The U.S. planemaker was reported earlier this week to face a Chinese ban on its imports, part of an escalating confrontation over U.S. President Donald Trump’s “reciprocal” global tariffs, though industry sources said the status of rules remained unclear.
Three arrived from Boeing in Seattle in March and one arrived last week, according to Flightradar24.
The plane involved carried a Shandong Airlines livery as of February 2024, according to a photo available through Flightradar24. Air China owns a controlling stake in that carrier. Air China did not immediately respond to a request for comment.
Boeing declined to comment.
Although Boeing has not followed Airbus in assembling full airplanes in China, analysts said the aim was to build a lead in one of the world’s largest air travel markets.
Beijing has also asked that Chinese carriers halt purchases of aircraft-related equipment and parts from U.S. companies, the Bloomberg report said.
However, two U.S. industry sources said they were given no clear instructions not to ship parts to China. A separate source, who runs a maintenance and repair shop for aircraft in China, said they have not had any issues importing American parts.
Asked by media about the reported ban, a spokesperson said: “I’d refer you to competent authorities”.
For aerospace, Zhoushan is the latest staging post in a growing U.S.-led trade war. Planemakers, airlines and suppliers are reviewing contracts after Reuters reported that U.S. supplier Howmet Aerospace had ignited a debate over the cost of tariffs by declaring a “force majeure event”.
Boeing historically sent a quarter of its deliveries to China but the proportion has been falling following earlier trade tensions, a 737 MAX safety crisis and the impact of the COVID-19 pandemic.
In the longer term, China remains a strategic market. Boeing says China will more than double its fleet by 2043, with the country set to overtake the U.S. in terms of air traffic.
Boeing data shows 130 unfilled orders for China-based airlines and lessors, including 96 of the 737 MAX. Industry sources say a significant portion of the more than 760 unfilled orders for which Boeing has yet to name a buyer are for China.
Chinese airlines lease 55% of their jets and it is “highly probable” they will try to extend any expiring leases for the time being, IBA Chief Economist Stuart Hatcher said.
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