研报掘金｜中金：上调中国飞机租赁目标价至5港元维持“跑赢行业”评级

格隆汇2025-09-15

中金发表研究报告指，中国飞机租赁早前公布业绩，上半年盈利按年增长7%至1.4亿港元，成本改善已见成效，飞机处置贡献重要增量。中期而言，该行料成本改善将为增长核心驱动，飞机处置有望持续创造可观收益。收入方面，下半年公司计划交付15架新飞机，自有机队规模回升将支持租金收入。另外，该行认为公司加速推动飞机资产处置有望助力资产溢价兑现，支持利润表现。成本方面，公司未来将持续聚焦通过多元化融资、降杠杆提...

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研报掘金｜中金：上调中国飞机租赁目标价至5港元 维持“跑赢行业”评级

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研报掘金｜中金：上调中国飞机租赁目标价至5港元维持“跑赢行业”评级