Boeing's military sales against Taiwan, or completely lost China's order, China was its largest market

Author:Kim Can Rong Channel Time:2022.09.17

According to Observer.com, the Boeing Corporation of the United States said recently that due to a batch of 737 MAX series passenger planes that were originally manufactured for Chinese airlines, the company plans to resell some of these passenger planes, but it has not disclosed which Chinese customers involved in orders and resale for sale. Number of planes. Due to two air crash in Indonesia and Ethiopia, the 737 MAX model has not been allowed to resume in China. Bloomberg said Boeing hopes to reduce inventory and help alleviate the company's debt problem. Some analysts pointed out that this move will not be conducive to Boeing business in China, or "long -term losses" in the Chinese market to its competitors Airbus. Boeing said that as of June 30, 290 unprepared 737 series of aircraft were delivered in the company's inventory, of which about half were manufactured for Chinese airlines. China was the largest market for Boeing 737 MAX aircraft.

It is understood that the reason why the Boeing company sold to China for sale of other countries was because of its lack of money. Boeing is now in a state of debt. Moreover, Boeing currently has about $ 5 billion in cash flow to be tied to 140 MAX passenger planes originally planned to be delivered to Chinese customers. It has dealt with this part of inventory. It can relieve certain liabilities. Of course, this is the official statement of Boeing. The reason why it is said that it still does not want to offend the big customer of China and does not want to lose the Chinese market. This means that Boeing does not keep it to China, but can't afford to wait. In fact, the real reason must be more complicated than the so -called liabilities. Boeing will not operate because of $ 5 billion. This has a certain connection with the recent international situation.

Boeing 737 MAX passenger planes were suspended in operations in Indonesia and Ethiopia, and China stopped operations in 2019. Although Boeing has been committed to pushing the model to resume, it has not been approved by China so far. Coupled with the problem of the US military sales of Taiwan, the Chinese government decided to impose sanctions on the chairman and CEO of Thor Sales Sale of the Martial Arts Corporation, Hayes, and President and CEO of Boeing Defense Corporation. This makes Boeing's hope of seeing the MAX passenger plane in China. Boeing was sanctioned because of the sales of Taiwan military sales. China will not only fly back in the future, but even cause Boeing to lose the entire Chinese market. In this case, Boeing clearly saw that due to the influence of geopolitics, it is impossible for the company's business to recover.

It can be said that the Chinese sanctions on Boeing hit the pain of Boeing and challenged the Chinese bottom line with the US government. It is bound to pay the price. The United States has to pay a price, and the corresponding weapon company must pay the price. The loss of Boeing this time is not only this hundred aircraft, but also lagging behind the Chinese market to give its long -term competitors Airbus, and has a profound impact on its future development. Because the Chinese market will need about 7,000 new aircraft in the next ten years, accounting for about one -fifth of the global market share. It can be said that whoever occupies the initiative of the Chinese market will occupy the initiative of civil aviation aircraft in the next 10 years. Boeing will be more difficult to enter the Chinese market in the future.

After all, it is not just Airbus to become a frequent guest in the Chinese market. The C919 large aircraft produced by COMAC. All preparations and testing are logical. The domestic airlines are expected to be obtained before the end of the year. The first delivery work will also be this year. Complete. In other words, the situation where civil aviation aircraft will be monopolized by Europe and the United States for a long time will be broken by China, and China is using the advantage of postponing to quickly open the situation. When the C919 large aircraft is completely mature, China's short -distance routes will definitely take the lead in adopting a large domestic aircraft, so that only relying on the domestic market, the C919 large aircraft can spend a difficult starting stage. In the future, it is necessary to enter the international market and compete with large European and American aircraft.

As for Boeing, let it use its public relations methods to cover up the defects of the quality of the aircraft, and there is a red line that follows the US government to challenge the Taiwan issue. China will naturally not be polite to it. Will continue. In the process, Airbus will make progress and China's domestic aircraft will make progress, and Boeing will eventually pay for their pride and errors. It has now begun to sell orders originally planned to deliver China, and may be completely lost in China in the future.

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