🇨🇳 China Prepares for Airline Changes: How Will Boeing Be Replaced?
After the ban on Boeing deliveries, China is facing the threat of a shortage of aviation parts. However, urgent measures have already been implemented — revealing just how vulnerable this sector of the country's economy is.
⚫ What’s Happening
💬 Chinese airlines are unable to receive new planes and parts from Boeing
💬 Parts reserves were built up since last year: purchasing old planes and stockpiling parts
💬 COMAC has increased its engine reserves for the production of dozens of C919 aircraft
💬 Airbus may supply additional engines — but only if they are part of the aircraft package
💬 China is preparing support measures for airlines leasing Boeing planes
⚫ Why This Is Important
💬 The aviation industry remains critically dependent on the U.S. and the West
💬 Engines for the C919 are produced by a joint venture between GE and Safran
💬 Components are supplied by Honeywell, Raytheon, Parker, and Eaton
💬 Even if the planes are produced in China, key technologies are still Western
⚫ What’s Next
💬 Some analysts believe the ban is part of a negotiation tactic
💬 Alternative: using Singapore as an aviation hub for parts deliveries
💬 But without access to American technologies, fleet support is impossible in the long term
The aviation industry is China’s Achilles' heel in the trade war. Even national planes depend on the U.S., meaning real import substitution has not yet occurred.
