9月8日消息，港股航空股集体上涨，其中，中国国航、中国飞机租赁涨超3%，中国南方航空涨超2%， 中国东方航空涨超1%。 另外，俄罗斯总统普京在东方经济论坛全会上谈到中国将对俄罗斯公民试行免签政策时表示，作为对中 方这一友好措施的回应，俄罗斯也将相应地对等实施对华免签政策。OTA平台数据显示，以莫斯科、圣 彼得堡为目的地的机票搜索量周同比增长翻番。其中，北京到莫斯科的机票搜索量最高，平均含税价格 为1482元。 责任编辑：栎树 消息上，国金证券指出，暑运民航旅客量增长3.6%，BDTI环比增长。中期受飞机制造商及上游零部件 供应商产能制约，供给增速将放缓，供需优化推动票价提升，航司利润弹性将释放，短期反内卷持续 中，国内裸票价同比转正，推荐航空板块，推荐中国国航、南方航空。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 公司名稱: 中國飛機租賃集團控股有限公司 呈交日期: 2025年9月1日 第 1 頁 共 10 頁 v 1.1.1 致：香港交易及結算所有限公司 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01848 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD ...

Core Viewpoint - China Aircraft Leasing (01848) reported that its wholly-owned subsidiary, CEA Leasing (Tianjin), achieved a total revenue of 2.063 billion yuan and a net profit of 479 million yuan for the six months ending June 30, 2025 [1] Financial Performance - Total revenue for the first half of 2025 was 2.063 billion yuan [1] - Net profit for the same period was 479 million yuan [1]

Core Viewpoint - China Aircraft Leasing Group (01848) announced that its wholly-owned subsidiary, CEA Finance Leasing Co., Ltd. (Tianjin), achieved total revenue of 2.063 billion yuan and a net profit of 479 million yuan for the six months ending June 30, 2025 [1] Financial Performance - Total revenue for the six-month period reached 2.063 billion yuan [1] - Net profit for the same period was reported at 479 million yuan [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因依賴該等內 容而引致的任何損失承擔任何責任。 CHINA AIRCRAFT LEASING GROUP HOLDINGS LIMITED 中飛租 (天 津 )2025 年 中 期 未 經 審核 財務 資 料 概 要 根 據 上 海 證 券 交 易 所 上 市 規 則 及 中 國 其 他 相 關 條 例 及 法 規 所 規 定 ， 一 份 名 為 「 中 飛 租 融 資 租 賃 有 限 公 司 - 公 司 債 券 中 期 報 告 （ 2025 年 ）」 之 公 告 已 於 2025 年 8 月 28 日 刊載 於 上海 證 券交 易所 網 站 (http://www.sse.com.cn)， 並可 於該 網 站下 載 。此 外， 中 飛租 （ 天津 ） 截 至 2025 年 6 月 30 日 止 六个 月 之 財 務 資 料 預 期 於 2025 年 8 月 28 日 刊 載 於 中 國 外 匯 交 易 中 心 網 站 (www.chinamoney.c ...

Core Viewpoint - China Aircraft Leasing (01848) announced the signing of a sale agreement for an Airbus A321-200 aircraft with an independent third party, expected to be completed by November 30, 2025 [1] Group 1 - The transaction involves a wholly-owned subsidiary of the company acting as the seller [1] - The sale agreement was established on August 27, 2025, after trading hours [1] - The completion of the sale is anticipated to occur on or before November 30, 2025 [1]

Core Viewpoint - China Aircraft Leasing (01848) announced the signing of a sale and purchase agreement for an Airbus A321-200 aircraft between a wholly-owned subsidiary special purpose entity (seller) and an independent third party (buyer), expected to be completed by or before November 30, 2025 [1] Summary by Relevant Sections - Transaction Details - The sale involves one Airbus A321-200 aircraft [1] - The agreement was signed on August 27, 2025, after trading hours [1] - Completion of the sale is anticipated by or before November 30, 2025 [1]

Performance Summary - China People's Insurance Group reported revenue of 324.12 billion yuan, a year-on-year increase of 10.87%, and a net profit of 26.67 billion yuan, up 13.98% [1] - China Life Insurance recorded revenue of 239.49 billion yuan, a 2.2% increase, with a net profit of 40.93 billion yuan, growing by 6.9% [1] - CNOOC's revenue was approximately 207.61 billion yuan, down 8.45%, with net profit around 69.5 billion yuan, a decrease of 13% [2] - Meituan's revenue reached 178.40 billion yuan, up 14.7%, but adjusted net profit fell by 41% to 12.44 billion yuan [3] - CITIC Bank's revenue was 105.43 billion yuan, down 2.96%, while net profit increased by 2.8% to 36.48 billion yuan [3] - Fosun International's revenue decreased by 10.8% to 87.28 billion yuan, with net profit down 8.2% to 0.66 billion yuan [3] - New Hope Energy reported revenue of 55.67 billion yuan, a 2% increase, but net profit decreased by 5.6% to 2.43 billion yuan [4] - China Cinda's revenue was 34.36 billion yuan, down 2%, while net profit increased by 5.8% to 2.28 billion yuan [5] - China Orient Group's revenue decreased by 12% to 19.86 billion yuan, but net profit surged by 116% to 0.20 billion yuan [6] - Shimao Group's revenue fell by 49% to 14.80 billion yuan, with a net loss of 8.93 billion yuan, narrowing by 61% [7] - Chongqing Steel's revenue was approximately 13.08 billion yuan, down 13.26%, with a net loss of 0.13 billion yuan, narrowing by 81% [8] - United Group's revenue increased by 197.3% to 12.08 billion yuan, with a net profit of 1.69 billion yuan, reversing from a loss of 0.21 billion yuan [9] - Chow Sang Sang's revenue decreased by 2.5% to 11.04 billion yuan, while net profit increased by 71.4% to 0.90 billion yuan [10] - Tianhong International's revenue was 11.03 billion yuan, down 1.86%, with net profit rising by 53.33% to 0.42 billion yuan [11] - Meidong Automotive's revenue fell by 4.9% to 10.14 billion yuan, with a net loss of approximately 0.82 billion yuan, expanding by about 29 times [12] - Jian Sha Tsui's revenue was 8.24 billion yuan, down 6.6%, with net profit of 2.33 billion yuan, a decrease of 7.06% [13] - Sino Land's revenue decreased by 6.64% to 8.18 billion yuan, with net profit down 8.7% to 4.02 billion yuan [14] - Xinyi International's revenue was 8.10 billion yuan, down 5.7%, with net profit of 0.14 billion yuan, a decrease of 19.22% [15] - Fuyao Glass reported revenue of approximately 7.74 billion yuan, down 27.7%, with net profit of approximately 0.26 billion yuan, a decrease of 82.6% [16] - Tianjin Port Development's revenue increased by 3% to 6.95 billion yuan, while net profit decreased by 17.3% to 0.35 billion yuan [17] - Guotai Junan International's revenue was approximately 2.83 billion yuan, up 30%, with net profit of approximately 0.55 billion yuan, a growth of 182% [21] - IGG's revenue decreased by 0.5% to 2.72 billion yuan, with net profit down 2.85% to 0.32 billion yuan [22] - China Aircraft Leasing's revenue was 2.40 billion yuan, down 4.86%, while net profit increased by 6.66% to 0.14 billion yuan [22] - China Orient Education's revenue increased by 10.2% to 2.19 billion yuan, with net profit rising by 48.4% to 0.40 billion yuan [23] Corporate News - China Shengmu signed a new procurement framework agreement with Yiyingmei Dairy for milk powder [24] - Rongchang Bio's clinical trial for Taitasip in treating IgA nephropathy reached its primary endpoint in Phase III [24] - China Huaxing's Bagua City project is expected to start construction in October, with completion by the end of 2026 [24] Buyback Activities - Tencent Holdings repurchased 909,000 shares for 550 million HKD at prices between 596-614.5 HKD [24] - HSBC repurchased 1.5472 million shares for approximately 156 million HKD at prices between 100.2-101.5 HKD [24] - Hang Seng Bank repurchased 210,000 shares for approximately 23.49 million HKD at prices between 111.5-112.2 HKD [24] - MGM China repurchased 1 million shares for approximately 16.02 million HKD at prices between 15.92-16.13 HKD [24]

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責 ， 對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明 ， 並 明 確 表 示 概 不 會 就 本 公 告 全 部 或 任 何 部 分 內 容 而 産 生 或 因 依 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 CHINA AIRCRAFT LEASING GROUP HOLDINGS LIMITED 中 國 飛 機 租 賃 集 團 控 股 有 限 公 司 （根據開曼群島法例註冊成立的有限公司） （股份代號：1848） 出 售 一 架 飛 機 董事 會 欣然 宣 佈， 於 2025 年 8 月 27 日（ 交 易時 段 後）， 本公 司 之一 家 全 資附 屬 特殊 目 的實 體（ 賣 方）與 獨立 第三 方（買 方 ）就 出售 一 架飛 機 訂立 《飛 機 買賣 協 議》。 出售 事 項預 期 於 2025 年 11 月 30 日 或之 前完 成 。 《飛機買賣協議》 董事 會 欣然 宣 佈，於 2025 年 8 月 ...

Core Viewpoint - China Aircraft Leasing Group (CALC) reported strong mid-year results for 2025, with significant growth in revenue and operating profit, reflecting effective fleet management and market opportunities in aircraft trading [1][2] Financial Performance - Total revenue for the first half of 2025 reached HKD 2.4052 billion, with operating profit at HKD 481 million, marking a year-on-year increase of 75.9% [1] - Shareholders' profit attributable to the company was HKD 140.5 million, up 6.7% year-on-year, with earnings per share at HKD 0.189 and an interim dividend proposed at HKD 0.12 per share [1] Fleet Management - As of June 30, 2025, the company operated a fleet of 181 aircraft, including 151 owned and 30 managed aircraft, with 89% of the owned fleet being narrow-body aircraft, which are highly liquid and in demand [2] - The average age of the owned fleet is 8.6 years, with an average remaining lease term of 5.7 years, and a 100% utilization rate for the owned fleet, excluding one aircraft related to a Russian airline [2] Aircraft Orders and Market Position - The company has a total of 114 aircraft on order, comprising 88 Airbus and 26 COMAC aircraft, which represents over 70% of the owned fleet size, supporting future growth [2] - CALC is one of the few leasing companies that can directly procure aircraft from original equipment manufacturers (OEMs), allowing it to invest in new generation energy-efficient models while also supporting the development of domestic aircraft [2]