Recently, a Boeing 737 MAX took off from Zhoushan and flew back to Seattle. This was not an ordinary flight; it was a shocking signal from China to suspend the acceptance of Boeing aircraft! This decision goes beyond the trade war and strikes at the heart of the U.S. economy, creating huge waves in the global industrial chain and geopolitical landscape. Today, we will delve into its far-reaching impact.

The largest civil aviation market in the world is China, which will need eight thousand new aircraft over the next twenty years. Boeing sees this as a "gold mine." Now, with the suspension of deliveries, Boeing has lost $1 billion in inventory, and its market share is being eroded by Airbus and the domestically produced C919. By 2025, Boeing's stock price has fallen more than 10%, and its market value has halved compared to its peak, exacerbating its financial crisis!

Even more devastating is the supply chain. The titanium alloys and rudders supplied by China are critical to Boeing's survival. A cutoff would leave production lines on the brink of collapse, and finding alternative suppliers? No short-term solution! The tariff war has made matters worse, with China raising tariffs on U.S. goods to 125%. The cost of a 737 MAX has skyrocketed from $120 million to $270 million. Boeing is severely wounded!

Trump saw Boeing as a symbol of American manufacturing strength, which was also the main reason for Boeing winning the F-47 fighter jet contract. However, the prospect of Boeing losing competitiveness in the tariff war does not look good at all.

Meanwhile, China's C919 is gaining momentum! By 2025, production capacity is expected to reach 75 units, with orders exceeding 1,300 units. The domestication rate is moving from 60% to 80%. Breakthroughs in carbon fiber, avionics systems, and other technologies are unstoppable! In the next five years, the C919 will capture 30% of the narrow-body aircraft market in China, challenging Boeing and Airbus' global hegemony.

However, the C919 currently relies on the LEAP-1C engine jointly developed by GE of the U.S. and Safran of France. If the U.S. retaliates with sanctions to cut off the engine supply, the short-term production of the C919 may be hindered, and delivery schedules may face challenges. However, China has already taken precautions. The domestically produced CJ-1000A engine is in the verification stage and is expected to achieve mass production by 2030. Although there may be short-term pain, in the long run, the cutoff will force China to accelerate the autonomous development of power systems, completely摆脱external constraints.

The U.S.-China tariff war may also lead to disruptions in Boeing's supply chain. AVIC XiFei once supplied 60% of the vertical stabilizers to Boeing, but now they have turned to Airbus and the C919. Companies like Baotai Co., Ltd. are fully committed, and China's aerospace manufacturing is heading toward a trillion-dollar scale. China is transitioning from being the "world factory" to the "innovation hub"!

Trump saw Boeing as the totem of "American manufacturing," but he dared not mention the truth that the tariff war hurt Boeing itself when he angrily criticized China for "breach of contract" on social media. The contradiction in policies is evident!

Deeper crises are brewing in the military sector. Boeing Defense relies on Chinese rare earths, and the rising raw material costs may drive the unit price of the F-47 fighter jet above $300 million, exacerbating technical delays.

China demonstrates strategic resolve by suspending the acceptance of Boeing passenger aircraft and regulating rare earths, which is precise countermeasures to stop the war! The rise of the C919 and the advancement of domestically produced engines reflect the transition from "reactive response" to "proactive shaping." Even if the U.S. imposes an engine cutoff, China's long-term strategy will turn crises into opportunities. The U.S. faces a choice: continuing confrontation may accelerate the hollowing out of manufacturing; embracing multipolarity requires letting go of hegemonic mentality, and Trump's tariff war must concede defeat.

Therefore, China's refusal to accept Boeing passenger aircraft is not only a tactical countermeasure in the trade war but also a microcosm of the reconstruction of the global industrial chain and the struggle for technological sovereignty. This event marks China's transition from "reactive response" to "proactive shaping" of international rules, while the U.S. must confront its deeper contradictions of industrial hollowing out and strategic overextension. In the future, competition between China and the U.S. in aviation, technology, and other fields will become even more complex, and the Boeing incident may become an important node in the transfer of power in the era of globalization.

If "Taiwan independence" persists in resistance, then their only fate is extinction.

Original source: https://www.toutiao.com/article/7499009964409684514/

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