The European Union Aviation Safety Agency is mandating inspections of some Airbus SE A320 jets and requiring carriers to repair any out-of-spec panels found on the fuselages. https://t.co/Og3I7Whj1P ...

2025年11月，公司引进5架飞机，包括2架A321NEO、2架C919、1架C909，退出2架客机，包括1架 A320、1架B737-800。截至2025年11月末，公司合计运营825架飞机。 2025年11月，公司国内、国际地区市场的主要新开、复航、加密航线情况如下：国内市场：新开贵阳- 揭阳潮汕、南昌-扬州、宁波-西双版纳等航线;复航上海浦东-杭州、合肥-大同、合肥-沈阳、宁波-长白 山等航线;加密北京大兴-哈尔滨、北京大兴-西双版纳、昆明-重庆、天津-兰州、南京-揭阳潮汕等航线。 国际地区市场：新开北京大兴-马斯喀特等航线;复航上海浦东-新德里等航线;加密上海浦东-墨尔本、上 海浦东-普吉、上海浦东-布里斯班、南京-中国香港、昆明-万象、昆明-曼德勒等航线。 智通财经APP讯，中国东方航空股份(00670)发布公告，公司2025年11月客运运力投入(按可用座公里计) 同比上升6.51%;旅客周转量(按客运人公里计)同比上升10.35%;客座率为87.37%，同比上升3.04个百分 点。2025年11月货邮周转量(按货邮载运吨公里计)同比上升13.30%。 ...

2025年11月，本公司引进5架飞机，包括2架A321NEO、2架C919、1架C909，退出2架客机，包括1架 A320、1架B737-800。截至2025年11月末，本公司合计运营825架飞机。 格隆汇12月15日丨中国东航(600115.SH)公布，公司2025年11月客运运力投入（按可用座公里计）同比 上升6.51%；旅客周转量（按客运人公里计）同比上升10.35%；客座率为87.37%，同比上升3.04个百分 点。2025年11月货邮周转量（按货邮载运吨公里计）同比上升13.30%。 ...

US operators of nearly 2,000 Airbus SE A320 family aircraft will need to perform more frequent inspections of door fasteners to check for possible cracks, FAA directive says https://t.co/cx7ZND3EmV ...

在经历737MAX安全事故以及2024年MAX9门塞事件后，波音经过监管限产、收购Spirit AeroSystems等 一系列"自我整顿"，近期交付表现有所企稳，被IATA公开评价为"实际交付表现显著改善"。与之相对， 空客之前被视为"更稳的那个"，如今却因为供应链与质量问题不断下调交付目标、增加停场检查，自然 形成强烈反差。 "我认为我们正在看到一种转变，即市场普遍承认波音的交付表现已经显著改善。人们对波音履行其作 出的交付承诺有了更强劲信心，而我们也看到，人们对空客的信心正在减弱。"该行业组织总干事威利. 沃尔什(Willie Walsh)对记者表示。 "然而，这对于整个行业来说是令人感到失望的，因为全球新飞机的交付数量将低于此前市场的普遍预 期。"他在采访中补充表示。 最近空客遭遇A320机身金属蒙皮质量问题、软件修复、发动机与舱内供应链持续紧张，不得不在年末 把本来就被质疑的2025年交付目标从820架下调到790架;叠加之前多次指引下修以及波音交付表现的"相 对修复"，让市场感觉空客公司的交付承诺"如同儿戏"，这就是对于空客公司信心骤降的根本原因。 IATA总干事沃尔什最新的表态就是这种情绪的集中 ...

This week, Airbus got a brutal reminder that even the world's most-delivered jet - the A320 - isn't immune to shocks as disparate as solar flares and flawed metal. ...

Core Insights - Airbus is currently facing significant challenges, particularly with software upgrades and discrepancies in aircraft panels, which have led to a reduction in delivery targets for the year [2][5][9] - Despite these issues, Airbus has maintained its financial targets, which has helped stabilize its stock performance compared to Boeing [6][5] - The A320 aircraft, a key product for Airbus, remains a dominant player in the commercial aviation market, although it faces scrutiny due to recent problems [7][9] Summary by Category Company Performance - Airbus announced that 6,000 A320 aircraft required software upgrades, which were completed unexpectedly quickly over the weekend [3] - The company has revised its delivery target from 820 aircraft to 790 for the year due to ongoing checks on aircraft panels [5] - Despite the delivery target reduction, Airbus has kept its financial targets intact, which has contributed to a more stable stock performance [6] Industry Context - The A320 is recognized as the world's most flown commercial aircraft, significantly impacting Airbus's market position against Boeing [7][9] - Boeing has historically been a dominant player in the aviation industry, but Airbus has gained substantial market share with the A320 and its derivatives [8] - The competitive landscape remains tight, with both companies vying for market share, but Airbus's recent challenges have raised concerns among investors [9][10]

Key Points Software problems and quality control issues have dragged down Airbus stock lately. New guidance for 2025 deliveries, earnings, and free cash flow are reassuring investors today. 10 stocks we like better than Airbus SE › After three days of steadily falling stock prices, shares of European plane-maker Airbus SE (OTC: EADSY) finally turned around this morning and headed higher. As of 10:40 a.m. ET, the aerospace giant's shares are up 4.3%. There's no obvious reason why. Image source: Ge ...

Core Viewpoint - Airbus has revised its delivery guidance due to quality issues affecting its A320 aircraft, which has led to a significant drop in stock prices and concerns over potential widespread quality problems [1][3]. Group 1: Delivery Guidance and Quality Issues - Airbus has cut its delivery target for 2025 to 790 commercial aircraft, which is 30 fewer than previously expected, due to recent supplier quality issues with fuselage panels impacting the A320 Family delivery flow [3]. - A flaw affecting dozens of A320-family aircraft was reported, prompting Airbus to identify a quality issue with a "limited number" of metal panels, which has been contained [2][3]. - An immediate software fix was ordered for around 6,000 A320-series aircraft, resulting in a grounding of a significant portion of its narrow-body fleet and stranding travelers globally [2]. Group 2: Stock Market Reaction - Following the news of the panel issue, Airbus's stock fell nearly 7% over Monday and Tuesday, reflecting investor concerns about potential widespread quality issues similar to those faced by Boeing [3]. - Despite the delivery guidance revision, Airbus maintained its financial outlook, projecting adjusted earnings before interest and taxes of 7 billion euros and free cash flow before customer financing of approximately 4.5 billion euros [4]. - After the renewed guidance was issued early Wednesday morning, shares of Airbus rose by 4.3% as of 3:45 p.m. Paris time [4].

责任编辑：张俊 SF065 责任编辑：张俊 SF065 空客（EPA：AIR）在发现A320机身面板质量问题并近期强制要求软件修复后，将其2025年交付目标下 调至"约790架"飞机，但维持了约70亿欧元调整后息税前利润的指引。 空客（EPA：AIR）在发现A320机身面板质量问题并近期强制要求软件修复后，将其2025年交付目标下 调至"约790架"飞机，但维持了约70亿欧元调整后息税前利润的指引。 ...