China has agreed to purchase 200 Boeing aircraft, according to President Trump, marking the first significant Chinese order for Boeing planes in roughly eight years. The deal was telegraphed ahead of time by Treasury Secretary Bessent, who anticipated a major announcement during diplomatic talks. Despite the scale of the order, Boeing shares declined following the news.
A 200-jet order from China is a material revenue event for Boeing, which has been locked out of the world's fastest-growing aviation market since 2017. The paradox is the stock sold off — suggesting investors are skeptical about whether these planes will actually be delivered, given ongoing trade tensions and Boeing's existing production backlogs. If the deal holds, it could add tens of billions in backlog value; if it unravels, it reinforces just how fragile US-China trade agreements remain.
Next 30–60 days: Watch for a formal signed contract or memorandum of understanding between Boeing and Chinese airlines. Q2 2025 Boeing earnings call: Management will likely be asked directly about deal status and delivery timelines. Any scheduled US-China trade talks: These will signal whether the diplomatic environment supports deal completion.
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