穆迪:全球航空業低迷為中國飛機租賃公司帶來風險
評級機構穆迪表示,2020年第二季以來中國國內航空量復蘇,為航空公司恢復一定收入及現金流,增強其償付飛機租約的能力,對於中國飛機租賃公司有正面信用影響,但由於全球航空活動依然低迷,中國飛機租賃公司仍面對週期性衝擊,風險依然較高。
穆迪指出,中國大型航空企業目前飛機租賃規模已超過機隊的一半,預計未來幾年飛機租賃數量將隨著機隊的擴張而繼續增加,全球航運市場持續嚴重疲軟,中國飛機租賃公司的業務將面臨多方面的信用壓力,未來航空業因增長而提升融資信用壓力,將進一步考驗綜合租賃公司的業務模式。
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