The agreement represents a significant reopening of a market that had once accounted for a major share of Boeing’s global commercial aircraft deliveries before trade tensions and safety concerns sharply reduced Chinese demand.

Speaking aboard Air Force One after departing Beijing, Trump said China also secured an option to purchase as many as 750 additional Boeing aircraft under the arrangement. Boeing later confirmed the 200-plane order but did not disclose aircraft models, delivery timelines or financial terms.

“We had a very successful trip to China and accomplished our major goal of reopening the China market to orders for Boeing aircraft,” the company said in a statement, adding that it expected to continue addressing China’s long-term aviation demand.

Boeing Chief Executive Kelly Ortberg joined a delegation of senior American executives accompanying Trump during the Beijing visit as U.S. companies sought to deepen commercial engagement with China despite ongoing geopolitical tensions.

Trump said the agreement would also benefit GE Aerospace, which he said could supply between 400 and 450 aircraft engines tied to the deal. GE Aerospace Chief Executive H. Lawrence Culp was also part of the delegation.

The Trump administration has increasingly positioned Boeing at the center of its strategy to expand U.S. manufacturing exports and strengthen industrial competitiveness abroad. Several major aircraft orders have followed presidential visits and bilateral meetings during Trump’s second term.

Last year, Qatar Airways agreed to purchase up to 210 Boeing widebody aircraft during Trump’s Middle East visit, while Korean Air later formalized a deal valued at roughly $50 billion for aircraft, engines and maintenance services following talks in Washington with South Korean President Lee Jae Myung.

Additional orders followed from Turkish Airlines, Emirates and FlyDubai, helping Boeing recover from a prolonged downturn in international sales.

Before the COVID-19 pandemic, China accounted for roughly one-third of Boeing’s narrowbody aircraft deliveries. The company’s position weakened after deteriorating U.S.-China relations and the grounding of the 737 MAX fleet following two fatal crashes in Indonesia and Ethiopia that killed 346 people.

China became the first country to suspend operations of the 737 MAX in 2019 and resumed flights only in 2023, later than many other aviation markets.
Ortberg assumed leadership of Boeing in 2024 during a period of mounting operational and financial pressure after a panel blowout aboard a 737 MAX flight departing Portland, Oregon intensified scrutiny over manufacturing standards and safety controls.

Analysts said details surrounding broader trade agreements reached during the Trump-Xi summit remained limited. Bonnie Glaser said there was little publicly available information on other potential Chinese purchases involving U.S. agricultural and energy exports.

Carriers including Cathay Pacific Airways, Singapore Airlines, Korean Air Lines and Qantas Airways have expanded capacity to Europe in recent weeks, citing strong passenger demand and a redirection of long-haul traffic that previously flowed through Gulf hubs.

Cathay Pacific said it added flights in March and April to meet increased demand, with Chief Customer and Commercial Officer Lavinia Lau attributing the surge to passengers opting for alternative routings via Asia. The airline expects elevated demand to continue through April, supported by seasonal travel and higher long-haul bookings.

Singapore Airlines reported its Europe-bound seat occupancy rose to 93.5% in March from 79.7% a year earlier, marking its strongest regional growth. The airline said the increase was partly driven by spillover demand as capacity through Middle Eastern hubs declined.

Before the conflict, Gulf carriers including Emirates, Qatar Airways and Etihad Airways accounted for roughly one-third of passenger traffic between Asia and Europe, according to aviation data firm Cirium, and carried more than half of travelers flying onward to Australia, New Zealand and Pacific destinations.

While Gulf airlines have begun restoring operations, reaching at least 60% of pre-conflict flight levels based on Flightradar24 data, they continue to face headwinds. Travel advisories, including warnings from Australia against transiting through parts of the Middle East, have reduced passenger confidence and insurance coverage options, pushing travelers toward alternative routes.

As a result, fares on routes bypassing the Gulf have risen significantly. Data from Google Travel shows economy-class tickets between Sydney and London via non-Middle East routes costing substantially more than those transiting through Gulf hubs.

Bank of America analysts said pricing strength and market share gains for Asian carriers on Europe routes could persist for six to 12 months even after the conflict ends, citing forward booking trends and continued traveler caution.

Korean Air reported a 47.3% rise in first-quarter operating income to 517 billion won ($349.38 million), with the airline linking part of the increase to higher Europe-bound demand. Passenger revenue on European routes rose 18% year-on-year, the carrier said.

Qantas has also reallocated capacity to capitalize on the shift, expanding flights to destinations such as Paris and Rome while reducing exposure to other markets.Airservices Australia said traffic between Australia and the Middle East fell 77% year-on-year in March, with routes increasingly diverted through Asian hubs including Singapore, Kuala Lumpur, Hong Kong, Tokyo and Seoul.

Analysts say these cities are likely to consolidate their positions as alternative transit hubs if disruptions in the Gulf persist, reshaping long-haul travel patterns between Asia, Europe and beyond.