空客集团大跌。 消息面上，据环球网援引法新社最新消息，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"。 当天早些时候，据路透社报道，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。 分析结果显示，"强烈的太阳辐射可能会损坏飞行控制所需的关键数据"。这一结论已由空客方面确认。 北京时间12月1日晚间，空客集团股价大跌。当天盘中，空客集团德股、法股均一度跌超10%，截至发稿，跌幅收窄至5%左右。 此外，美国航空公司11月28日表示，由于大量空客A320飞机需要进行重大软件升级，预计将出现一些运营延误。澳大利亚捷星航空、新西兰航 空公司、日本全日空航空、哥伦比亚航空公司也宣布，由于空中客车公司对全球超过6000架A320系列客机实施紧急维修，部分由A320机型执 飞的航班已被迫停飞。 据英国航空数据分析公司睿思誉10月初数据，自1988年投入市场以来，空客A320系列客机已累计交付12260架，打破美国波音737系列客 ...

规划同时将"科技自立自强水平大幅提高"列为核心目标之一，明确提出培育壮大新兴产业与未来产业，打造新兴支柱产业，加 快新能源、新材料、航空航天、低空经济等战略性新兴产业集群化发展。 从中长期投资视角出发，我们将重点关注半导体自主可控、军工贸易、航空航天等领域的优质企业，将持续深耕产业链研究， 精准挖掘具备核心竞争力的投资标的，力争为基金持有人创造长期稳定的价值回报 农银 汇理投资部副总经理、 基金经理 谷超 近期国际经贸合作呈现积极信号：中美谈判取得阶段性成果，关税之外的相关反制措施基本恢复至 9 月初水平， 9 月后新增反 制举措均已暂停；关税领域，美国将对"芬太尼关税"下调 10% ，我国同步取消对应关税反制措施。更值得关注的是，全球头部 铁矿石企业必和必拓经协商同意，自今年四季度起将部分对华铁矿石贸易采用人民币结算计价，这不仅标志着我国在铁矿石领 域的定价话语权显著提升，更印证了人民币国际化进程的加速推进，人民币资产在全球市场的吸引力将持续增强。 "十五五规划"中提出了十五五时期经济社会发展的主要目标，其中首要提出"高质量发展取得显著成效。经济增长保持在合理区 间，全要素生产率稳步提升，居民消费率明显提高 ...

Group 1 - The Shanghai Stock Exchange has decided to terminate the listing of *ST Suwu, indicating significant regulatory action against the company [2] - Qin'an Co., Ltd. faces risks due to a small external circulation and high recent turnover rate [2] - The Chinese capital market is in a period of significant development, with substantial upward potential for stock indices [6] Group 2 - Hong Kong's retail sales in October increased by 6.9% year-on-year, surpassing expectations [7] - In November, the number of mortgage registrations for existing homes in Hong Kong fell to 4,741, a decrease of 27% month-on-month [8] - Macro Holdings plans to initiate a RMB 63.5 billion acquisition transaction [9] - Lens Technology has secured over 100 million orders for key precision structural components for the Doubao mobile phone [10]

Core Viewpoint - Airbus is facing significant challenges due to industrial quality issues affecting the A320 series aircraft, leading to delivery delays and increased investor concerns about the model's reliability [1][2][5]. Group 1: Quality Issues and Delivery Impact - Airbus has discovered industrial quality problems affecting the fuselage panels of several A320 series aircraft, resulting in delayed deliveries [2][7]. - The quality issue has emerged as Airbus aims to meet its ambitious target of delivering approximately 820 aircraft by the end of the year, potentially jeopardizing its year-end delivery plans [6][9]. - The software update implemented over the weekend has impacted around 6,000 A320 series aircraft, further raising concerns about the reliability of this aircraft model [8][9]. Group 2: Financial Implications and Analyst Predictions - Airbus's stock price plummeted nearly 10%, marking the largest decline in eight months, reflecting investor anxiety over the A320 quality issues [3][5]. - In November, Airbus delivered 72 aircraft, which was below many analysts' expectations, bringing the total deliveries for the year to 657 [8]. - Analysts have differing views on whether Airbus can achieve its delivery target, with some predicting a total of around 800 aircraft delivered, while others express concerns about the potential for slightly lower outcomes [9].

欧盟委员会近日发布2025年秋季经济展望报告预测，2025年欧盟实际国内生产总值（GDP）将增长 1.4%，欧元区增长1.3%；2026年欧盟经济将增长1.4%，欧元区经济增长1.2%。另据最新数据，经季节 调整后，今年第三季度欧盟GDP环比增长0.3%，同比增长1.5%；欧元区环比增长0.2%，同比增长 1.3%。欧盟委员会报告认为，尽管外部环境严峻，但未来欧盟经济预计将以温和速度继续扩张。 欧盟委员会负责经济事务的委员东布罗夫斯基斯表示，鉴于外部形势严峻，欧盟必须采取果断行动，释 放内部增长潜力。这意味着要加快推进竞争力议程，简化监管、完善单一市场以及促进创新。 各经济体表现分化明显 近年来，欧盟经济整体增速偏低，阶段性停滞时有出现。今年以来，欧盟国家前三季度经济呈现微弱复 苏态势，经济整体表现略高于预期。最新数据表明，经季节调整后，欧元区和欧盟第三季度经济环比增 速较上一季度的0.1%和0.2%有所加快。其中，欧元区20个经济体中，9个国家实现环比正增长，3个国 家负增长；14个国家实现同比正增长，1个国家负增长。 欧盟各经济体的表现分化明显。环比增速中，瑞典以1.1%的增速领跑，葡萄牙与捷克分别以0. ...

近期，空客麻烦不断。当地时间11月28日，空中客车公司一名发言人表示，约6000架空客A320飞机需要紧急更换一种易受太阳辐射影响的飞行 控制软件。此前，10月底美国捷蓝航空的一架飞机发生一起事故，促使空客采取行动。空客表示，在对该技术事故进行分析后，于11月28日通 知所有使用该软件的客户"立即停止飞行"。 空客集团大跌。 北京时间12月1日晚间，空客集团股价大跌。当天盘中，空客集团德股、法股均一度跌超10%，截至发稿，跌幅收窄至5%左右。 消息面上，据环球网援引法新社最新消息，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"。 当天早些时候，据路透社报道，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。 "空客公司证实，已发现供应商存在质量问题，（该问题）影响到少量A320金属面板。"该公司一名发言人对法新社称，"问题根源已查明并得 到控制，所有新生产的面板均符合所有要求。" 责编：万健祎 分析结果显示，"强烈 ...

Core Viewpoint - Airbus experienced significant stock volatility, with a drop exceeding 10% on December 1, marking the largest single-day decline of the year, leading to a market capitalization dip 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 series aircraft, resulting in delivery delays for some planes, although no operational aircraft have shown signs of this problem [3]. - 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 [3][5]. - The company confirmed that a supplier's quality issue impacted a small number of A320 metal panels, and it is conducting inspections on potentially affected aircraft, although only a few require further action [3][11]. Group 2: Safety Concerns and Operational Impact - A recent safety issue involved the flight control systems of around 6,000 A320 aircraft, necessitating immediate inspections and updates to prevent potential safety hazards [5][10]. - The root cause of the flight control issue was linked to solar radiation affecting the aircraft's ELAC (Elevator and Aileron Computer), leading to erroneous flight control commands due to data corruption [8][9]. - The CEO of Airbus acknowledged that the repair process would pose significant logistical challenges and could lead to flight delays, with various airlines warning of potential disruptions [7][10]. Group 3: Market Position and Future Outlook - The A320 series is the most widely used single-aisle aircraft in the domestic market and has surpassed Boeing's 737 series in delivery numbers, becoming the best-selling single-aisle commercial aircraft globally [5][11]. - Airbus's CEO highlighted the growing market share and projected that the Chinese civil aviation market would require over 9,500 aircraft in the next 20 years, accounting for about one-fifth of global demand [5]. - As of October, Airbus had delivered a total of 12,260 A320 aircraft since its market introduction in 1988, breaking the long-standing record held by Boeing's 737 series [11].

Core Viewpoint - Airbus experienced a significant stock price drop of over 10% during trading on December 1, following the announcement of emergency groundings for a number of A320 aircraft due to flight control software vulnerabilities to strong solar radiation [1] Group 1: Company Announcement - Airbus stated that approximately 6,000 aircraft globally could be affected, with the majority having completed necessary technical work [1] - The company is assisting airlines in getting the remaining fewer than 100 affected aircraft back into operation as quickly as possible [1] - As of November 30, all A320 aircraft in the Chinese civil aviation fleet that required preventive measures have completed the necessary work according to regulatory and Airbus technical requirements [1] Group 2: Impact on Operations - Airbus expressed apologies for the inconvenience caused to airline operations and passenger travel due to the grounding [1]

"空客公司证实，已发现供应商存在质量问题，（该问题）影响到少量A320金属面板。"该公司一名发言人对法新社称，"问题根源已查明并得到控制， 所有新生产的面板均符合所有要求。" 近期，空客麻烦不断。当地时间11月28日，空中客车公司一名发言人表示，约6000架空客A320飞机需要紧急更换一种易受太阳辐射影响的飞行控制软 件。此前，10月底美国捷蓝航空的一架飞机发生一起事故，促使空客采取行动。空客表示，在对该技术事故进行分析后，于11月28日通知所有使用该软 件的客户"立即停止飞行"。 空客集团大跌。 北京时间12月1日晚间，空客集团股价大跌。当天盘中，空客集团德股、法股均一度跌超10%，截至发稿，跌幅收窄至5%左右。 消息面上，据环球网援引法新社最新消息，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"。 当天早些时候，据路透社报道，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。 版权声明 分析结果显示，"强烈的太 ...

Group 1 - Airbus is facing significant challenges due to quality issues affecting the A320 series aircraft, leading to delivery delays and a nearly 10% drop in stock price, marking the largest decline in eight months [1][4][6] - The quality problem is specifically related to the fuselage panels of the A320 series, with some deliveries already impacted, although the extent and duration of the issue remain unclear [4][5] - Airbus has set an ambitious delivery target of approximately 820 aircraft for the year, requiring over 160 deliveries in December alone to meet this goal, which would set a new monthly record [3][5] Group 2 - Analysts have mixed opinions on Airbus's ability to meet its delivery targets, with some predicting a total of around 800 aircraft delivered, while others express concerns about the potential for slightly lower outcomes [5][6] - Recent issues with the A320 series, including engine problems with the new A320neo aircraft, have led to temporary groundings for maintenance, compounding the challenges faced by the company [6]