刚刚,巨头暴跌!

Core Viewpoint - Airbus Group's stock price dropped over 10%, marking its largest single-day decline of the year, due to newly discovered quality issues affecting the A320 series aircraft [1] Group 1: Quality Issues - Airbus has identified an industrial quality problem affecting the fuselage wall panels of several A320 aircraft, leading to delivery delays for some planes [1] - Approximately 6,000 A320 aircraft have flight control system safety concerns that require inspection, prompting a recall notice to over 350 A320 operators [2] - The issue was triggered by a malfunction in a JetBlue Airways A320, which experienced a sudden altitude drop, resulting in injuries to passengers [3] Group 2: Operational Impact - Airbus CEO Guillaume Faury acknowledged that the repair work would cause significant logistical challenges and flight delays, apologizing for the inconvenience [3] - Major airlines, including American Airlines, have reported that a substantial number of their A320 fleet requires immediate rectification, with each aircraft expected to take about 2 hours for repairs [3] - As of December 1, Airbus China stated that all A320 aircraft in the Chinese civil aviation fleet have completed necessary work according to airworthiness directives, ensuring smooth operations [3] Group 3: Delivery Goals - Airbus delivered 72 aircraft in November, bringing the total for the year to 657, with a target of approximately 820 deliveries for the year, necessitating over 160 deliveries in December to set a new monthly record [1]