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11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中銀航空租賃有限公司 | | | 呈交日期: | 2025年12月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 02588 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 694,010,334 | | 0 | | 694,010,334 | | 增加 / 減少 ( ...

Investment Rating - The report maintains a positive outlook on the non-bank financial sector, particularly highlighting the potential benefits for brokerage firms and insurance companies in the upcoming year [3][4]. Core Insights - The report emphasizes the expected inflow of passive funds into newly included stocks in major indices, which could enhance liquidity and market performance for these stocks [4]. - It identifies key trends for 2026, including a shift in insurance companies' focus towards asset-liability matching and the stabilization of core business indicators due to new regulatory standards [4]. - The report recommends specific brokerage firms such as Dongfang Securities, GF Securities, Huatai Securities, and China Galaxy, as well as insurance companies like China Life and Ping An, based on their competitive positioning and growth potential [4]. Summary by Sections Market Performance - The Shanghai Composite Index closed at 4,526.66 with a weekly increase of 1.64%, while the non-bank index rose to 1,932.15, reflecting a 0.68% increase [7]. - The brokerage sector index reported a 0.74% increase, and the insurance sector index saw a 0.20% rise [7]. Brokerage Sector Insights - Notable stocks in the brokerage sector included Guosheng Securities and Xinyi Securities, which saw increases of 3.68% and 3.36%, respectively [9]. - The average daily trading volume for the Shanghai and Shenzhen markets was 17,370.85 billion, a decrease of 6.87% week-on-week, but a year-to-date increase of 61.11% [20]. Insurance Sector Insights - The insurance sector is expected to experience a systematic revaluation in 2026, driven by long-term interest rate increases and continued investment from insurance funds into the stock market [4]. - The report highlights the performance of major insurance companies, with A-shares like China Life and Ping An showing modest increases [9]. Key Data Points - As of November 28, 2025, the average daily trading volume was 19,147.38 billion, and the margin trading balance was 24,720.45 billion, reflecting a year-on-year increase of 32.6% [51][20]. - The report notes that the total market value of private equity funds reached 22.05 trillion, marking a historical high [21].

Core Insights - The Hainan Free Trade Port is emerging as a new choice in the global aircraft maintenance market, with over 20 foreign airlines utilizing its services since its establishment in 2022 [2][3] - The maintenance base has completed over 2,300 aircraft repairs and 270 complete aircraft paint jobs, along with the repair of 55,000 aviation components, gaining recognition from multiple international aviation management authorities [2] - The supportive policies of the Hainan Free Trade Port, such as exemption from guarantee deposits and bonded maintenance for materials, have significantly reduced costs and improved service efficiency for clients [2][3] Industry Developments - The international reputation of Hainan's aircraft maintenance is growing, with more foreign airlines transitioning from trial collaborations to long-term partnerships, particularly with airlines from Vietnam and Cambodia [3] - Qatar Airways has signed a long-term painting contract, indicating a shift towards sustained business relationships [3] - The industry is evolving from a focus on single aircraft maintenance to a comprehensive service chain covering components, complete aircraft, and engines, driven by high-level openness and policy support [3] Future Prospects - With the upcoming full closure operation, the Hainan aircraft maintenance industry is poised for new growth opportunities, including the development of multi-type passenger-to-freighter conversion capabilities and advancements in domestic aircraft inspections and painting [3][4] - The company plans to enhance its capabilities in composite material maintenance and wide-body aircraft APU maintenance, thereby improving its service offerings [3][4] - The global network of flight routes is expected to expand, leading to sustained growth in maintenance demand, as the company aims to deepen its presence in Southeast Asia, the Middle East, and Europe [4]

Core Viewpoint - BOC Aviation has entered into agreements to purchase three Airbus A350-900 aircraft and lease them back to EgyptAir, marking a qualified aircraft leasing activity for the company [1] Group 1 - BOC Aviation's wholly-owned subsidiaries, BOC Aviation (USA) Corporation and BOC Aviation (Ireland) Limited, are involved in the transaction [1] - The agreements were established with EgyptAir Holding Company and EgyptAir Airlines Company [1] - The transaction is scheduled for November 18, 2025 [1]

Core Viewpoint - BOC Aviation has entered into agreements to purchase three Airbus A350-900 aircraft and lease them back to EgyptAir, marking a significant aircraft leasing activity for the company [1] Group 1 - BOC Aviation's wholly-owned subsidiaries, BOC Aviation (USA) Corporation and BOC Aviation (Ireland) Limited, are involved in the transaction [1] - The agreements with EgyptAir Holding Company and EgyptAir Airlines Company are set to be executed on November 18, 2025 [1] - This transaction is classified as a qualified aircraft leasing activity for BOC Aviation [1]

Core Viewpoint - BOC Aviation has entered into agreements to purchase three Airbus A350-900 aircraft and lease them back to EgyptAir, marking a qualified aircraft leasing activity for the company [1] Group 1 - BOC Aviation's wholly-owned subsidiaries, BOC Aviation (USA) Corporation and BOC Aviation (Ireland) Limited, are involved in the transaction [1] - The agreements were signed with EgyptAir Holding Company and EgyptAir Airlines Company [1] - The transaction is set to take place on November 18, 2025 [1]

（於新加坡共和國註冊成立的有限公司） 股份代號：2588 有關購機回租三架空客A350-900飛機 之 須予披露交易 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，並明確表示概不對因本公告全部或任何部分內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 BOC AVIATION LIMITED 中銀航空租賃有限公司* 董事會謹此宣佈，於2025年11月18日，本公司的全資附屬公司BOC Aviation (USA) Corporation及BOC Aviation (Ireland) Limited與EgyptAir Holding Company及EgyptAir Airlines Company訂立一系列協議以購買三架空客A350-900 飛機並將飛機回租予航空公司。交易事項構成本公司的一項合資格飛機租賃活動。 1. 緒言 中銀航空租賃有限公司（「本公司」）董事會（「董事會」）謹此宣佈，於2025年 11月18日，本公司的全資附屬公司BOC Aviation (USA) Corporation及BOC Aviation (Irelan ...

Group 1 - The core viewpoint of the news highlights a significant decline in Hong Kong airline stocks, with major players like Air China and China Southern Airlines experiencing notable drops in their stock prices [1] - On November 14, the Chinese Ministry of Foreign Affairs and the Chinese consulate in Japan issued a serious reminder regarding Chinese citizens traveling to Japan, leading to several airlines, including Air China, China Southern Airlines, and China Eastern Airlines, announcing special handling plans for tickets related to Japan routes [1] - The weekly flight volume from mainland China to Japan has significantly decreased, with data showing a total of 1,189 flights in the 45th week (November 3-9), representing a recovery rate of 82.9% compared to the same period in 2019, which is a 14.5% decrease from the 40th week [1] Group 2 - Specific stock performance data indicates that Air China saw a decline of 2.46%, China Southern Airlines dropped by 1.69%, and China Eastern Airlines fell by 0.87% [2] - Other airlines such as Cathay Pacific and Meilan Airport also reported minor declines in their stock prices, with Cathay Pacific down by 0.66% and Meilan Airport down by 0.19% [2] - The overall trend reflects a bearish sentiment in the airline sector, particularly concerning routes to Japan, as indicated by the stock price movements of these companies [2]

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10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中銀航空租賃有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 02588 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 694,010,334 | | 0 | | 694,010,334 | | 增加 / 減少 (-) | | | | 0 | | 0 | | | | 本月底結存 | | | | 694,010,334 | | 0 | ...

Core Points - The micro short drama "Police Badge 025881" was launched in Wuhan, based on the heroic story of police officer Qiu Jianjun, who sacrificed his life while protecting the public [3][4] - The drama aims to honor Qiu Jianjun's legacy and promote the spirit of heroism among police officers [4][5] Group 1: Production Details - The drama is produced by Hubei Zhiyin Media Group and Wuhan Public Security Bureau, with filming handled by Nanjing Huasu Chi Cultural Media Co., Ltd [3] - The series is expected to complete filming by the end of November and will be released on major short drama platforms before the Spring Festival [5] Group 2: Social Impact - Qiu Jianjun's sacrifice has led to significant recognition, including posthumous awards such as "Outstanding Communist Party Member" and "Martyr" from various governmental bodies [4] - The initiative to create a micro short drama reflects a broader media transformation strategy by Zhiyin Media Group, aiming to engage audiences through innovative storytelling [5] Group 3: Industry Context - Micro short dramas have emerged as a significant content form in the digital landscape, influencing user engagement and public discourse [5] - The format aligns well with Zhiyin Media's content style, focusing on local narratives and emotional storytelling [5]