Boeing’s investors were ready to know the full impact of the trade war, Donald Trump, amid fears that the American swing maker could hit more strongly than expected after the aircraft returned to a Chinese airline that returned to the United States.
A Chinese aircraft 737 MAX 8 dedicated to use by a Chinese airline returned to the United States on Monday from the Boeing Center in China, according to the airlines consulted by Reuters. It followed the arrival of the United States on Sunday from 737 Draw in Chinese airlines Xiamen Airlines At the American Production Center in Planemaker in Seattle.
Boeing’s share price fell by almost 3 % on Monday, in line with the sale of Wall Street. American stock markets were exposed to much higher fluctuations this month as investors tried to determine the effects of the Trump tariff.
The aviation industry has fallen into the trade war. Trump’s tariff for goods from almost all countries caused unrest all over the world, with the trade of US -most affected American goods, with 145 % novels on American imports and 125 % on the goods that go in the other direction.
The value of a new 737 MAX is about $ 55 million (41.4 million pounds), according to IBA, aviation consultations. This makes the identification tariff by 125 % unchanged significantly the business model in the airline.
Boeing’s return confirms the weak customs tariff for the largest manufacturing source in the United States. He adds to Boeing’s problems just as she was trying to recover from the explosion of the door board in the air in January 2024, prompting the company to replace the CEO.
Kelly Ordberg, from Boeing took over after the safety crisisYou will reveal the financial results in the first quarter of the company on Wednesday. Analysts expect a significant improvement in sales compared to the previous year, as revenues increased by 20 % to $ 19.8 billion, although they still expect losses of $ 466 million per quarter.
However, the results are likely to be overwhelmed by questions about the impact of definitions on work.
Douglas Harding, an analyst at Bernstein, a research company, said he does not expect “final answers” to a tariff tariff, but he was “concerned that the risks are greater than” expected “given the lack of airlines in pushing the customs tariffs, and the potential delay to try to avoid production.
Harring said that the suspension of Chinese delivery may reach the generation of money in 2025, although he added that he expected the planes to be delivered in the end.
However, investors must face great uncertainty about the intentions of the White House. Trump’s current policy is to raise the definitions of many countries after the end of A. 90 days “stop” at higher rates, with the exception of China After the disturbances of the market spread to the bond market.
Richard Apollavia, Managing Director of Dynamic Consulting, a consultant, said, a consultant, Trump administration He showed “a deep and acquired level of ignorance” of how the aviation industry works, and that long -term definitions will be harmful to Boeing.
Apologa said that the short -term strike to increase Boeing should be relatively limited, but added that the company should return strongly against the Trump tariff, especially to avoid “a catastrophic trade war with the rest of the world.”
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“As for the Chinese market,” in the long run, it begins. “It is expected that Chinese airlines will represent up to five new sales of aircraft, in one of the main markets of Boeing and its European competitor.” You cannot leave this to Airbus, “said Apollia.
In a sign that the trade war can intensify beyond the relationship between the United States of China, Beijing warned on Monday that it would work Take “sensation and mutual” counter measures Against other countries that are negotiating with the United States if a deal is concluded at the expense of China.
However, the rest of the world may be less likely to be affected by anti -measures, given the dependence on China on American and European aircraft.
Reuters reported that 737 MAX 8 landed in the American region in Gamm on Monday, after leaving the Boeing Completion Center in Choshan near Shanghai.
A spokesman for Xiamen Airlines confirmed on Monday to Reuters that two aircraft were marked with the carrier had gone to the United States, but they refused to provide a cause.
Boeing is approaching the comment.
