A Boeing spokesman said in a statement: "As the largest U.S. exporter with a 50-year relationship with China's aviation industry, it is disappointing that geopolitical differences continue to limit U.S. aircraft exports."
Bloomberg published an article: The Sino-US trade war has brought pain to Boeing, but Airbus has profited from it. It mentioned that Airbus 's agreement to provide 292 aircraft to Chinese airlines at a price of 37 billion US dollars is a clear reminder of the uncertainty of the position of American companies in one of the world's largest travel markets.
An insider revealed: Airbus and Boeing have been in long-term negotiations on large narrow-body passenger aircraft orders. These orders will help China replenish and develop its domestic fleet within 10 years.
Bloomberg analyst George Ferguson said: "This is a signal sent by China, and it seriously hurts Boeing."
In 2018 and 2019, after Boeing 737 MAX suffered two consecutive fatal air crashes, my country took the lead in dealing with the This model has a "no-fly order". Although on December 2, 2021, the Civil Aviation Administration of China issued an airworthiness directive for the Boeing 737 MAX. However, our country’s airlines have not yet resumed using the aircraft for commercial flights, and the delivery of the new 737MAX has not been discussed.
Boeing also stores about 150 passenger planes that have been built but have not yet been delivered to China, most of which are 737 MAX. Boeing also hopes to deliver these passenger planes as soon as possible in exchange for cash to repay its $58 billion (approximately 388.6 billion yuan) debt.
A Boeing spokesperson also said: "Given that the prosperity of the aviation industry is good for both economies, we continue to urge the two governments to engage in productive dialogue. The passenger planes sold by Boeing to China can support tens of thousands of American jobs, and we hope that Orders and deliveries can resume quickly."
Richard Aboulafia, an analyst at AeroDynamic Consulting Company, said that at the peak of the civil aviation market in 2018, China’s annual aircraft sales reached 350 aircraft. Airbus can further squeeze rival Boeing by giving priority to delivering passenger aircraft to China.
For Airbus, they are also facing "happy troubles" and need to solve the production capacity problems caused by the supply chain. Airbus now has a backlog of more than 5,800 A320neo passenger aircraft orders. In May of this year, Airbus launched an ambitious expansion plan - they expect to increase the monthly production capacity of the A320 series passenger aircraft to 75 aircraft/month in 2025, by which time the annual production capacity of the Airbus A320 series will reach 900 shelf!
Airbus said in early May that they now have a monthly production capacity of 50 narrow-body passenger aircraft. As aviation demand gradually recovers in the post-epidemic era, Airbus expects the mid-term target of A320 in 2023 to be 65 aircraft per month. Airbus will build a new final assembly line in the United States to meet production capacity targets.
Airbus expects to deliver 720 jetliners this year and its first-quarter earnings topped analysts' expectations. Airbus's narrow-body passenger aircraft now far exceeds that of Boeing-Boeing manufactures 31 737MAX passenger aircraft per month.
In order to achieve larger production capacity goals, Airbus will add a second final assembly line in Mobile, Alabama, and modify the existing final assembly line to ensure that it can produce the A321neo passenger aircraft (the largest aircraft in the A320neo family) model). The new assembly line will also further bring Airbus closer to U.S. customers.
