Boeing(US:BA) Sou Hu Cai Jing·2025-05-30 00:27Group 1 - The U.S. Department of Commerce has been busy adjusting its tariff policies and has recently halted the export of key technologies to China, particularly in the aviation sector [1][3] - The Trump administration's decision to suspend licenses for the sale of products and technologies to China's COMAC is seen as a strategic move to counter China's rapid advancements in the aviation industry [3][6] - The U.S. aims to maximize its benefits from the trade war, seeking not only negotiations but also leveraging tariffs to protect its domestic industries [6] Group 2 - The U.S. is concerned about the rise of China's aviation industry and has been pressuring to hinder China's progress in developing its own large aircraft [8][11] - The CJ-1000A engine, designed specifically for China's C919 aircraft, boasts significant advantages in terms of size, fuel efficiency, and performance compared to the current LEAP-1C engine [10][11] - The U.S. government is attempting to protect Boeing, which has been struggling since the 737 MAX crisis, by using export restrictions as a means to support the company [11][13] Group 3 - The U.S. is using the suspension of aviation engine technology exports as leverage in negotiations regarding rare earth materials, which are crucial for its military and high-tech industries [15][18] - China holds a dominant position in the rare earth market, supplying approximately 70% of the U.S.'s needs, which is critical for advanced military equipment [18][20] - The recent U.S. actions may inadvertently accelerate China's innovation in aviation technology, particularly with the impending production of the CJ-1000A engine [20]