航空航天制造商空中客车公司（Airbus，股票代码：AIR.PA、EADSY）表示，受部分 A320 系列飞机机 身壁板问题影响，该公司今年的飞机交付量将低于原计划。 这家欧洲企业周三称，"鉴于近期机身壁板供应商出现质量问题，影响了 A320 系列飞机的交付流程"， 其 2025 年商用飞机交付目标调整为约 790 架。 空客表示，此前的交付目标约为 820 架；此次下调预期是因为问题发生在年末 —— 这一时期传统上是 交付业务的高峰期。 航空航天制造商空中客车公司（Airbus，股票代码：AIR.PA、EADSY）表示，受部分 A320 系列飞机机 身壁板问题影响，该公司今年的飞机交付量将低于原计划。 这家欧洲企业周三称，"鉴于近期机身壁板供应商出现质量问题，影响了 A320 系列飞机的交付流程"， 其 2025 年商用飞机交付目标调整为约 790 架。 空客表示，此前的交付目标约为 820 架；此次下调预期是因为问题发生在年末 —— 这一时期传统上是 交付业务的高峰期。 该公司指出，此次问题仅影响单通道 A320 系列飞机上 "数量有限" 的金属壁板，目前问题已得到控 制，新生产的壁板均符合所有要求。 空 ...

（文章来源：每日经济新闻） 每经AI快讯，12月3日，空中客车欧股加速上涨，现涨2.4%。 ...

Core Viewpoint - Airbus has reduced its commercial aircraft delivery target for 2025 to approximately 790 aircraft due to a supplier quality issue affecting the fuselage panels of its A320 line [1] Summary by Category Company - Airbus's new delivery target for 2025 is around 790 aircraft, which indicates a significant adjustment from previous expectations [1] Industry - The reduction in delivery targets is attributed to quality issues with suppliers, specifically concerning fuselage panels that are critical for the A320 aircraft line [1]

Core Point - The quality issue with metal panels on hundreds of A320 jets represents a significant setback for the company as it faces ongoing supply-chain challenges [1] Group 1 - The company is dealing with a major quality issue related to metal panels on its A320 aircraft [1] - This problem affects hundreds of jets, indicating a widespread impact on the fleet [1] - The quality concerns come at a time when the company is already struggling with supply-chain hurdles [1]

Core Insights - Airbus engineers have identified defects in a broader range of A320 fuselage panels, which is impacting the company's delivery schedules [1] Group 1 - The company is preparing to inspect hundreds of jets for a flaw that is affecting deliveries [1] - The chief executive of Airbus has indicated that these defects are detrimental to the company's delivery performance [1]

"空客公司证实，已发现供应商存在质量问题，（该问题）影响到少量A320金属面板。"该公司一名发 言人对法新社称，"问题根源已查明并得到控制，所有新生产的面板均符合所有要求。" 近期，空客麻烦不断。当地时间11月28日，空中客车公司一名发言人表示，约6000架空客A320飞机需 要紧急更换一种易受太阳辐射影响的飞行控制软件。此前，10月底美国捷蓝航空的一架飞机发生一起事 故，促使空客采取行动。空客表示，在对该技术事故进行分析后，于11月28日通知所有使用该软件的客 户"立即停止飞行"。 此次行动被外界称为"空客55年史上影响最大的全面召回之一"，预计将波及全球一半以上的A320机 队，并对即将到来的美国年末出行高峰造成冲击，引发全球航班运营混乱。分析结果显示，"强烈的太 阳辐射可能会损坏飞行控制所需的关键数据"。这一结论已由空客方面确认。 当地时间12月1日，空客在法国巴黎上市的股票一度下跌超过10%，创下自2020年3月以来的最大单日跌 幅。消息面上，据环球网援引法新社最新消息，欧洲飞机制造商空客公司证实，该公司A320系列飞机 面板存在"质量问题"，但该问题已得到"控制"。 当天早些时候，据路透社报道，多名 ...

Airbus is assessing the impact on year-end deliveries of a newly discovered fuselage quality issue on some of its A320 jets after it led to "weak" November handovers, CEO Guillaume Faury told Reuters ... ...

Core Insights - Airbus CEO Guillaume Faury stated that the company has turned a corner following the recent recall of thousands of jets for a rapid software fix [1] - Faury emphasized the importance of learning lessons from this incident to prevent future issues [1] Company Summary - The recent software fix involved a significant number of jets, indicating a proactive approach by Airbus to address potential safety concerns [1] - The CEO's comments suggest a focus on improving operational resilience and maintaining customer trust in the wake of the recall [1] Industry Context - The incident highlights the ongoing challenges faced by the aerospace industry regarding software reliability and safety protocols [1] - The need for rapid responses to technical issues is becoming increasingly critical in maintaining competitive advantage within the industry [1]

Core Viewpoint - The article discusses Airbus's challenging journey to migrate from Microsoft Office to Google Workspace, highlighting the complexities and difficulties faced in this transition despite initial optimism about completing the migration within 18 months [1][6]. Migration Plan - Airbus aimed to eliminate local deployment of Microsoft Office and transition all employees to Google Workspace, viewing this as a strategic decision for digital transformation [3][4]. - The former CEO Tom Enders emphasized the need for modern digital tools to support new collaborative work methods across teams and time zones [4][5]. Challenges in Migration - The initial estimate of 18 months for the migration was overly optimistic, as the number of employees increased from 130,000 to 150,000 during the process, leading to a mixed usage of both Google and Microsoft tools [7][6]. - Key reasons for the inability to fully transition include: - Excel's unmatched capability in handling large datasets, with some financial spreadsheets containing up to 20 million cells, exceeding Google Sheets' processing capacity [8][9]. - Certain teams requiring advanced document management features that Google Workspace currently lacks, such as rigorous change tracking for contracts [10]. - Regulatory and data security constraints preventing sensitive documents from being stored in the cloud, necessitating continued reliance on local solutions [11]. Mixed Usage and Compatibility Issues - The ongoing mixed usage of Google and Microsoft tools has resulted in high costs and compatibility issues, with employees facing challenges related to document format inconsistencies and collaborative conflicts [11][12]. - The digital transformation process is not merely a technical issue but involves reengineering workflows, adjusting responsibilities, and potentially reshaping organizational culture [12]. Public Reaction - The article notes public reactions to Airbus's migration challenges, with some expressing surprise at the scale of data handled and others reflecting on the inertia of employees accustomed to Excel [12][13]. - Criticism arose regarding the decision to switch to another American tech giant, questioning the rationale behind the migration when local solutions were already effective [13].

Core Viewpoint - Airbus is facing significant challenges due to industrial quality issues affecting the A320 series aircraft, leading to delivery delays and increased investor concerns about the model's reliability [1][2][5]. Group 1: Quality Issues and Delivery Impact - Airbus has discovered industrial quality problems affecting the fuselage panels of several A320 series aircraft, resulting in delayed deliveries [2][7]. - The quality issue has emerged as Airbus aims to meet its ambitious target of delivering approximately 820 aircraft by the end of the year, potentially jeopardizing its year-end delivery plans [6][9]. - The software update implemented over the weekend has impacted around 6,000 A320 series aircraft, further raising concerns about the reliability of this aircraft model [8][9]. Group 2: Financial Implications and Analyst Predictions - Airbus's stock price plummeted nearly 10%, marking the largest decline in eight months, reflecting investor anxiety over the A320 quality issues [3][5]. - In November, Airbus delivered 72 aircraft, which was below many analysts' expectations, bringing the total deliveries for the year to 657 [8]. - Analysts have differing views on whether Airbus can achieve its delivery target, with some predicting a total of around 800 aircraft delivered, while others express concerns about the potential for slightly lower outcomes [9].