Chinese boycott in Boeing – Scaling the US Commercial War
China ordered its airlines to boycott Boeing as part of the trade war that US President Donald Trump escalated by imposing duties of up to 145% on Chinese products.
In accordance with BloombergBeijing also asked Chinese carriers to stop any equipment and component purchases related to aircraft by US companies.
The order came after China announced a 125% retaliation in US products last weekend. These tariffs would have doubled the cost of aircraft and American -made spare parts, making it impossible for Chinese airlines buying Boeing planes.
The Chinese government is also considering ways to help airlines leasing Boeing aircraft and face higher costs.
Boeing’s shares fell up to 2.5% on Tuesday after the notification of Chinese movements and fell 1.1% to 9:43 am. in New York. By Monday, Boeing’s shares had fallen by 10% in 2025.
Expansion of the « war »
Boeing was found through the rapidly evolving controversy between the two largest economies on the planet, although the situation is fluid and can change at any time. Trump withdrew in some US duties, including taxes imposed on the Apple iPhone imported from China.
About 10 Boeing 737 Max aircraft are preparing to join Chinese airlines, with China Southern Airlines, Air China and Xiamen Airlines closed from 2 each. Some of the jets are parked near the factory base of Boeing in Seattle, while others are located in a finishing center in Zhoushan, eastern China.
The bureaucratic part and payments for some of these jets may have been completed before the reciprocal duties announced by China on April 11, so that these planes can be allowed to enter China – as appropriate.
Last week, Bloomberg reported that Juneyao Airlines delayed the delivery of a Boeing 787-9 Dreamliner aircraft that was to take about three weeks.
New setback
For Boeing, this new turmoil also marks a new setback in one of the largest aircraft markets on the planet.
There is « probably some hope that this is temporary and provides China with a negotiating paper in any negotiation, » said one Jefferies analyst, Sheila Kayaoglu.
China is projected to cover 20% of global aircraft demand over the next two decades, while in 2018 almost a quarter of Boeing’s production ended up there. However, the US airplane manufacturing has not announced a single order in China in recent years due to commercial tensions and issues that it has caused to itself.
In 2019, China became the first country to hire 737 max after two multiple crushes. Commercial disputes with Biden and the first government of Trump also triggered a shift in Chinese orders to European Airbus. Then, in 2024, Boeing’s reputation was hit again in its quality, when a door plug exploded during the flight in January.
Boeing’s problems in China have not affected the US company as much as they could, given the huge post -post -air carriers’ post -aircraft requirements for new aircraft, especially from markets such as India, which has made its own planes initially intended for Chinese airlines.
The US company has delivered 13 737 max jet and three 787 to China in 2025, with 28 max and 787 surrenders pending according to Cirium, according to a Jpmorgan analyst, Seth Seifman.
« We do not see China as a critical factor in Boeing’s sales in the coming years, » Seifman said. However, China will be significant in the long run, however, « he added.
The existing controversy also stresses that China is still based on foreign passenger aircraft manufacturers to serve the demand for its population for air travel.
While Airbus is the most important supplier and Chinese air carriers are based on the domestic production of Comac C919 to meet their narrow -air airplane needs, airlines still have hundreds of Boeing planes on their fleets that will require maintenance, repair and repair.
Some Chinese airlines and leasing companies have created a stock of spare parts over the last two years, both from OEM spare parts and the market for older aircraft. This could help the country’s air industry face any pressure on availability.
China announced on Friday that it will implement a 125% duties on all US products from April 12, on the last escalation that started when Trump imposed duties aimed at reducing America’s trade deficit – including 20% tax on 20% on 20%.
Boeing has in stock and many other integrated planes originally intended for Chinese airlines. The US airplane manufacturing company warned that a escalating trade dispute could also harm the supply chains that had been severely pressured by the pandemic and only recently showed signs of returning to regularity.
