数十架A320又曝出质量问题 空客股价盘中跌超10%！此前一客机突然高空俯冲 全球6000架飞机一度停飞 原因系太阳辐射

Core Viewpoint - Airbus experienced a significant stock drop, with shares falling over 10% on December 1, marking the largest single-day decline of the year, leading to a market capitalization drop below €150 billion [2][4]. Group 1: Quality Issues - Airbus identified an industrial quality issue affecting the fuselage skin panels of several A320 aircraft, resulting in delivery delays for some planes, although no operational aircraft have shown signs of the defect [4][5]. - A spokesperson confirmed that the quality issue originated from a supplier, affecting a small number of A320 metal panels, and that all new production panels meet required standards [5]. Group 2: Delivery Targets and Market Impact - 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 [4]. - Analysts express mixed opinions on Airbus's ability to meet its delivery targets, as delivery performance directly impacts revenue and cash flow [4]. Group 3: Safety Concerns - On November 28, Airbus announced that around 6,000 A320 aircraft must undergo checks due to safety concerns related to the flight control system, which could be affected by solar radiation [6][9]. - The issue was linked to a critical system known as "ELAC," which controls the aircraft's pitch and roll, with solar radiation causing data corruption in the system's memory [9]. Group 4: Operational Challenges - Airbus CEO Guillaume Faury acknowledged that the repair work would lead to significant logistical challenges and flight delays, with airlines working diligently to implement necessary updates [8]. - Major airlines, including American Airlines, reported that a substantial portion of their A320 fleet would require immediate rectification, potentially leading to operational disruptions [8][10]. Group 5: Global Fleet and Historical Context - Approximately 11,300 A320 aircraft are currently in operation globally, with the A320 series being the most widely used single-aisle aircraft [10]. - Since its introduction in 1988, the A320 series has delivered a total of 12,260 aircraft, surpassing the Boeing 737 series in cumulative deliveries [11].