中國飛機租賃(01848.HK)上半年營收超24億港元 經營溢利同比大幅增長75.9%
格隆匯8月27日丨中國飛機租賃(01848.HK)公佈中期業績,2025年上半年,公司收入總額爲24.052億港元,經營溢利爲4.810億港元,同比增長75.9%;公司股東應佔溢利爲1.405億港元,同比增長6.7%,每股盈利0.189港元,擬派中期息每股0.12港元。
於回顧期間,公司繼續秉持審慎的機隊策略,憑藉優質訂單資產及飛機交易能力持續優化機隊組合,維持高流動性現代化機隊組合。於回顧期間,集團共向航司客戶交付10架新飛機及1架二手飛機,其中多數爲空客新一代節能機型。同時,集團積極把握飛機價值上揚及降息週期帶來的市場機遇,充分發揮全球交易網絡優勢,於回顧期間新簽署21架飛機的買賣協議╱意向書,完成19架飛機與2臺發動機的出售,刷新同期飛機交易紀錄。通過飛機交易,集團在獲得出售收益的同時可不斷優化自身機隊組合。
截至2025年6月30日,集團機隊共181架飛機,其中包括151架自有飛機和30架代管飛機。按飛機數目計,自有機隊中89%爲窄體機型,具備較高流動性且廣受市場歡迎,整體資產價值受供給不足影響持續上漲。受益於優質機隊資產,除一架涉及俄羅斯航司的飛機外,集團自有機隊出租率達100%。截至2025年6月30日,集團自有機隊的平均機齡爲8.6年,平均剩餘租期爲5.7年。
飛機訂單方面,作爲全球少數幾間可直接向飛機原始製造商(「OEMs」)採購飛機的租賃商之一,集團在投資新一代節能機型的同時,亦持續助力國產飛機發展。截至2025年6月30日,集團擁有待交付訂單114架飛機,包括88架空客和26架中國商飛飛機。於2025年6月30日,本集團訂單飛機數量已達到自有機隊規模的逾七成,能夠有效支持未來發展。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.