刚刚，巨头暴跌！

Core Viewpoint - Airbus Group's stock price dropped over 10%, marking the largest single-day decline of the year, with its market capitalization falling below €150 billion due to new quality issues affecting the A320 series aircraft [2][4]. Group 1: Quality Issues - Airbus has identified an industrial quality issue affecting the fuselage wall panels of several A320 series aircraft, leading to delivery delays for some planes, although no operational aircraft have shown signs of this problem [4]. - In November, Airbus delivered 72 aircraft, 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]. Group 2: Software and Safety Concerns - Approximately 6,000 A320 aircraft have been flagged for safety inspections due to potential issues with the flight control systems, prompting Airbus to issue recall notices to over 350 operators [4][8]. - The safety concerns were triggered by an incident involving a JetBlue A320 that experienced a sudden altitude drop, resulting in injuries to passengers [7]. Group 3: Operational Impact - The CEO of Airbus acknowledged that the repair work would pose significant logistical challenges and lead to flight delays, with operators working diligently to implement necessary updates [6]. - Major airlines, including American Airlines, have reported that a significant portion of their A320 fleet requires immediate modifications, which could lead to operational disruptions [7]. Group 4: Global Fleet and Historical Context - There are approximately 11,300 A320 series aircraft currently in operation worldwide, with over half of the fleet potentially affected by the recent recall [7]. - Since its introduction in 1988, the A320 series has delivered a total of 12,260 aircraft, surpassing the Boeing 737 series in deliveries [8].