刚刚，巨头暴跌

Core Viewpoint - Airbus Group experienced a significant stock drop, with shares falling over 10% on December 1, marking the largest single-day decline of the year and resulting in a market capitalization below €150 billion [1]. Group 1: Stock Performance - On December 1, Airbus shares fell to €183.78, down 10.32%, with a market capitalization of €144.8 billion [2]. - The stock had a trading volume of 590,000 shares, indicating heightened market activity [2]. Group 2: Quality Issues - Industry insiders reported that Airbus identified a quality issue affecting the fuselage skin panels of several A320 aircraft, leading to delivery delays [2][3]. - There are currently no indications that operational aircraft are affected by this issue [2]. Group 3: Delivery and Production Goals - In November, Airbus delivered 72 aircraft, bringing the total for the year to 657, with a target of approximately 820 deliveries for the year [3]. - To meet its delivery goal, Airbus needs to deliver over 160 aircraft in December, which would set a new monthly delivery record [3]. Group 4: Recent Challenges - Prior to the fuselage issue, Airbus faced challenges with the A320 due to software problems that led to a recall of approximately 6,000 aircraft for safety inspections [4]. - The recall was prompted by a safety concern regarding the flight control systems, which could be affected by strong sunlight [4]. Group 5: Operational Impact - Airbus CEO Guillaume Faury acknowledged that the repair work would pose significant logistical challenges and lead to flight delays [5]. - Airlines globally, including American Airlines and others, have warned that maintenance could result in flight delays or cancellations, with American Airlines needing to address issues on about 340 of its 480 A320 aircraft [6]. Group 6: Global Fleet and Safety Measures - Approximately 11,300 A320 aircraft are currently in operation worldwide, with over half of the fleet affected by the recent recall [6]. - Airbus China reported that all A320 aircraft in the Chinese civil aviation fleet have completed the necessary work as per airworthiness directives [7].