Boeing(US:BA) Sou Hu Cai Jing·2025-04-23 06:56Group 1 - China has recently refused to accept Boeing aircraft, creating an opportunity for India to take over the orders that China has paused [2][3] - Indian Airlines, controlled by Tata Group, is interested in acquiring the Boeing aircraft to enhance its operational capacity and service levels, aiming to expand its market presence [2][3] - The ongoing US-China trade war may motivate India to leverage the acquisition of Boeing aircraft as a bargaining chip in tariff negotiations with the US [3] Group 2 - India's decision to impose a 12% protective tariff on certain steel products is seen as a direct move against China, which has become India's second-largest source of steel imports [5] - Despite being the second-largest crude steel producer globally, India has a low capacity utilization rate and has been a net importer of finished steel, heavily relying on Chinese supplies [5] - The imposition of tariffs may not significantly impact Indian manufacturers, as they still depend on Chinese products due to technological and management shortcomings in their steel industry [5][6] Group 3 - China's support in building advanced steel production facilities in India contrasts sharply with India's recent tariff actions, highlighting a potential betrayal of cooperation [6] - China's Ministry of Commerce has expressed strong opposition to any country sacrificing Chinese interests for tariff agreements with the US, indicating potential retaliatory measures [6]