Boeing Asks Hanwha Systems to Develop Fighter Jet OLED Displays < Display Panel < 기사본문

Boeing (BA) shares rose 2% after securing a deal with Icelease to convert a 767-300 passenger jet into a cargo aircraft, with options for two more. The conversion, set to begin in Q1 2027, will be handled by ST Engineering in Singapore. The aircraft can carry up to 57 metric tons of cargo over 3,300 nautical miles. This deal expands Boeing's freighter conversion business, diversifying its revenue streams beyond new plane sales.

Boeing forecasts China will need 9,240 new aircraft by 2045, up from 9,000 in its previous outlook. Demand is driven by 5% annual passenger traffic growth, with single-aisle jets making up 78% of deliveries. China's domestic market is expected to become the world's largest, with $875 billion in related investments and 425,000 new aviation jobs projected.

Boeing forecasts China's civil aviation fleet will double in 20 years, requiring 9,240 new aircraft. The company expects 5% annual air passenger traffic growth, driven by economic factors and infrastructure investment. Single-aisle aircraft will dominate deliveries, with 7,200+ expected, while widebody and freighter demand will also grow.

The US Department of Commerce authorized Boeing to resume direct support for Belavia, allowing the Belarusian airline to obtain spare parts, components, and software for its existing fleet, including 737 variants. Belavia's CEO also noted this could facilitate negotiations for new aircraft. The decision follows a gradual easing of US restrictions since 2025, though EU sanctions remain in place.

Boeing (BA) stock rose 2.9% after an investment club bought shares at $173, citing a post-earnings selloff as an opportunity. The rally follows a 10% drop due to lower free cash flow expectations. The U.S. Space Force's $945.9M contract award and Citi's 'upside 90-day catalyst watch' also supported the stock. Boeing's backlog and defense revenue growth remain long-term positives.

The FAA ordered inspections of 2,000 Boeing 737NG aircraft after reports of mid-flight pitch movements. The directive targets issues with the horizontal stabilizer's hinges and jackscrew.