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Boeing's orders in the mainland market have been controversial, especially after Airbus successfully secured a large order, and the United States adopted a threatening attitude, suggesting that if Boeing aircraft are not selected, it will limit the supply of key components. However, this threat did not bring the desired results, because Boeing believes that the root cause of the problem lies in the multiple restrictions of the United States on the mainland market.
However, the recent news of high-level US visits to the mainland has given Boeing new hope. US media revealed that the US side believes that this visit may help restore shipments of Boeing 737 Max passenger aircraft in the mainland market. This view is not speculation, but revealed by multiple relevant sources. The purpose of the visit was to have an in-depth exchange of U.S. business partnership opportunities in the mainland market.
However, individuals are not optimistic about this development. First, there are divisions within the United States, with calls not to discuss cutting-edge semiconductors when visiting mainland markets, suggesting that restrictions will not be eased but may be strengthened. Even if the ban on 27 mainland companies is lifted and the exemption period for South Korean companies to obtain cutting-edge equipment in the mainland market is extended, it will not change the differences within the United States on this issue.
This could lead to an impasse, and the supply problems of Boeing and Micron would not be easy to resolve. Second, Boeing's position in the mainland market is not as good as it used to be, for three reasons. First, there are alternatives, such as China's own production and Airbus; Second, the safety of Boeing's own aircraft has attracted attention; Third, constant U.S. restrictions have left Boeing pessimistic about the prospects for the mainland market.
However, the real world is often more complex than it seems. Boeing's situation is not only limited by internal US policies, but also by many factors in the global aviation market.
First, consider the competitive landscape on a global scale. Although China's own production and the rise of Airbus constitute competition in the market, the aviation industry is still a market full of potential. Boeing's years of experience and technology in aircraft manufacturing remains one of its strong competitive advantages. At the same time, however, Boeing must take aircraft safety seriously and regain the trust of the market.
Third, the question of supply chain is also worth pondering. Boeing's supply chain is global in scope, so complex international relationships need to be considered when solving problems. Restoring supply to mainland markets may require rebuilding and adjusting supply chains, which will take time and resources.
Finally, Boeing needs to be more active in communicating and cooperating with the Chinese government and Chinese companies. This means not only addressing trade and policy issues, but also building long-term strategic partnerships to ensure Boeing's sustainable development in the Chinese market.
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