China GDP: 8% down to 4%
China's GDP growth has fallen from around 8% to the mid-4% range, reducing demand for new commercial aircraft.
Snapshot · Bloomberg Intelligence
AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price
Explore episode
Jun 26, 2026
Where this was said
Boeing Locked Out of China Since First Trump Administration — Trade War, Not MAX Safety
At 19:08 · chapter starts 18:52
George Ferguson argues China used the 737 MAX grounding as political cover amid the trade war, while China's GDP slowdown and a slow Comac C919 ramp complicate the market outlook. [1] — George Ferguson "China used the 737 MAX grounding as political cover to freeze Boeing out of its market during the US-China trade war. Since then, China's G…" 18:52
China's Boeing Freeze Was About Trade War, Not the MAX
China used the 737 MAX grounding as political cover to freeze Boeing out of its market during the US-China trade war. Since then, China's GDP growth has slowed, domestic demand has dropped, and the homegrown Comac C919 is ramping — just much slower than expected with only ~20 deliveries last year.
Comac C919: ~20 deliveries last year
China's home-grown Comac C919 narrowbody jet delivered only about 20 aircraft last year, far slower than initially expected.
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