{"id":438708,"date":"2026-09-24T10:13:00","date_gmt":"2026-09-24T03:13:00","guid":{"rendered":"https:\/\/www.swingfish.trade\/blog\/market-news\/from-500-jets-to-salvage-mode-boeings-china-hopes-shrink-ahead-of-summit-438708\/"},"modified":"2026-09-24T10:13:00","modified_gmt":"2026-09-24T03:13:00","slug":"from-500-jets-to-salvage-mode-boeings-china-hopes-shrink-ahead-of-summit","status":"publish","type":"post","link":"https:\/\/www.swingfish.trade\/blog\/market-news\/from-500-jets-to-salvage-mode-boeings-china-hopes-shrink-ahead-of-summit-438708\/","title":{"rendered":"From 500 jets to salvage mode: Boeing&#8217;s China hopes shrink ahead of summit"},"content":{"rendered":"<div>\n<p dir=\"ltr\">For Boeing shares, the downside is largely expectations management: the chief executive had already played down a big new order, which limits the scope for disappointment. Confirmation of even part of the 200-jet deal could be taken as a modest positive, given the scepticism now built into the story. Airbus retains its structural advantage in China through local assembly, keeping its market share lead intact for now. The broader read-across is that commercial deals are secondary to strategic issues in US-China talks, so traders should not expect order announcements to drive sentiment around the summit.<\/p>\n<p dir=\"ltr\">&#8212;<\/p>\n<p dir=\"ltr\">Earlier:<\/p>\n<ul>\n<li><a href=\"https:\/\/investinglive.com\/stocks\/bangladesh-orders-11-more-boeing-jets-as-dhaka-courts-us-to-ease-tariff-risk\" target=\"_blank\" rel=\"follow\">Bangladesh orders 11 more Boeing jets as Dhaka courts US to ease tariff risk<\/a><\/li>\n<\/ul>\n<p dir=\"ltr\">&#8212;<\/p>\n<p dir=\"ltr\">\nBoeing arrived at this year&#8217;s China summits hoping for 500 jets and is now fighting to lock in 200, a measure of how far aircraft have slipped down the US-China priority list.<\/p>\n<p dir=\"ltr\">Summary:<\/p>\n<ul dir=\"ltr\">\n<li>Hopes for a fresh Chinese Boeing commitment at Thursday&#8217;s Trump-Xi summit are fading, with talks still in flux<\/li>\n<li>Boeing is focused on finalising a provisional 200-jet deal agreed in May, down from earlier discussions of up to 500 aircraft<\/li>\n<li>Boeing had been largely shut out of China since 2017, as Airbus expanded its share with help from its Tianjin assembly line<\/li>\n<li>China is expected to need around 9,000 new jets by 2045, more than any other region<\/li>\n<li>The US Trade Representative said around 140 orders are in good shape and another 10 are being finalised, with partial details possibly announced at the summit<\/li>\n<li>The summit agenda is dominated by the trade truce, which has now been extended by two months, alongside AI safeguards, Taiwan arms sales and commodity deals<\/li>\n<\/ul>\n<p dir=\"ltr\">\nHopes that China will commit to a fresh Boeing order at Thursday&#8217;s summit between Presidents Donald Trump and Xi Jinping are fading, with the US planemaker now focused on finalising a 200-jet deal agreed in May rather than securing a larger new pledge, two people briefed on the matter told Reuters. Negotiations remain in flux.<\/p>\n<p dir=\"ltr\">The provisional May agreement, struck alongside the leaders&#8217; earlier summit in Beijing, brought Boeing back into contention for Chinese orders after it had been largely shut out of the market since 2017. Airbus used that period to expand its share in one of the world&#8217;s largest aviation markets, which both planemakers expect to need around 9,000 new jets by 2045, more than any other region.<\/p>\n<p dir=\"ltr\">Expectations had been far higher. Ahead of the spring summit, officials and Boeing were discussing a deal for as many as 500 aircraft. Boeing chief executive Kelly Ortberg described the smaller May agreement as an initial tranche and argued that regaining access to China was the real prize. Investors and analysts had anticipated another large order this week, but Ortberg played down that prospect last week, and one aerospace consultant said simply preserving the 200-plane deal would count as a win.<\/p>\n<p dir=\"ltr\">Aircraft sit well down the summit agenda. A China specialist at a Washington think tank said officials are prioritising the trade truce, AI safeguards, Taiwan arms sales and deals covering soybeans and rare earths, adding that new jet orders would be welcome but are not essential. On Wednesday, Treasury Secretary Scott Bessent said the two sides had agreed to extend the trade truce by two months beyond its November 10 expiry.<\/p>\n<p dir=\"ltr\">Structural factors also weigh on Boeing. A Singapore-based aviation consultant said Airbus has benefited from its final assembly line in Tianjin and from calmer China-Europe relations, while Boeing&#8217;s loss of influence in the region owes more to its own internal problems than to politics.<\/p>\n<p dir=\"ltr\">There are still signs of progress. US Trade Representative Jamieson Greer said on Monday that around 140 orders were in good shape, with another 10 being finalised, and one of the people briefed said details on part of the May deal could be announced at the summit if contracts are completed. China had earlier sought assurances on access to spare parts, and its commerce ministry said in May that the US had provided supply guarantees for engine parts and components.<\/p>\n<p dir=\"ltr\">Boeing declined to comment beyond Ortberg&#8217;s earlier remarks, while China&#8217;s commerce ministry, its Washington embassy and the US Trade Representative&#8217;s office did not respond to requests for comment.<\/p>\n<p dir=\"ltr\">\n<p dir=\"ltr\">\n<p>                            This article was written by Eamonn Sheridan at investinglive.com.<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>For Boeing shares, the downside is largely expectations management: the chief executive had already played down a big new order, which limits the scope for disappointment. Confirmation of even part of the&hellip;<\/p>\n","protected":false},"author":216,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[86],"tags":[],"class_list":["post-438708","post","type-post","status-publish","format-standard","hentry","category-market-news"],"_links":{"self":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts\/438708","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/users\/216"}],"replies":[{"embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/comments?post=438708"}],"version-history":[{"count":0,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts\/438708\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/media?parent=438708"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/categories?post=438708"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/tags?post=438708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}