Who would have thought that in just three years, Boeing, which has long controlled the discourse power of the global aviation manufacturing industry, will fall to the altar, and the glory will no longer be there, and the days will be worse than a year. Just now, Boeing handed over the 2021 year-end report card, and sure enough, it was still inferior to its rival Airbus.
Boeing unveiled its latest report card: a total of 340 aircraft were delivered to customers in 2021, which is better than the 157 deliveries in 2020, but it is worse than the 380 deliveries in 2019, not to mention the direct "waist cut" compared to the record 806 in 2018.
I can't compare myself to myself, and how can I compare with others. Boeing's rival, Airbus, delivered 611 aircraft last year, up 8 percent year-over-year and topped the title of the world's largest manufacturer for the third consecutive year.
It seems that 2019 is a watershed, that is, in this year, Boeing, which had two crashes, began to lose the throne of the industry's top name, and its "killer" 737 Max was tragically grounded for two years around the world.
Its own momentum is not strong, the flow of years is unfavorable, and the aviation industry depression caused by the new crown epidemic has also dragged down Boeing's business, and the comeback is far away.
In terms of aircraft sales, Boeing's net orders were 535 aircraft last year, but after deducting cancellations, that number was 479 aircraft. Airbus sold 771 aircraft with a net order of 507, almost double that of 2020.
There is no doubt that before the rise of Airbus, Boeing was a well-deserved giant in the development and production of large aircraft. So now Boeing is really at the end of the road? How many hard days are yet to come?
Not really, Boeing is still trying to grasp the last "life-saving straw", and does not want to let go for a moment, that is, the Chinese market. The report shows that China will surpass the United States to become the world's largest aviation market in 2025, and china will buy 8,600 new aircraft worth $1.4 trillion (about 8.9 trillion yuan) over the next 20 years.
If Boeing can get a piece of the pie, it can take back a city and make a comeback. Indeed, the Chinese market is extremely important to Boeing, and as soon as Boeing's ace plane was grounded in 2019, the giant's revenue in China fell from $13.76 billion in 2018 to $680 million, a direct drop of about $13 billion (about 82.8 billion yuan).
What is this concept? Boeing's full-year 2020 loss was only $11.9 billion, the highest loss in history. Therefore, even if Boeing's application for fufei in China for three consecutive times was rejected, it did not give up, and has been striving to return to the Chinese market, unwilling to watch competitors eat alone.
Although the Civil Aviation Administration of China finally issued a seaworthiness permit to Boeing, this does not mean that the Boeing 737MAX can immediately resume flights in China, and the subsequent modification of aircraft by domestic airlines and the training of pilots will also take time. In other words, what variables there are in the future, everyone does not know.
Text | Li Zejun title | Huang Zi gallium trial | Lee Ze-plutonium