TLDR
- U.S. Treasury Secretary Scott Bessent said he expects a major Boeing aircraft order from China to be announced during President Trump’s visit to Beijing.
- Boeing (BA) stock rose 1.2% in premarket trading Thursday following Bessent’s comments on CNBC.
- The talks also cover expanded Chinese purchases of U.S. energy and agricultural goods.
- Both sides are exploring new investment frameworks, including proposed “Board of Trade” and “Board of Investment” structures.
- Bessent framed the goal as rebalancing trade by growing U.S. exports to China rather than cutting imports.
Boeing (BA) stock climbed 1.2% in premarket trading Thursday after U.S. Treasury Secretary Scott Bessent told CNBC he expects China to place a large aircraft order with Boeing during President Donald Trump’s visit to Beijing.
“I think we’re going to see the large Boeing orders,” Bessent said on CNBC’s “Squawk Box.”
The comments came as U.S. and Chinese officials opened a two-day summit focused on resetting economic ties between the world’s two largest economies.
The Boeing order is being floated as one of the headline outcomes from the Beijing meetings. It would mark a meaningful shift after a prolonged stretch of trade friction between Washington and Beijing.
Bessent said discussions go beyond aircraft. Expanded Chinese purchases of U.S. energy and agricultural goods are also on the table, along with new frameworks for Chinese investment in non-sensitive U.S. sectors.
Energy and Investment Also in Focus
On the energy side, Bessent said Chinese officials have expressed interest in importing more U.S. liquefied natural gas, particularly as new export capacity comes online.
Agricultural trade is also part of the conversation, though Bessent noted soybean commitments are largely locked in under existing agreements.
Both governments are also discussing two new cross-border management structures: a “Board of Trade” and a “Board of Investment.” These would be designed to streamline Chinese investment in the U.S. without triggering national security reviews.
“What we want to do is make sure that these investments don’t get referred to CFIUS,” Bessent said, referring to the Committee on Foreign Investment in the United States.
He also pushed back on reports of massive capital commitments from Beijing. “I’m not sure where this $1 trillion investment number has come from,” he said.
Rebalancing Trade Is the Goal
Bessent was clear about the broader objective of the talks: getting trade between the two countries into better balance.
“That’s the goal here, and that can be done one of two ways — either the U.S. receives fewer imports from China, or we sell more to China,” he said. “We’re trying to balance that out.”
The preference, he indicated, is to grow U.S. exports rather than restrict imports.
Boeing has historically been one of the biggest beneficiaries of U.S.-China trade deals. Chinese airlines represent a major chunk of demand for Boeing’s commercial jets.
The company has faced a difficult stretch in recent years — production issues, safety scrutiny, and uneven demand have all weighed on the business. A large Chinese order would provide a tangible boost.
Boeing (BA) stock was up 1.2% in premarket Thursday. The formal order announcement, if it comes, is expected during Trump’s current visit to Beijing.
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