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]

Core Viewpoint - China Aircraft Leasing Group (01848) reported a total revenue of HKD 2.405 billion for the six months ending June 30, 2025, representing a year-on-year decrease of 4.86% [1] - The company achieved a profit attributable to shareholders of HKD 141 million, an increase of 6.66% year-on-year, with basic earnings per share of HKD 0.189 [1] - A mid-term dividend of HKD 0.12 per share is proposed [1] Financial Performance - Total revenue for the period was HKD 2.405 billion, down 4.86% compared to the previous year [1] - Profit attributable to shareholders increased to HKD 141 million, up 6.66% year-on-year [1] - Basic earnings per share were reported at HKD 0.189 [1] - Proposed mid-term dividend is HKD 0.12 per share [1] Operational Highlights - During the review period, the company delivered a total of 10 new aircraft and 1 used aircraft to airline customers, with most being new generation fuel-efficient Airbus models [1] - The company signed new agreements or letters of intent for the purchase of 21 aircraft and completed the sale of 19 aircraft and 2 engines, setting a record for aircraft transactions in the same period [1] - The company is leveraging market opportunities from rising aircraft values and interest rate cuts to optimize its fleet composition through aircraft trading [1]

Core Viewpoint - China Aircraft Leasing Group (01848) reported a total revenue of HKD 2.405 billion for the six months ending June 30, 2025, representing a year-on-year decrease of 4.86% [1] - The company achieved a profit attributable to shareholders of HKD 141 million, an increase of 6.66% year-on-year [1] - The company proposed an interim dividend of HKD 0.12 per share [1] Financial Performance - Total revenue for the period was HKD 2.405 billion, down 4.86% compared to the previous year [1] - Profit attributable to shareholders was HKD 141 million, reflecting a 6.66% increase year-on-year [1] - Basic earnings per share were HKD 0.189 [1] Operational Highlights - During the review period, the company delivered a total of 10 new aircraft and 1 used aircraft to airline customers, with most being new generation fuel-efficient Airbus models [1] - The company signed new agreements or letters of intent for the purchase of 21 aircraft and completed the sale of 19 aircraft and 2 engines, setting a record for aircraft transactions during the same period [1] - The company leveraged market opportunities from rising aircraft values and the interest rate decline to optimize its fleet composition through aircraft trading [1]

Financial Performance - Total revenue for the six months ended June 30, 2025, was HKD 2,405.2 million, a decrease of 4.9% compared to HKD 2,528.1 million in the same period of 2024[3]. - Profit attributable to shareholders increased by 6.7% to HKD 140.5 million, up from HKD 131.7 million in the previous year[5]. - Operating profit surged by 75.9% to HKD 481.0 million, compared to HKD 273.5 million in the same period last year[3]. - The group achieved a net profit of HKD 157.9 million for the period, compared to HKD 185.6 million in 2024, a decrease of approximately 15%[17]. - EBITDA for the six months ended June 30, 2025, was HKD 1,976.1 million, down from HKD 2,481.3 million for the same period in 2024[19]. - The company reported a pre-tax profit of HKD 188,396,000, a decrease of 37.5% from HKD 301,419,000[63]. - Total comprehensive income for the period was HKD 101,190,000, down 6.6% from HKD 107,809,000[61]. Revenue Sources - Financing lease income for the same period was HKD 333.3 million, up from HKD 300.2 million in 2024, representing an increase of approximately 11%[17]. - Total leasing income from finance and operating leases for the six months ended June 30, 2025, was HKD 1,908.1 million, a decrease of HKD 314.4 million or 14.1% from HKD 2,222.5 million for the same period in 2024[21]. - Operating lease income decreased by 18.1% to HKD 1,574,830,000 from HKD 1,922,237,000[60]. - The group’s net income from aircraft transactions and aircraft parts trade was HKD 294.7 million, significantly higher than HKD 25.4 million in the previous year[17]. - Net income from aircraft transactions reached HKD 295,217,000 for the six months ended June 30, 2025, compared to HKD 25,256,000 for the same period in 2024, representing a significant increase[89]. Aircraft and Fleet Management - The company delivered 10 new aircraft and 1 used aircraft during the review period, with a total of 21 new aircraft purchase agreements signed[6]. - As of June 30, 2025, the fleet consisted of 181 aircraft, with 89% of the owned fleet being narrow-body aircraft, maintaining a 100% leasing rate for the owned fleet[7]. - The company has 114 aircraft on order, including 88 Airbus and 26 COMAC aircraft, representing over 70% of the owned fleet size[8]. - The average age of the owned fleet is 8.6 years, with an average remaining lease term of 5.7 years[7]. - The total fleet size decreased from 159 aircraft as of December 31, 2024, to 151 aircraft as of June 30, 2025[39]. - The number of aircraft classified as held for sale decreased from 19 to 12 between December 31, 2024, and June 30, 2025[37]. Financial Position and Liquidity - Cash and cash equivalents amounted to HKD 4,884 million, with unutilized borrowing facilities totaling HKD 11,228 million, leading to a total liquidity of HKD 16,112 million[11]. - Total assets as of June 30, 2025, amounted to HKD 58,612.8 million, an increase of HKD 373.1 million or 0.6% from HKD 58,239.7 million as of December 31, 2024[19]. - Total liabilities as of June 30, 2025, were HKD 52,787.1 million, a decrease of HKD 124.4 million or 0.2% from HKD 52,911.5 million as of December 31, 2024[20]. - The group has a debt-to-equity ratio of 8.4:1 as of June 30, 2025, improved from 9.1:1 as of December 31, 2024[53]. - The group has secured a bank facility of HKD 7,126.3 million for future PDP payments over the next twelve months[68]. Cost Management and Expenses - The group’s interest expenses were HKD 1,104.4 million, down from HKD 1,340.1 million in 2024, reflecting a decrease of about 17.6%[17]. - The total employee compensation for the six months ended June 30, 2025, was HKD 94.2 million, a decrease from HKD 122.1 million for the same period in 2024[54]. - Depreciation and impairment for the six months ended June 30, 2025, was HKD 683.3 million, down HKD 156.4 million or 18.6% from HKD 839.7 million in the previous year[29]. - Interest expenses decreased to HKD 981.3 million, down from HKD 1,206.6 million in 2024, a reduction of approximately 18.7%[101]. Market Outlook and Strategic Plans - The group plans to continue expanding its global quality customer base and provide comprehensive aircraft lifecycle solutions in response to market opportunities[15]. - The group anticipates that the global aviation market will maintain steady growth, with total industry revenue expected to reach $979 billion and passenger volume to hit 4.99 billion in 2025[15]. - The company expects to complete the sale of eight aircraft by the end of October 2025, enhancing capital utilization[107]. - The group plans to meet its financial obligations and capital expenditures through internal resources and available bank financing[68]. Credit and Risk Management - The group’s expected credit loss reversal was primarily due to the repayment of certain loans by a joint venture and improved operating performance[30]. - The cumulative expected credit loss provision for finance lease receivables is HKD 22.8 million as of June 30, 2025, compared to HKD 18.5 million as of December 31, 2024[74]. - The expected credit loss provision for operating lease receivables was HKD 149,598,000 as of June 30, 2025, down from HKD 152,951,000 as of December 31, 2024[79]. Corporate Governance - The company has adhered to all provisions of the Corporate Governance Code as of June 30, 2025[109].

智通财经APP讯，中国飞机租赁(01848)发布公告，于2025年8月15日，因根据2024年末期股息的以股代 息计划而发行332.64万股普通股(以现金派发，可选择以股代息方式收取股息)。 ...

中国飞机租赁(01848)发布公告，于2025年8月15日，因根据2024年末期股息的以股代息计划而发行 332.64万股普通股(以现金派发，可选择以股代息方式收取股息)。 ...