Boeing(US:BA) Shang Wu Bu Wang Zhan·2025-08-28 10:30Core Viewpoint - The FAA plans to conduct scenario-based planning with Boeing before considering lifting the production cap of 38 737 Max aircraft per month, focusing on quality assurance [1] Group 1: FAA and Boeing Production Plans - The FAA intends to perform desktop exercises to evaluate potential issues Boeing may face when increasing production [1] - The exercises are expected to be completed by the end of September [1] - The FAA imposed unprecedented production limits on Boeing following an emergency incident involving a 737 Max 9 aircraft in January 2024 due to missing critical bolts [1] Group 2: Boeing's Market Developments - Boeing's CEO expressed confidence in raising the production of the 737 Max to 42 aircraft per month [1] - Korean Air announced a $50 billion deal to purchase over 100 Boeing aircraft along with several spare engines, including a 20-year engine maintenance agreement [1] - The aircraft from the Korean Air deal are scheduled for phased delivery by the end of 2030 [1]