Group 1 - Airbus has lowered its aircraft delivery target for 2025 to approximately 790 units, down by 30 from the original target, due to quality issues with fuselage panels from suppliers affecting the A320 series delivery process [1] - This marks the second consecutive year that Airbus has been forced to reduce its annual delivery targets, having previously lowered the target to about 770 units last year [1] - Despite the delivery target reduction, Airbus has maintained its annual financial targets, expecting an adjusted EBIT of around €7 billion and a free cash flow target of approximately €4.5 billion [1] Group 2 - On November 28, Airbus announced that a significant number of A320 aircraft must be grounded for urgent software upgrades or hardware replacements due to flight control software vulnerabilities to strong solar radiation, affecting about 6,000 aircraft globally [3] - The European Aviation Safety Agency issued directives prohibiting affected aircraft from carrying passengers until the issues are resolved [3] - Most of the software updates can be completed in a few hours, but some older aircraft will require hardware changes, which may take several weeks [3] Group 3 - Airbus disclosed quality issues with fuselage panels affecting over 600 aircraft either in operation or in production, leading to delivery delays, although there are no indications that the issues have affected currently operational aircraft [4] - The company confirmed that the root cause of the quality problem has been identified and controlled, with all newly produced panels meeting requirements [4] - Following the quality issue revelations, Airbus's stock price dropped nearly 11% on December 1, marking the largest intraday decline since April 7 of the same year [4] Group 4 - Airbus is also facing issues with the PW1100G engines used in its newer A320neo aircraft, which have quality defects leading to the temporary grounding of hundreds of these aircraft for maintenance [5] - Industry analysts have noted that the pressure to meet quarterly performance targets may lead to declines in production quality, serving as a warning for the company [5] - Analysts have indicated that the production ramp-up required to meet original delivery targets is excessively high for Airbus [5]

在与宇宙射线相关的故障促使空客（EPA：AIR）对约6000架A320系列飞机进行紧急软件更新后，该公 司又指出金属机身面板存在独立的供应商质量问题，导致股价下跌。 在与宇宙射线相关的故障促使空客（EPA：AIR）对约6000架A320系列飞机进行紧急软件更新后，该公 司又指出金属机身面板存在独立的供应商质量问题，导致股价下跌。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

Core Viewpoint - Airbus experienced a significant stock drop, with a decline of over 10% on December 1, marking its largest single-day drop of the year, leading to a market capitalization falling below €150 billion [1][3]. Group 1: Quality Issues and Delivery Challenges - Airbus identified an industrial quality issue affecting the fuselage skin panels of several A320 aircraft, resulting in delivery delays, although no operational aircraft have shown signs of the defect [3]. - The company 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 [3]. - Analysts express mixed opinions on Airbus's ability to meet its delivery targets, as aircraft deliveries significantly impact revenue and cash flow [3]. Group 2: Software and Safety Concerns - A previous software issue led to a recall of A320 aircraft, with market expectations of a 2%-3% stock drop, indicating heightened market concerns [5]. - On November 28, Airbus announced that approximately 6,000 A320 aircraft required checks due to safety concerns related to the flight control system, which could lead to flight delays or cancellations [7][10]. - The root cause of the flight control issue was identified as solar radiation affecting the aircraft's memory chips, leading to erroneous flight control commands [8][9]. Group 3: Operational Impact and Global Response - Airbus CEO Guillaume Faury acknowledged that the repair work would pose significant logistical challenges and lead to flight delays, with operators working diligently to implement necessary updates [7]. - Major airlines, including American Airlines and Lufthansa, reported that a substantial number of their A320 fleets would require immediate rectification, with each aircraft needing approximately two hours for repairs [7][10]. - As of December 1, Airbus China confirmed that all A320 aircraft in the Chinese civil aviation fleet had completed the necessary work in accordance with safety directives [11].

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].

Kevin Hanks live at the CBOE pre-bell playbook. Joining me right now to take a look at the big picture. It's good morning to you.Uh we are starting lower here this morning. We had a lot of action and rally mode that we saw in the last week or so. Now what.>> Good morning, Nicole. You know, I think it's an interesting start to the trading week for the for these reasons. People waking up this morning saying, "Why are the US markets lower to start the week?" Well, part of it is foreign markets were down overni ...

【环球网快讯】据法新社最新消息，欧洲飞机制造商空客公司周一（12月1日）证实，该公司A320系列飞机面板存在"质量问题"，但该问题已得到"控 制"。 据路透社1日早些时候报道，多名业内人士当天表示，该公司已发现数十架A320系列飞机的机身面板存在工业质量问题。这些匿名消息人士称，疑似生产 缺陷正导致部分交付延迟，但目前尚无迹象表明该缺陷已影响到现役飞机。 路透社还提到，就在这一新的质量问题曝出之前，空客公司正加紧努力以实现今年极具挑战性的交付目标，并且在上周末还因软件漏洞召回了部分飞机。 此前，空客公司11月28日发布声明称，有相当数量A320系列客机因飞行控制软件易受强烈太阳辐射影响，需要紧急修复。中国民航局也于11月29日针对 空客A320系列喷气式飞机软件隐患发布适航指令，称该紧急适航指令适用于空客公司A319、A320和A321系列飞机。空中客车中国公司12月1日表示，截 至2025年11月30日，中国民航机队中需按监管部门和空中客车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。 "空客公司证实，已发现供应商存在质 ...

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].

（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。 ...

记者｜陈姗姗 编辑 ｜瑜见 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中客车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。 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。 ...

Core Points - Airbus has announced an emergency recall of 6,000 A320 aircraft due to a flight control software issue, leading to the cancellation of hundreds of flights globally [1][2] - The A320 series is the most delivered aircraft model in the industry, with approximately 3,000 of these planes in the air at the time of the recall announcement [1] - The recall was triggered by a flight incident on October 30, where a JetBlue A320 experienced a control system failure, resulting in an emergency landing [2] Impact on Airlines - All Nippon Airways canceled 95 flights, affecting around 13,500 passengers [1] - Colombia's airline reported that over 70% of its fleet was impacted and has suspended ticket sales until December 8 [1] - Several airlines, including United Airlines, Delta Air Lines, and Air India, have completed or are close to completing the necessary software updates [1] - Most affected aircraft can undergo simple software updates before the next flight, but about 900 planes will require longer hardware updates and will need to be grounded [1]