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eamondzhang
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CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 12:31 pm

CN3 has disclosed on Shanghai Share Exchange that they're buying a total of 292 A320neo series aircraft on 01 Jul 22.

Air China buys 64, with Shenzhen Airlines buying 32, for delivery between 2023 and 2027: http://static.sse.com.cn/disclosure/lis ... l01mSh.pdf

China Eastern buys 100, for delivery between 2024 and 2027: http://static.sse.com.cn/disclosure/lis ... byoHYB.pdf

China Southern buys 96, for delivery between 2024 and 2027: http://static.sse.com.cn/disclosure/lis ... wWzp5k.pdf

Michae
 
DCA350
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:02 pm

Huge order but expected. Isn't the MAX still grounded in China? No real choice..
 
Opus99
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:03 pm

https://www.reuters.com/article/us-fran ... SKCN1R61Y0

It’s this deal that’s just been firmed I think
 
Duke91
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:03 pm

So they expect the max to be grounded for longer it seems.
 
Opus99
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:06 pm

Duke91 wrote:
So they expect the max to be grounded for longer it seems.

That’s what I’m reading from it as well. Well it is what it is
 
DaCubbyBearBar
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:38 pm

If they won’t recertify the MAX, then they have to give their airlines planes that are certified
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:48 pm

It was reported that China cleared the MAX for return to service in December last year, subject to the AD.

https://www.bloomberg.com/news/articles ... #xj4y7vzkg
Boeing Co.’s 737 Max jets may resume commercial flights in China by the end of this year or early 2022, the nation’s Civil Aviation Administration said, a day after issuing an airworthiness directive that paved the way for the single-aisle workhorse to return to the Chinese skies after an almost three-year grounding.

China will also start introducing new Max aircraft around the same time, the agency said during a briefing Friday, marking a key moment for the U.S. planemaker, which has already convinced most major global regulators about the jet’s safety following extensive fixes.
 
MLIAA
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:49 pm

Interesting that China doesn’t seem to be throwing its weight behind the C919, and is instead placing huge Airbus orders. C919 seems close to certification, unless I’m missing something?
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:49 pm

 
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Polot
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:51 pm

scbriml wrote:

“Once the relevant criteria are met, these orders will enter the backlog.”

So they are not all firm yet?

The whole PR is filled with atypical wording. Guess things need to wait for a state visit.
Last edited by Polot on Fri Jul 01, 2022 1:52 pm, edited 1 time in total.
 
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tlecam
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:51 pm

Wow. Big order and congrats airbus.

Interesting that the 320 was the model they ordered; I’d have guessed the 321 just given the tendency lately for airlines to order the larger model.
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 1:56 pm

Polot wrote:
scbriml wrote:

“Once the relevant criteria are met, these orders will enter the backlog.”

So they are not all firm yet?

The whole PR is filled with atypical wording. Guess things need to wait for a state visit.


Confirmed as new orders (i.e. not "reconfirmation" of existing orders), but yes, not yet firm. Given the Chinese airlines involved have made market statements regarding the orders (including delivery schedules), there seems to be little doubt they will be firmed fairly soon.
 
Avgeek21
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 2:03 pm

Not a single widebody. Would that be a slice of the cake for Boeing? I'm not expecting the MAX in China for a loooong time going forward. Nor in Russia for that matter.
 
MohawkWeekend
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 2:28 pm

Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.

"Nato leaders voice concern about threat China poses to world order for first time"

"https://www.theguardian.com/world/2022/jun/30/nato-leaders-voice-concern-about-threat-china-poses-to-world-order-for-first-time
 
ReverseFlow
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 3:03 pm

MohawkWeekend wrote:
Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.

"Nato leaders voice concern about threat China poses to world order for first time"

"https://www.theguardian.com/world/2022/jun/30/nato-leaders-voice-concern-about-threat-china-poses-to-world-order-for-first-time


I wonder how many of them are going to be built in Tianjin though. So money in Airbus pockets but production in China.
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 3:15 pm

MohawkWeekend wrote:
Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.


While China orders a significant number of planes, it's not that huge a proportion of Airbus & Boeing's total production. All those European jobs won't change if China had just ordered 300 MAX (as they may well do in the future) and Boeing won't be laying off thousands of workers because of this order for Airbus.
 
LFA30095
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 3:31 pm

Congratulations to Airbus. So the huge backlog is no hindrance for new orders.
 
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Grizzly410
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 3:43 pm

ReverseFlow wrote:
MohawkWeekend wrote:
Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.

"Nato leaders voice concern about threat China poses to world order for first time"

"https://www.theguardian.com/world/2022/jun/30/nato-leaders-voice-concern-about-threat-china-poses-to-world-order-for-first-time


I wonder how many of them are going to be built in Tianjin though. So money in Airbus pockets but production in China.


Assembly in China, all sections comes manufactured from Europe.
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 3:49 pm

ReverseFlow wrote:
MohawkWeekend wrote:
Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.

"Nato leaders voice concern about threat China poses to world order for first time"

"https://www.theguardian.com/world/2022/jun/30/nato-leaders-voice-concern-about-threat-china-poses-to-world-order-for-first-time


I wonder how many of them are going to be built in Tianjin though. So money in Airbus pockets but production in China.


Tianjin can't build enough to meet these orders in the timelines given. It also shouldn't be forgotten that Tianjin is a FAL - final assembly only. All the fuselages & wings, etc are still manufactured in Europe and then sent to China.
 
chiad
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 4:04 pm

96 of the frames will go to China Southern Airlines.
https://www.reuters.com/article/idUSL4N2YI1YL

100 of the frames will go to China Eastern Airlines.
https://www.reuters.com/article/idUSP8N2YH095
 
MohawkWeekend
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 4:10 pm

scbriml wrote:
ReverseFlow wrote:
MohawkWeekend wrote:
Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.

"Nato leaders voice concern about threat China poses to world order for first time"

"https://www.theguardian.com/world/2022/jun/30/nato-leaders-voice-concern-about-threat-china-poses-to-world-order-for-first-time


I wonder how many of them are going to be built in Tianjin though. So money in Airbus pockets but production in China.


Tianjin can't build enough to meet these orders in the timelines given. It also shouldn't be forgotten that Tianjin is a FAL - final assembly only. All the fuselages & wings, etc are still manufactured in Europe and then sent to China.


The timing of the order fits their modus operandi.
 
ReverseFlow
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 4:11 pm

scbriml wrote:
ReverseFlow wrote:
MohawkWeekend wrote:
Hmmm.... might the lack of Boeing orders and possible continuing Chinese MAX issues be an attempt a creating a wedge issue between NATO members?

Think of all those jobs in Europe if they replace every Boeing aircraft in the PRC. Nah can't be. They've never used aircraft orders for political purposes before.

"Nato leaders voice concern about threat China poses to world order for first time"

"https://www.theguardian.com/world/2022/jun/30/nato-leaders-voice-concern-about-threat-china-poses-to-world-order-for-first-time


I wonder how many of them are going to be built in Tianjin though. So money in Airbus pockets but production in China.


Tianjin can't build enough to meet these orders in the timelines given. It also shouldn't be forgotten that Tianjin is a FAL - final assembly only. All the fuselages & wings, etc are still manufactured in Europe and then sent to China.
No, the wings are built in Xian and fuselage equipping will soon be in China, too.

http://t.m.china.org.cn/convert/c_lPtKSZBA.html

https://www.aviationnews-online.com/tec ... mbly-line/
 
PhilipBass
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 4:25 pm

https://www.euronews.com/next/2022/02/1 ... nt-venture

this and a few other reports are why I think that the Chinese Aircraft have missed their window.
 
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JetBuddy
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 4:58 pm

Congrats on the big order, Airbus.

I think there are some political considerations going on as well. Nobody knows the future of Taiwan, and seeing how things are with regards to Ukraine, sanctions could cause problems for China.
 
texl1649
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 5:40 pm

MLIAA wrote:
Interesting that China doesn’t seem to be throwing its weight behind the C919, and is instead placing huge Airbus orders. C919 seems close to certification, unless I’m missing something?


They are being very cautious about ramping up production fast, imho. This makes sense, as fixes to any problems would be quite expensive, and they can keep gathering expertise assembling/completing/maintaining new A320NEO’s etc. China has a very safe civil aeronautics industry, in some very tightly packed networks/routes in the eastern third of China.
 
Weatherwatcher1
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 6:12 pm

Avgeek21 wrote:
Not a single widebody. Would that be a slice of the cake for Boeing? I'm not expecting the MAX in China for a loooong time going forward. Nor in Russia for that matter.


There are over 60 737MAX that have been delivered to Chinese operators so far. There have been 737 MAX flight tests in China, but given the reduced demand because of the Covid surge and Chinese lockdowns, airlines haven’t been in a hurry to fly the 737 MAX yet. I’m not so sure more orders are a loooong time away
 
LDRA
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 9:25 pm

Delivery starts in 2024, has the engine selection completed yet?
 
Ronaldo747
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 10:25 pm

Word on the street it's a A320neo family order, not only A320neo as there are also A319neo, A321neo in this order as well. No A321XLR though.
 
mdavies06
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Fri Jul 01, 2022 11:57 pm

The ordering entities in this case is CAAC, and as CAAC controls nearly all of China's commercial airlines, the order is just part of a scheme to balance the trade deficit that EU is having against China, and a political gesture as well as commercial. Once President XI resumes international trip, watch out for today's order to be 'reannounced' again with more details when he next meet up with Scholz or Macron.
Given that the order was first made in 2019 at the height of the MAX crisis, there was probably a public image related need in China to avoid ordering the MAX in 2019, so I'd expect an order to go to Boeing too now that MAX has returned to flying, plus some widebodies too. The trade tariff negotiations with the Biden administration will contains requests which will point towards a potential future Boeing order. In short, its just political posturing.
 
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Heavierthanair
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Sat Jul 02, 2022 9:55 am

mdavies06 wrote:
Given that the order was first made in 2019 at the height of the MAX crisis, there was probably a public image related need in China to avoid ordering the MAX in 2019, so I'd expect an order to go to Boeing too now that MAX has returned to flying, plus some widebodies too. The trade tariff negotiations with the Biden administration will contains requests which will point towards a potential future Boeing order. In short, its just political posturing.


Bloomberg seems to think these are two separate orders
Quote:
But, for now, Boeing can only watch as Airbus celebrates an order bonanza that doubles a 290-aircraft deal the European manufacturer struck in March 2019.
Unquote:

The Chinese carriers already operate quite a number of NEO's and more get delivered just about weekly. So these appear to be from the 2019 order. The Tianjin A320 assembly line also exclusively supplies Chinese carries, likely covered by the previous order, and for what I know this assembly line is in full operation

https://www.bnnbloomberg.ca/boeing-pain-from-us-china-trade-war-seen-in-airbus-bonanza-1.1786767
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Sat Jul 02, 2022 11:21 am

Heavierthanair wrote:
The Tianjin A320 assembly line also exclusively supplies Chinese carries


Tianjin A320s have been delivered to non-Chinese airlines since 2017, but I don't know how many.

https://www.airbus.com/en/newsroom/pres ... o-air-asia
AirAsia has taken delivery of the first A320neo assembled at the Airbus Final Assembly Line Asia (FALA) at a dedicated ceremony in Tianjin, China. The aircraft, powered by CFM LEAP-1A engines, seats comfortably 186 passengers and is equipped with the innovative Space-Flex cabin.

AirAsia is the largest airline customer of the A320 Family with orders for 578 aircraft. These include 404 A320neo Family aircraft.

Aireen Omar, AirAsia Berhad Chief Executive Officer said: “We are very proud to receive the first Airbus A320neo fully assembled in Tianjin, China and we would like to congratulate Airbus, as well as the Chinese Government for achieving yet another milestone. China is today one of the world’s most important markets for aviation, and we are honoured to be part of the development and rapid growth of China’s civil aviation. We are certainly proud to take delivery of this aircraft fully assembled in Tianjin and have this historic aircraft as part of our fleet”.
 
eamondzhang
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Sat Jul 02, 2022 11:32 am

tlecam wrote:
Wow. Big order and congrats airbus.

Interesting that the 320 was the model they ordered; I’d have guessed the 321 just given the tendency lately for airlines to order the larger model.

They all said A320neo series, not specifically A320neo. IIRC MU and CA mentioned they have not decided on how many of specific types they are ordering yet.

Michael
 
eamondzhang
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Sat Jul 02, 2022 11:34 am

scbriml wrote:
Heavierthanair wrote:
The Tianjin A320 assembly line also exclusively supplies Chinese carries


Tianjin A320s have been delivered to non-Chinese airlines since 2017, but I don't know how many.

https://www.airbus.com/en/newsroom/pres ... o-air-asia
AirAsia has taken delivery of the first A320neo assembled at the Airbus Final Assembly Line Asia (FALA) at a dedicated ceremony in Tianjin, China. The aircraft, powered by CFM LEAP-1A engines, seats comfortably 186 passengers and is equipped with the innovative Space-Flex cabin.

AirAsia is the largest airline customer of the A320 Family with orders for 578 aircraft. These include 404 A320neo Family aircraft.

Aireen Omar, AirAsia Berhad Chief Executive Officer said: “We are very proud to receive the first Airbus A320neo fully assembled in Tianjin, China and we would like to congratulate Airbus, as well as the Chinese Government for achieving yet another milestone. China is today one of the world’s most important markets for aviation, and we are honoured to be part of the development and rapid growth of China’s civil aviation. We are certainly proud to take delivery of this aircraft fully assembled in Tianjin and have this historic aircraft as part of our fleet”.

I believe only less than 10 A320s from Tianjin FAL were delivered to any airlines outside of China. Fair to say most of them are going to Chinese airlines, much like Mobile FAL.

Michael
 
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hongkongflyer
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Sat Jul 02, 2022 3:15 pm

Weatherwatcher1 wrote:
Avgeek21 wrote:
Not a single widebody. Would that be a slice of the cake for Boeing? I'm not expecting the MAX in China for a loooong time going forward. Nor in Russia for that matter.


There are over 60 737MAX that have been delivered to Chinese operators so far. There have been 737 MAX flight tests in China, but given the reduced demand because of the Covid surge and Chinese lockdowns, airlines haven’t been in a hurry to fly the 737 MAX yet. I’m not so sure more orders are a loooong time away


The recent MU738 crash delayed to progress
 
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hongkongflyer
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Sat Jul 02, 2022 3:17 pm

mdavies06 wrote:
The ordering entities in this case is CAAC, and as CAAC controls nearly all of China's commercial airlines, the order is just part of a scheme to balance the trade deficit that EU is having against China, and a political gesture as well as commercial. Once President XI resumes international trip, watch out for today's order to be 'reannounced' again with more details when he next meet up with Scholz or Macron.
Given that the order was first made in 2019 at the height of the MAX crisis, there was probably a public image related need in China to avoid ordering the MAX in 2019, so I'd expect an order to go to Boeing too now that MAX has returned to flying, plus some widebodies too. The trade tariff negotiations with the Biden administration will contains requests which will point towards a potential future Boeing order. In short, its just political posturing.


Very reasonable for not buying from someone unfriendly with you unless you are the only one supplying it in the world.
 
Avatar2go
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 8:34 am

The thing about the MAX ungrounding in China is that it's mostly for appearance. The Chinese government can still slow-walk the return to service as a matter of policy, even while appearing to fall in line with the rest of the world and US requests. There is no daylight between CAAC, the airlines, and the government. They are opaque as always.
 
Avatar2go
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 8:40 am

hongkongflyer wrote:

The recent MU738 crash delayed to progress


That crash did not involve a MAX, and there is no evidence of a defect in the aircraft or involvement by Boeing. It's been quietly hushed by the Chinese government, so don't think it plays a role in whatever is happening with the MAX in China.
 
FluidFlow
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 8:51 am

I dont want to go too much into politics, as this does not belong here, but the way aircraft aquisition goes in China it is always decided at a political level. Hence the MAX (and other Boeing products) are used as leverage from the chinese government. Current tensions in the South China Sea and Taiwan as well as certain decisions from the previous US government have put a strain on US-China relations. Now china can use Boeing exports as a bargaining chip. Airbus stands at the moment in a better light as the EU is not so invested in SEA politics. This can change again but for now Boeing has to climb a very steep hill to make anything happen in China. I would not even be surprised to see A339s in China at one point just because of politics and to show the US (and Boeing) what China is willing to do.
 
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hongkongflyer
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 9:09 am

Avatar2go wrote:
hongkongflyer wrote:

The recent MU738 crash delayed to progress


That crash did not involve a MAX, and there is no evidence of a defect in the aircraft or involvement by Boeing. It's been quietly hushed by the Chinese government, so don't think it plays a role in whatever is happening with the MAX in China.


The delay is because all the flight tests were suspended after the MU crash, CZ recently begin to do the test flight again.
 
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hongkongflyer
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 9:12 am

FluidFlow wrote:
I dont want to go too much into politics, as this does not belong here, but the way aircraft aquisition goes in China it is always decided at a political level. Hence the MAX (and other Boeing products) are used as leverage from the chinese government. Current tensions in the South China Sea and Taiwan as well as certain decisions from the previous US government have put a strain on US-China relations. Now china can use Boeing exports as a bargaining chip. Airbus stands at the moment in a better light as the EU is not so invested in SEA politics. This can change again but for now Boeing has to climb a very steep hill to make anything happen in China. I would not even be surprised to see A339s in China at one point just because of politics and to show the US (and Boeing) what China is willing to do.


At the same time USA also using the CPU related technology a the political tool. It is a fair game.
 
MohawkWeekend
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 10:59 am

What is CPU?
 
JonesNL
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 11:36 am

FluidFlow wrote:
I dont want to go too much into politics, as this does not belong here, but the way aircraft aquisition goes in China it is always decided at a political level. Hence the MAX (and other Boeing products) are used as leverage from the chinese government. Current tensions in the South China Sea and Taiwan as well as certain decisions from the previous US government have put a strain on US-China relations. Now china can use Boeing exports as a bargaining chip. Airbus stands at the moment in a better light as the EU is not so invested in SEA politics. This can change again but for now Boeing has to climb a very steep hill to make anything happen in China. I would not even be surprised to see A339s in China at one point just because of politics and to show the US (and Boeing) what China is willing to do.


There is also the A330n line in China, which helps as a bargaining chip for orders in the future. Boeing has a limited presence in China for their WB's...
 
Vicenza
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 12:12 pm

MohawkWeekend wrote:
What is CPU?


The like of semiconductors and computer chips etc
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 1:21 pm

JonesNL wrote:
FluidFlow wrote:
I dont want to go too much into politics, as this does not belong here, but the way aircraft aquisition goes in China it is always decided at a political level. Hence the MAX (and other Boeing products) are used as leverage from the chinese government. Current tensions in the South China Sea and Taiwan as well as certain decisions from the previous US government have put a strain on US-China relations. Now china can use Boeing exports as a bargaining chip. Airbus stands at the moment in a better light as the EU is not so invested in SEA politics. This can change again but for now Boeing has to climb a very steep hill to make anything happen in China. I would not even be surprised to see A339s in China at one point just because of politics and to show the US (and Boeing) what China is willing to do.


There is also the A330n line in China, which helps as a bargaining chip for orders in the future. Boeing has a limited presence in China for their WB's...


It's a completion and delivery centre, not a production line. They install interiors (seats, loos & galleys) and paint the aircraft prior to delivery.
https://www.airbus.com/en/newsroom/pres ... e-in-china
 
accentra
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 1:28 pm

FlightGlobal is running an article covering Boeing's response to this Airbus order. It's behind a paywall at:

https://www.flightglobal.com/aerospace/ ... 64.article

But it essentially quotes Boeing as being 'dismayed' at the order and blaming it on geopolitical considerations, while raising the spectre that this kind of thing will threaten US domestic jobs.

Not sure I can recall this kind of reaction before? Looks like this one has really stung Boeing? Possible concerns about what this actually means for the Chinese Max orders?
 
MohawkWeekend
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Mon Jul 04, 2022 1:43 pm

The PRC is trying to threading the needle on this one. Without the import of US aircraft and the US rerouting LNG exports away from China to Europe, the US trade deficit will absolutely explode in favor of the PRC. The PRC can ill afford to lose Boeing who is one of the biggest supporters of trade between the 2 countries.

Losing Boeing's trade advocacy, along with their continuing military threats to the US, Japan and Australia and support for Putin, the PRC might finally kill the goose that laid the golden egg.
 
BigAppleCoder
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Tue Jul 05, 2022 11:17 pm

There's no doubt that the PRC wanted to send a message to the Boeing and USA that the good times are over. Check out the tone from this article from the Global Times of China:

https://www.globaltimes.cn/page/202207/1269678.shtml

I find an interesting component of this story to be the attention it gives to the expanded cooperation between Airbus and China (seen in agreements to produce components and assemble aircraft on the Chinese mainland). This helps the PRC achieve their goal of growing a domestic aircraft production capacity that will eventually be competitive across all of the Airbus and Boeing product lines.
 
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scbriml
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Re: CN3 buys 292 A320neo series (01 Jul 22)

Tue Jul 05, 2022 11:53 pm

accentra wrote:
FlightGlobal is running an article covering Boeing's response to this Airbus order. It's behind a paywall at:

https://www.flightglobal.com/aerospace/ ... 64.article

But it essentially quotes Boeing as being 'dismayed' at the order and blaming it on geopolitical considerations, while raising the spectre that this kind of thing will threaten US domestic jobs.

Not sure I can recall this kind of reaction before? Looks like this one has really stung Boeing? Possible concerns about what this actually means for the Chinese Max orders?


I'm reasonably sure that China will need to order more MAX sooner or later. Whether or not the current orders remain is the more interesting immediate question.
Last edited by scbriml on Tue Jul 05, 2022 11:59 pm, edited 1 time in total.
 
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scbriml
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Joined: Wed Jul 02, 2003 10:37 pm

Re: CN3 buys 292 A320neo series (01 Jul 22)

Tue Jul 05, 2022 11:59 pm

BigAppleCoder wrote:
There's no doubt that the PRC wanted to send a message to the Boeing and USA that the good times are over. Check out the tone from this article from the Global Times of China:

https://www.globaltimes.cn/page/202207/1269678.shtml


It's hard to take that article very seriously - it reads like pure propaganda straight from Xi Jinping's desk.

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