Core Viewpoint - Airbus is facing significant challenges due to a software recall affecting approximately 6,000 A320 family jets and a quality issue with metal panels, leading to a notable decline in share prices and a reduction in delivery targets for 2025 [1][2][5]. Group 1: Quality Issues and Software Recall - Airbus identified a quality issue with metal panels on some A320 aircraft, affecting up to 628 planes, with over 100 already delivered to airlines [6][7]. - The software recall was initiated after a JetBlue A320 experienced a malfunction, resulting in an emergency airworthiness directive from Europe's aviation safety agency [3][4]. - Airbus stated that the quality issue was not a safety concern, but inspections are being conducted on all potentially affected aircraft [7]. Group 2: Financial Impact and Market Reaction - Following the news of the quality issue, Airbus shares dropped as much as 11%, marking the largest decline since April, although they recovered slightly with a 4% increase on Wednesday [1][2]. - The company has reduced its 2025 delivery target from 820 to 790 aircraft, which has somewhat reassured investors despite the overall share price being down about 8% over the past month [2][8]. - Airbus is set to report November's delivery figures soon, and despite recent challenges, its share price is still up nearly 24% for the year [9]. Group 3: Competitive Landscape - The A320 has become the most popular commercial airliner, surpassing the Boeing 737 this year, amid safety concerns surrounding Boeing [9]. - Boeing's stock has shown positive momentum, with an 8% increase following announcements of expected delivery increases next year, indicating a competitive recovery [10].

Core Viewpoint - After a period of declining stock prices, Airbus SE shares experienced a rebound, rising 4.3% without a clear reason [1] Group 1: Current Challenges - Airbus is facing significant issues with its A320 model, including a temporary grounding of 6,000 aircraft due to potential electronic disruptions from solar flares [3] - The company reported manufacturing defects from a supplier that resulted in variable thicknesses in metal panels for the A320, potentially affecting 628 planes [4] - Only 168 of the affected planes are currently in service, while the rest are in production, complicating the fix which requires inspections and possible replacements [5] Group 2: Financial Guidance - Airbus has lowered its 2025 delivery guidance from 820 to 790 planes, which is a negative development but not as severe as it could have been [6] - The company estimates it will still earn approximately $8.1 billion this year and generate free cash flow of about $5.25 billion if it meets the new target [6] - Current valuations place Airbus stock at around 23 times this year's earnings and 35 times free cash flow, indicating it may not be a cheap investment [7] Group 3: Investment Considerations - Recent software and quality control issues have negatively impacted Airbus stock, but the new guidance has provided some reassurance to investors [8] - Despite the challenges, some investors perceive Airbus stock as undervalued and a potential buy [7]

Core Insights - The article does not provide specific insights or data regarding any company or industry, focusing instead on general information about the publication itself [1]. Company and Industry Summary - No relevant company or industry information is available in the provided content [1].

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 ... ...