[Editor's note] This article is authorized by the author and reprinted from the public account "Jinqiao Think Tank". There is a lot of exciting content, welcome to pay attention.
Recently, China's three major airlines - China Eastern Airlines, China Southern Airlines, Air China purchased 100, 96, and 96 Airbus A320NEO series passenger aircraft respectively, with a total order of 292 aircraft, worth 240 billion yuan. (approximately US$37.2 billion), this news has aroused strong attention in the public opinion circles in the United States, Europe and China.
It is reported that in this aircraft purchase contract, Airbus gave Chinese airlines a greater discount. The actual transaction price will be lower than the basic pricing, and will be delivered in batches from 2023 to 2027. Even so, this transaction is still the largest and highest order in the history of the three major airlines. Like a blockbuster, it triggered heated discussions in the global media. The American media was sour and the European media was surprised and happy. Afraid.
As we all know, the global large passenger aircraft market is basically monopolized by Boeing and Airbus. Since the reform and opening up, China has basically looked at these two companies when purchasing large passenger aircraft. Due to the huge scale of China's aviation market and greater development potential, the Chinese aviation market is also the focus of competition between Boeing and Airbus.
The reason why this huge order of 292 aircraft has attracted strong attention from the American media is because the order was originally from the American Boeing Company. Due to the various tricks of the US government and politicians in the past few years, the cooked duck finally flew away, and Airbus took away the fat in the mouth. The American media reports were full of sourness, while Boeing was frustrated and its face was swollen.
The aviation market is different from other markets. It is highly monopolized and closely related to national security and international politics. It is said that it is highly monopolized because all imported aircraft in China are uniformly imported by China Aviation Supplies Group , so that we have a favorable position in negotiating prices; it is said that it is related to national security and international politics, and it is an important commodity such as passenger aircraft. You can only choose to buy from friendly countries. We see that the big orders of airlines are all finalized when leaders visit.
This time the big orders of the three major airlines can actually be traced back to five years ago, that is, November 2017. When Trump visited China. At that time, China and the United States signed major cooperation orders of more than 230 billion U.S. dollars. One of them was that China Aviation Supplies Corporation and the American Boeing Company signed a bulk purchase agreement for 300 Boeing aircraft in Beijing, including 260 737 series, 40 787 series and 777 series aircraft with a total value of more than 37 billion US dollars.
We all know what happened next. Trump got a big order, turned around and returned to the United States, and launched a trade war with China in less than half a year. Then Boeing's 737MAX aircraft successively flew in Ethiopia. Two air crashes occurred in Russia and Indonesia. China's civil aviation began to ban Boeing aircraft. In the end, the trade war became more and more fierce. The United States included China's Huawei, ZTE, and other companies on the sanctions list, and China also placed Boeing and other major American companies on the sanctions list. The company was placed on a sanctions list.
Obviously, this is equivalent to Trump himself tearing up the US$37 billion deal he signed. In the past five years, that is, since Trump’s visit to China, the US Boeing Company has only delivered to China in total. 8 aircraft. Then let's take a look at the purchase of 292 Airbus aircraft by the three major airlines this time, which is exactly what the American Boeing Company eats. 300 aircraft minus 8 aircraft equals 292 aircraft!
In fact, China has given the United States many opportunities, but the United States has never known how to cherish them. The United States entered into a trade war with China in 2018. The trade war was so fierce, coupled with the multiple consecutive air crashes of Boeing, China actually did not cancel this large order immediately, which fully demonstrates that China is a country that values credibility and A country that attaches great importance to the spirit of contract.
But the turning point came at the end of 2018.We all know that on December 1, 2018, a major event occurred that greatly hurt the feelings of the Chinese people!
That was during the Argentina G20 summit, when the heads of state of China and the United States were meeting to coordinate the troubled Sino-US relations, American hawks did a very disgusting thing, which was to kidnap in Canada. Meng Wanzhou, Huawei's CFO, is also the eldest daughter of Ren Zhengfei, and can also be said to be Huawei's eldest princess.
Obviously, this abominable kidnapping incident has severely damaged the friendly relations between China and the United States. The previous trade war was ultimately a matter of business, but the nature of kidnapping hostages was different. It is a huge threat to China's national security, hurts the feelings of China's 1.4 billion people, and tramples on China's national dignity.
So, three months after Meng Wanzhou was kidnapped and one year after the United States launched a trade war with China, Chinese President Xi Jinping visited Europe. During his visit to France, China Aviation Supplies Group and Airbus signed an order agreement for 300 aircraft in France. The total value of this agreement is 30 billion euros (approximately 35 billion U.S. dollars).
The purchase agreement recently signed by the three major airlines and Airbus is actually the concrete implementation of the large order signed during President Xi Jinping’s last visit to France. Because when national leaders visit abroad, they usually sign the framework agreement , and the specific implementation requires both companies to sign detailed contracts.
Since the trade war broke out between China and the United States in 2018, Sino-US relations have taken a turn for the worse. They have imposed tariffs on each other and the United States has sanctioned Chinese companies. A large number of high-tech companies such as Huawei and ZTE have been sanctioned by the United States. Among them, Huawei has been the most injured. Company, due to chip sanctions and the interruption of supply of to , Huawei Mobile Phone Division 6 is almost in dire straits.
Of course, the most cruel thing is that the United States and Canada conspired to illegally kidnap Meng Wanzhou in an attempt to use Meng Wanzhou as a hostage to force Huawei to submit and hand over 5G technology. At the same time, it can also be said that it wants to "kill the chicken to scare the monkeys" and carry out a decapitation operation on Chinese enterprises to force the Chinese entrepreneurial group to succumb to the interests of the United States.
But it is clear that the United States’ wishful thinking failed. Huawei finally withstood the blow of the United States and became the banner of independent innovation for Chinese enterprises and the vanguard of China’s fight against the U.S. trade war and technology war. In the end, Meng Wanzhou had to be released last year!
Meng Wanzhou suffered in the United States for more than a thousand days and suffered a lot. She can even be said to be the contemporary "female version of Su Wu". Now, we finally gave the American emperor the most severe revenge by taking the order from Boeing. Handed to airliners, this is undoubtedly a heavy blow to Boeing and American manufacturing. The crumbling Boeing empire cannot withstand a few such heavy blows!
html More than 470 years ago, Chairman Mao said: "The Chinese people are not easy to mess with. If they are messed with, it will be difficult to deal with." Just because we can't deal with you today doesn't mean we can't deal with you tomorrow. Five thousand years of history have long taught the Chinese people infinite wisdom. As mountains and rivers flow, the future will be long.
At the same time, now is the critical moment for the U.S. dollar to raise interest rates . China’s move is also the same as the RMB settlement order. It is part of a financial counterattack against the United States. We sold the U.S. debt and exchanged it for U.S. dollars and bought it with U.S. dollars. Airbus aircraft not only achieve de-dollarization, but also prevent the return of dollars.
Moreover, we have also successfully used the power of the market to drive a wedge between the United States and Europe. It's like you have two dogs at home, one named Little A and one named Little E. They are both fighting for meat in the market. As a result, you share Little A's meat with Little E. Do you think Little A hates Little E? , or do I hate you, the person who divides the meat?
Finally, according to the contract details disclosed by our media, Airbus’s 292 aircraft are concentrated from 2023 to 2027. What does this mean? This means that the epidemic is likely to end next year. Otherwise, the three major airlines would not be so generous in purchasing so many aircraft.Think about it, during the two to three years of the epidemic, many existing planes were not full, and there were not so many passengers, so airlines were struggling.
Such a large-scale purchase of 300 aircraft is obviously a prediction that the epidemic will end next year, the aviation market will return to normal, and passenger throughput will rebound with a retaliation. It makes me excited to think about it. After three years, the epidemic is finally coming to an end. May our lives and careers take off with the three major airlines!
