博銀2025訂單： 2025 Orders and Deliveries (Year-to-Date)

2025 Orders and Deliveries (Year-to-Date)

• Deliveries: Boeing delivered 130 commercial aircraft in the first quarter of 2025, marking a 57% increase from the same period in 2024. The breakdown includes:

  • 105 units of the 737 series

  • 5 units of the 767

  • 7 units of the 777

  • 13 units of the 787?

• Orders:

  • In March 2025, Boeing secured 163 net orders, with 88 for the 737 MAX.

  • Notable deals include:

    • A firm order from BOC Aviation for 50 Boeing 737-8 aircraft, expanding their 737 MAX portfolio to 215 jets.

    • Malaysia Aviation Groups order for up to 60 Boeing 737 MAX airplanes, comprising a firm order for 18 737-8 and 12 737-10 jets, with options for 30 more.

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???? Geopolitical Challenges

On April 15, 2025, China instructed its airlines to halt deliveries of Boeing aircraft in response to escalating trade tensions with the U.S., including the imposition of 145% tariffs on Chinese goods by the U.S. government. This move affects major Chinese carriers such as Air China, China Eastern, and China Southern, which collectively had plans to receive 179 Boeing planes between 2025 and 2027. Analysts warn that this suspension could benefit competitors like Airbus and Chinas own aircraft manufacturer, COMAC.?

2024的交貨：

2024 Orders and Deliveries Overview

• Total Deliveries: Boeing delivered 348 commercial aircraft in 2024, a significant decline from 528 in 2023, marking its lowest annual total since the pandemic .?Flight Plan+1Simple Flying+1

• Order Book: The company secured 569 gross orders in 2024, including 417 for the 737 MAX. After accounting for 192 cancellations, net orders stood at 377, down from 1,314 in 2023 .?Reuters+1Flight Global+1

• Monthly Highlights:

  • July 2024: Boeing delivered 43 jets, including 31 737 MAXs. The company reported 72 gross orders for the month, with 57 for the 737 MAX .?Reuters

  • August 2024: Deliveries included 32 737 MAXs and four 787s, marking three consecutive months with over 30 deliveries .?Reuters+4Aviation Week+4Aviation Week+4

Challenges Impacting Performance

• Production and Quality Control Issues: Ongoing quality control problems, particularly with the 737 MAX, have led to delivery delays and customer dissatisfaction .?Reuters+2Reuters+2Financial Times+2

• Labor Disputes: A machinists strike disrupted production schedules, especially for the 737 MAX, and raised concerns about Boeings financial stability .?Financial Times

• Geopolitical Tensions: On April 15, 2025, China ordered its airlines to suspend Boeing jet deliveries in response to U.S. tariffs on Chinese goods, affecting one of Boeings key markets .?Reuters