Boeing(US:BA) Guan Cha Zhe Wang·2025-05-15 06:38Core Viewpoint - The resumption of Boeing aircraft deliveries to Chinese airlines is expected following significant progress in US-China trade talks, which include a substantial reduction in bilateral tariffs, indicating a recovery in the disrupted supply chain between the two major economies [1][3]. Group 1: Impact on Boeing and Airlines - Chinese airlines will arrange the resumption of Boeing aircraft deliveries based on their own schedules and needs, leading to a nearly 1% increase in Boeing's stock price [1]. - The previous imposition of tariffs up to 145% by the Trump administration forced several Chinese airlines to halt the acceptance of Boeing aircraft, resulting in at least three planes being returned to the US [1]. - The resumption of aircraft deliveries is expected to restart Boeing's factories and revive long-frozen agreements, leading to a comprehensive update of flight schedules and growth strategies among airlines in Asia, Europe, and the US [3]. Group 2: Market Dynamics and Future Prospects - The aviation sector is anticipated to experience a rapid rebound in the US-China travel market, with Chinese airlines likely to restart expansion plans, particularly for high-end business and trans-Pacific leisure routes [3]. - Major Chinese airlines, including China Southern Airlines, China Eastern Airlines, and Air China, have updated their flight plans for 2025, indicating a proactive approach to market recovery [3]. - Increased operations of Chinese airlines are expected to lead to more affordable ticket prices and flexible booking options for travelers, with significant growth anticipated in leisure travel, business trips, and family visits in the third and fourth quarters of this year [3]. Group 3: Infrastructure and Marketing Initiatives - US cities are preparing to enhance tourism marketing efforts targeting Chinese visitors, with cities like London, San Francisco, Los Angeles, Seattle, Chicago, and Boston planning to increase long-haul routes to China, Canada, Europe, and Southeast Asia [3]. - In response to the expected surge in passenger traffic, cities such as Beijing, Shanghai, Guangzhou, and Chengdu are accelerating airport expansions [3].