波音公司首席执行官凯利·奥尔特伯格周三表示，他认为中美贸易战不会阻碍公司的财务复苏。图片来源：Nathan Posner/Anadolu via Getty Images
波音公司首席执行官凯利·奥尔特伯格周三表示，在他看来，尽管中国航司目前拒绝接收波音飞机，但中美贸易战既不会阻碍公司的财务复苏，也不会影响公司实现其交付目标。
奥尔特伯格在接受美国消费者新闻与商业频道（CNBC）采访时表示，波音原本在中国有三架准备交付的客机，但由于订购飞机的中国航司“因关税环境停止接收飞机”，因此已将其中两架运回西雅图。
作为对美国特朗普总统将中国商品关税提高至145%的回击，中国政府本月已把美国商品的进口关税上调至125%。受中国当前关税的影响，波音公司售价数千万美元客机的成本将增加一倍以上，而波音是美国最大的出口商。
尽管波音原计划在今年完成中国航司50架飞机订单的交付工作，但奥尔特伯格表示公司正在“积极评估”将这些客机转售给其他意向买家的方案。
他在与分析师的电话会议中表示：“当前局势令人遗憾，但我们有很多客户希望在短期内交付，因此我们计划转而供应有稳定需求的客户，不会继续为不愿接收飞机的客户生产。”
美国投行杰富瑞（Jefferies）指出，十年前，波音约25%的成品飞机销往中国，相比之下，如今中美僵局对波音的威胁已有所减弱。
2019年，波音在华业务暴跌。当时，有鉴于两起间隔不到五个月、共导致346人死亡的空难，中国成为全球首个停飞所有737 Max机型的国家。直到2023年1月，中国航司才恢复Max机型飞行，晚于其他国家航司。
波音公司首席财务官布莱恩·韦斯特表示，在波音5000亿美元的未完成订单中，中国目前约占10%，这些订单预计要到十年后才能完成交付。
韦斯特指出，波音预计，在2025年交付的商用飞机中，有约70%面向国际客户。他表示，如果关税政策导致中国以外的国家采取报复措施并推迟接收飞机，“公司现金流或将承受更多的压力”。
韦斯特强调：“作为美国重要出口商，商用航空领域的自由贸易政策对我们来说依然十分重要。”
就在特朗普推行关税政策以反击他国“不公平贸易政策”之际，波音正试图摆脱一连串危机，包括737 Max飞行期间舱门脱落事件以及去年导致停产的工人罢工。该公司营收和股价均出现大幅下跌。
奥尔特伯格表示，波音周三公布的第一季度财报显示，公司复苏计划“已全面展开，并显现出有效迹象，不过仍处于早期阶段”。
波音公布调整后每股亏损49美分，营收195亿美元，超出了扎克斯投资研究公司（Zacks Investment Research）调查分析师的预期，后者预计波音每股亏损1.54美元，营收192.9亿美元。
公司现金消耗也从去年同期的近40亿美元大幅缩减至约22.9亿美元。
特朗普4月2日宣布全面加征关税，引发金融市场恐慌并加剧了人们对经济衰退的担忧。尽管特朗普对部分进口关税给出了90天的暂缓期，但却再次提高了本已高企的对华关税。
美国财政部长斯科特·贝森特周二在演讲中称这种局势不可持续，预计全球最大两个经济体之间的贸易战将出现“降温”。（财富中文网）
译者：冯丰
审校：夏林
Boeing CEO Kelly Ortberg said Wednesday that he doesn’t expect the U.S. trade war with China to forestall the company’s financial recovery, nor prevent it from reaching aircraft delivery targets with Chinese airlines now refusing to accept Boeing planes.
Speaking on CNBC, Ortberg said that Boeing had three airliners in China ready for delivery but brought two of them back to Seattle so far because the Chinese airlines that ordered the planes “stopped taking delivery of aircraft due to the the tariff environment.”
Beijing increased its import tax on American goods to 125% this month in retaliation for U.S. President Donald Trump raising the tariff on products made in China to 145%. China’s tariff would more than double the cost of passenger jets that Boeing, the U.S.’ largest exporter, sells for tens of millions of dollars.
While the company had planned to complete 50 orders for Chinese airlines this year, Ortberg said Boeing was “actively assessing” options for diverting those jetliners to other interested buyers.
“It’s an unfortunate situation, but we have many customers who want near-term deliveries, so we plan to redirect the supply to the stable demand, and we’re not going to continue to build aircraft for customers who will not take them,” he said during a conference call with analysts.
The standoff between Washington and Beijing is less of a threat to Boeing than it might have been a decade ago, when about one-quarter of the aerospace giant’s finished planes went to China, according to investment banking firm Jefferies.
The company’s business in China plummeted in 2019, when the country became the first to ground all Boeing 737 Max planes following a pair of fatal crashes that killed 346 people less than five months apart. Chinese airlines did not resume Max flights until January 2023, much later than other carriers in other countries.
China currently accounts for about 10% of an order backlog worth $500 billion that Boeing expects will take into the next decade to clear, Chief Financial Officer Brian West said.
About 70% of the commercial aircraft the company expects to deliver in 2025 are for international customers, West said. If tariffs cause countries besides China to retaliate and put off accepting planes, “we would expect to see additional pressure” on Boeing’s cash supply, he said.
“Given our position as a significant U.S. exporter, free trade policy across commercial aerospace remains very important to us,” West said.
Trump’s pursuit of tariffs to counter what he describes as the unfair trade policies of other nations comes as Boeing looked to turn the page on a run of problems, including a panel blowing out of a 737 Max in flight and a labor strike that shut down production last year. The company saw its revenue and stock value drop sharply.
Ortberg said the first-quarter financial results Boeing reported Wednesday indicated the company’s recovery plan “is in full swing and showing signs that it’s being effective, albeit early.”
Boeing posted an adjusted loss of 49 cents per share on revenue of 19.5 billion. The results topped the expectations of analysts surveyed by Zacks Investment Research,which called fora loss of 1.54 per share on revenue of $19.29 billion.
The company also significantly reduced its cash burn to approximately 2.29 billion from nearly 4 billion in the prior-year period.
Trump announced sweeping tariffs on April 2 that triggered panic in the financial markets and generated recession fears. The president put a partial 90-day hold on the import taxes but increased his already steep tariffs against China.
U.S. Treasury Secretary Scott Bessent said in a speech on Tuesday that situation was unsustainable and he expected a “de-escalation” in the trade war between the world’s two biggest economies.