In a move with massive geopolitical and commercial implications, China is reportedly in advanced talks to purchase between 300–500 aircraft from Airbus — potentially the largest aircraft order in aviation history.
BREAKING: China Eyes Historic Order of Up to 500 Airbus Jets
In a move with massive geopolitical and commercial implications, China is reportedly in advanced talks to purchase between 300–500 aircraft from Airbus — potentially the largest aircraft order in aviation history.
🧩 Key Insights:
✅ Market Shift: With Airbus already holding ~65% of China's single-aisle market, this deal could further marginalize Boeing in the region.
✅ Trade & Politics: The order is being viewed as a strategic pivot away from U.S. manufacturers amid ongoing tariff disputes and strained China–U.S. relations.
✅ Production Power: Airbus’s expanding Tianjin Final Assembly Line will play a crucial role in fulfilling this deal — reinforcing the importance of localized aerospace manufacturing.
✅ Aviation Recovery: The timing signals confidence in long-term travel growth and China’s need to modernize and expand its domestic fleet post-COVID.
🚨 What to Watch:
Final announcement expected during a high-level EU–China summit this July.
Inclusion of widebodies like the A350 could impact long-haul strategy in Asia-Pacific.
Potential long-term implications for Boeing, COMAC, and the global supply chain.
📉 Meanwhile, Boeing continues to face delivery delays and regulatory hurdles in China — a stark contrast to Airbus's growing momentum.