中國飛機租賃(01848.HK)年度純利預降60%-65%
格隆匯 3 月 1日丨中國飛機租賃(01848.HK)公佈，受新冠疫情影響，2020年是商業航空有史以來最具挑戰的一年。雖然疫情蔓延全球令佔集團整體業務22.3%的海外業務受到影響(集團自有機隊共103架，其中23架租予海外航空公司)。
然而，中國抗疫成果顯著，民航市場恢復領先全球。受益於佔集團整體業務77.7%(即103架自有飛機中的80架,而其中74架由集團全資附屬公司——中飛租融資租賃有限公司("中飛租(天津)")持有)的中國區業務優秀表現。集團截至2020年12月31日("回顧年度")總收入與營運利潤與2019年度基本持平，現金結餘亦較2019年末上升。然而，集團於回顧年度錄得：
1)由於民航市場受疫情嚴重打擊，就Aviation Synergy Ltd的投資作出應占虧損及撥備約2億港元(集團收購Aviation Synergy Ltd時投資額2,800萬美元，相當於約2.18億港元)；及
2)由於人民幣兑美元匯率急速變動，人民幣未變現匯兑浮虧約3億港元。目前集團債務組合中約13%為人民幣債，為規避人民幣匯率風險，公司已作出對沖安排，於公吿日期與截至回顧年度的一般水平相比，減少了約50%的未對沖風險。
針對集團於回顧年度未經審核之綜合業績及現有資料的初步評估，公司董事會預期集團回顧年度的公司股東應占綜合溢利相較2019年將錄得60%至65%的下降。
如前所述，集團中國區業務於回顧年度業績卓越[注]，主營境內業務的全資附屬公司——中飛租(天津)錄得總收入(營業收入、其他收益及營業外收入)上升4.6%至人民幣27.93億元，淨利潤飆升約160%至人民幣4.62億元，貨幣資金結餘增加24%至人民幣22.49億元。於於回顧年度，中飛租(天津)共交付6架飛機(2019年：2架飛機)及處置17架飛機(2019年:6架飛機)，總資產交易量較前一年增加。
2020年是集團自成立以來面臨最嚴峻考驗的一年，但憑藉中國市場的領先優勢，各項業務維持穩步運營。集團未來將投放更多資源於中國市場，善用機隊升級一站式服務能力和飛機資產管理者角色乘勢而上，把握更多商機。
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