【导读】空客集团股价跌超10%，A320系列客机面临新质量问题 中国基金报 晨曦综合整理 空客集团，突然暴跌！ 据外媒近期报道，当地时间11月28日，空客宣布，约6000架空客A320飞机的飞行控制系统存在安全隐患，必须接受检查。空客已向350多家A320运营商发 布召回公告，并表示强烈的阳光可能会损坏部分飞机控制系统中的关键数据。空客敦促航空公司采取预防性保护措施，包括及时进行软件和硬件更新。 12月1日，空客欧股震荡走低，盘中跌超10%，创下年内单日最大跌幅；总市值跌破1500亿欧元。 对此，空客首席执行官傅里（Guillaume Faury）称，修复工作将"造成严重的物流挑战和航班延误"，公司为此致歉。傅里还表示："目前运营商正在夜以 继日地工作，以确保所需的更新尽快部署，使受影响的客机重返蓝天。" 此后，从美国、南美、欧洲、印度到新西兰，各地航空公司均发布警告称，维修可能导致航班延误或取消。全球最大A320运营商美国航空表示，其480架 A320中有约340架需立即整改，预计每架飞机约需2小时。其他航空公司也计划让飞机短暂停场施工，包括德国汉莎和英国易捷等。 据法媒报道，此次全球停飞指令的"导火索"， ...

Core Points - Airbus's share price dropped as much as 10% due to a supplier quality issue affecting A320 aircraft components [1][2] - The company is inspecting all potentially impacted aircraft, although only a portion may require further action [2] - Market concerns about meeting delivery targets have contributed to the share price decline, with Airbus aiming for around 820 deliveries this year [3][4] Company Impact - The A320 family is crucial for Airbus, representing the bulk of its production and being the most popular aircraft in commercial aviation [4] - Airbus's stock opened at 201.15 euros and fell to 183 euros following the news, later recovering slightly to a 6.5% decline [2][3] - The company typically has a strong end-of-year delivery push, needing to deliver over 160 planes in December to meet its annual target [3][4] Regulatory Context - European regulators issued an emergency directive related to software issues affecting around 6,000 Airbus A320 jets due to concerns over solar radiation impacting flight control data [5]

Core Viewpoint - Airbus shares experienced their largest single-day decline in over a year following reports of issues affecting several of its aircraft [1] Company Summary - The decline in Airbus shares indicates significant investor concern regarding the operational integrity of its aircraft [1] - The report suggests that the issues may impact the company's reputation and future sales [1] Industry Summary - The incident highlights potential vulnerabilities within the aerospace industry, particularly regarding aircraft safety and regulatory compliance [1] - Investor reactions to such news can lead to increased volatility in stock prices within the aerospace sector [1]

A JetBlue Airways Airbus A320 jet is serviced at a gate at Ronald Reagan Washington National Airport in Washington, D.C.Airbus shares fell sharply on Monday after the planemaker had to resolve a major software glitch impacting nearly half of all operational A320 family of jets over the weekend, with the company noting that a majority of the almost 6,000 planes affected by the issue have received a fix.Airbus said out of the nearly 6,000 aircraft affected by the glitch, “the vast majority have now received t ...

每经AI快讯，12月1日，空客股价目前下跌 9%，有望创下自2024年6月以来的最大单日跌幅。 ...

Airbus shares fell sharply on Monday after reports surfaced of a new industrial quality issue affecting fuselage panels on several dozen A320-family aircraft. ...

据了解，全球范围内可能受此影响的6000架飞机中的绝大多数也已完成相关工作，空客正在支持相关航 司推动剩余不足百架飞机尽快投入运营。（编辑：张彤 校对：张薇 审核：程凌） 此前，空客公司对近期一起涉及空客A320系列飞机的事件进行分析后发现，强烈的太阳辐射可能会破 坏一些影响飞行控制系统正常运行的关键数据。为此，空客公司于北京时间2025年11月29日凌晨发布紧 急运营商通告（AOT），要求运营商立即采取预防性措施，安装适用的软件或更换硬件，以消除潜在 的安全隐患，确保机队安全飞行。 《中国民航报》、中国民航网 记者张人尹报道：截至2025年11月30日，中国民航机队中需按监管部门 和空客公司要求采取预防性措施的空客A320系列飞机均已按照适航指令和空客技术文件完成相关工 作。所有运营中的空客A320系列飞机执行的航班运行平稳正常。 ...

Airbus delivered 72 aircraft in November, industry sources said on Monday. ...

Airbus has discovered an industrial quality issue affecting the fuselage panels of several dozen A320-family aircraft, industry sources said on Monday. ...

（文章来源：北京商报） 全球范围内，可能受此影响的6000架飞机中的绝大多数也已完成相关工作，空客正在支持相关航司推动 剩余不足百架飞机尽快投入运营。 北京商报此前报道，空客对近期一起涉及A320系列飞机的事件进行分析后发现，强烈的太阳辐射可能 会破坏一些影响飞行控制系统正常运行的关键数据。空客于北京时间11月29日凌晨发布紧急运营商通告 （AOT），要求运营商立即采取预防性措施，安装适用的软件或更换硬件，以消除潜在的安全隐患， 确保机队安全飞行。 北京商报讯（记者关子辰牛清妍）12月1日，北京商报记者从空客公司获悉，截至11月30日，中国民航 机队中需按监管部门和空客要求采取预防性措施的A320系列飞机均已按照适航指令和空客技术文件完 成相关工作。所有运营中的A320系列飞机执行的航班运行平稳正常。 ...