Boeing at the intersection of the trade war between the United States and China

President Donald Trump’s tariff for China hurts a valuable American company: Boeing.

Boeing fell 2.4 % on Tuesday after Bloomberg said, noting that unknown sources said that China ordered its airlines to stop connecting Boeing aircraft and American aircraft parts. After Bloomberg’s story, Trump said on the social truth China “has passed on the Big Boeing deal.”

Last week, Southern Airlines in China suspended the sale of 10 Boeing 787-8 Dreamliner aircraft, for each file with Shanghai United Assets and Equity Exchange. South China has planned to replace Dreamliners with larger and larger planes, but it is the opposite of its decision.

It is not clear whether the airline has stopped its plan because of China’s order to stop buying aircraft from Boeing or because American products carry a tax of 125 %, raising the prices of new Boeing purchases.

On April 11, the airline made notifications saying it was hanging the sale of aircraft. South China cited “issues that affect property treatment.” Nikki first reported sale suspenders.

Boeing did not immediately respond to the comment.

Eating in the market share

China is an important market for the American aircraft maker. Last year, it took a series of visits last year, including a collective workers’ strike and financial losses. Any imposition on delivery operations threatens its market share because it competes with Airbus in Europe and the latest in China.

In its 2024 annual report presented in February, Boeing described China as an “important market” that will be affected by “deterioration in geopolitical or commercial relations.” Boeing was not divided into the company’s revenues according to the region.

The company wrote: “If we cannot connect the aircraft to customers in China in line with our assumptions and/or obtain additional orders from China in the future, we may face a decrease in delivery and/or low market share.”

The state -owned airlines, the state -owned airlines, are among the 10 largest transport companies in the world on the basis of revenue.

The restrictions imposed on the purchase of entire aircraft or parts of the United States may lead to other companies owned by Chinese government, such as East East China, Hoinan Airlines, or Cichuan Airlines, which are looking for Airbus based in France or local aircraft makers to obtain new requests, which resulted in Boeing.

Two of the world’s largest transportation companies, Rianaire and Delta, have already said that they would delay the delivery of Boeing if they are imposed on their orders.

“We may delay them and hope that a healthy sense will prevail,” Ryanaire CEO, Michael Olry, told the Financial Times in the comments published on Tuesday.

Boeing has decreased by 12 % so far this year.