jets from China, according to Bloomberg.

AVIC Shenyang Aircraft Co., the manufacturer of the J-35, hit its 10% daily trading limit in Shanghai, marking its third consecutive day of gains. Aerospace Nanhu Electronic Information Technology Co. also climbed sharply, gaining up to 15%.

The market rally came after Pakistan officially confirmed via social media its intent to purchase the J-35 jets, following weeks of speculation. Pakistani officials also revealed that pilots are already in China receiving training ahead of the expected delivery.

The J-35A, China’s second fifth-generation fighter jet after the Chengdu J-20, is developed by Shenyang Aircraft Corporation. It incorporates stealth technology, advanced sensors, and deep-strike capabilities. Defence analyst Brandon J. Weichert highlighted that the acquisition could significantly enhance Pakistan’s air power.

Equipped with an active electronically scanned array (AESA) radar, electro-optical targeting systems, and advanced avionics, the J-35A offers superior situational awareness and precision targeting. Its stealth design minimizes radar detection, and its compatibility with long-range PL-15 and PL-17 missiles provides a significant advantage in beyond-visual-range engagements.

Powered by either Russian RD-93 or Chinese WS-19 turbofan engines, the aircraft can reach speeds of up to 1,367 mph. Deliveries to Pakistan may begin as early as August.

The jets are expected to replace Pakistan’s aging fleet of F-16s and Mirages. According to Weichert, the J-35A will enable Pakistan to better challenge Indian air defences and carry out deep-strike missions, potentially altering the regional aerial balance in South Asia.