Boeing(US:BA) 智通财经网·2025-06-16 03:38Group 1 - Boeing forecasts a 40% increase in global air travel demand by 2030, requiring thousands of new jet aircraft in the coming years [1][3] - The company predicts a total demand for 43,600 new aircraft by 2044, which is consistent with last year's forecast of 43,975 aircraft by 2043 [1] - Boeing's delivery forecast includes approximately 33,300 single-aisle jets, over 7,800 wide-body jets, 955 factory-built freighters, and 1,545 regional jets [1] Group 2 - Boeing has adjusted its 20-year passenger traffic growth forecast from 4.7% to 4.2%, and has also lowered global economic growth expectations from 2.6% to 2.3% [1] - The company expects that trade fluctuations will not significantly alter long-term demand despite a reduction in freight volume growth from 4.1% to 3.7% [1] - Boeing anticipates that about 51% of new aircraft demand over the next 20 years will come from growth rather than replacing old aircraft [4] Group 3 - The Asia-Pacific region, particularly China and South Asia, is expected to account for half of the new capacity, while North America and Eurasia will represent over half of the expected deliveries for replacing old aircraft [4] - Boeing currently has 10% of its existing backlog orders from China, which has paused accepting new Boeing aircraft due to tariff conflicts with the U.S. [4]