证券代码:000415 债券代码:112723 债券代码:112765 债券代码:112771 债券代码:112783 债券代码:112810 证券简称:渤海租赁 债券简称:18渤金01 债券简称: 18渤金02 债券简称:18渤金03 债券简称:18渤金04 债券简称:18渤租05 长城证券股份有限公司 关于渤海租赁股份有限公司 面向合格投资者公开发行公司债券 临时受托管理事务报告 债券受托管理人 城证券股份有限公 EAT WALL SECURITIES CO.,LTD. (深圳市福田区福田街道金田路 2026 号能源大厦南塔楼 10-19 层 ) 签署时间: 2025 年 7 月 l 声明 本报告依据《公司债券发行与交易管理办法》、《公司债券受托管理人执业 行为准则》、《渤海金控投资股份有限公司 2018年公开发行公司债券募集说明 书》（以下简称"《募集说明书》"）、《渤海金控投资股份有限公司 2018年公 开发行公司债券受托管理协议》(以下简称《受托管理协议》)等相关规定以及 渤海租赁股份有限公司(以下简称"公司"、"发行人"、"渤海租赁")出具的相关 说明文件以及提供的相关资料等,由本期公司债券受托管 ...

7月25日，由证券之星联合妙盈科技、盈科律所举办的2025证券之星ESG年度论坛暨第三届"ESG新标杆企业奖"颁奖活动顺利落幕。凭借在环境减碳方面的 卓越实践，渤海租赁（000415）荣获"碳路践行者奖"。该奖项是由证券之星联合妙盈科技等专业权威机构，在中国首席经济学家论坛等指导下设立的ESG领 域权威奖项，旨在挖掘并表彰在环境维度实现卓越实践，推动经济效能与社会责任深度融合的企业。 这份殊荣的背后，是渤海租赁2024年在践行可持续发展过程中交出的一份系统性答卷——从机队升级、技术革新到循环经济探索，其减碳实践已深度融入渤 海租赁的核心业务链条。 作为全球第二大飞机租赁商，渤海租赁将机队结构优化视为减碳核心。承诺"将减少航空排放并实现航空旅行的脱碳"作为可持续发展目标，并量化关键指 标。截至2024年末，其控股子公司Avolon节能型飞机占比达64%(较2023年提升4个百分点)。 渤海租赁的减碳战略不止于当下，更瞄准航空业未来赛道。公司携手各方继续推动低排放飞行的商业化，以支持航空公司合作伙伴的脱碳之旅。2024年，公 司与空客达成合作，通过空客Airbus ZEROe项目共同探索氢能航空的未来，并与新西兰 ...

Group 1 - High Energy Environment reported a net profit of 502 million yuan for the first half of 2025, an increase of 20.85% year-on-year, while revenue decreased by 11.20% to 6.7 billion yuan [1] - Angel Yeast plans to acquire 55% of Shengtong Sugar Industry for 506 million yuan, which will make Shengtong a subsidiary [1] - Wentech Technology's shareholders plan to reduce their holdings by up to 1% of the company's shares, amounting to approximately 12.45 million shares [1][2] Group 2 - *ST Zhengping clarified that it is not involved in the Yarlung Zangbo River downstream hydropower project, despite market speculation [2] - Aidi Te announced that two shareholders plan to reduce their holdings by up to 3% of the company's shares, totaling approximately 319,690 shares [3] - *ST Baoying intends to publicly transfer 50.1% of its stake in Danhua Renewable Energy for an initial price of 30 million yuan, expecting a loss of about 29.4 million yuan [5] Group 3 - Yaoji Technology's controlling shareholder plans to reduce their holdings by up to 3% of the company's shares, approximately 1.25 million shares [6] - China Haicheng reported a net profit of 152 million yuan for the first half of 2025, an increase of 8.52% year-on-year, with total revenue of 2.745 billion yuan [8] - Shenzhou Information's major shareholder plans to reduce their holdings by up to 0.97%, approximately 9.5 million shares [9] Group 4 - Betaini's major shareholder plans to reduce their holdings by up to 2%, approximately 842,590 shares [10] - Guotou Intelligent's shareholders plan to reduce their holdings by up to 1.35%, approximately 11.59 million shares [12] - Shen Shui Institute confirmed it is not participating in the Yarlung Zangbo River downstream hydropower project [14] Group 5 - Xidi Micro announced a risk of losing control over its subsidiary Zinitix due to alleged misconduct by current directors [15] - Tiantian Technology's controlling shareholder plans to reduce their holdings by up to 3%, approximately 38.95 million shares [17] - Ningbo Color Master announced a plan to reduce holdings by up to 1.38%, approximately 231,550 shares [19] Group 6 - Dongguan Holdings plans to publicly transfer 20% of its stake in Dongguan Songshan Lake Microfinance Company for a base price of 48.12 million yuan [21] - Bohai Leasing's subsidiary Avolon intends to purchase 15 A330NEO and 75 A321NEO aircraft from Airbus [22] - Dongfang Fortune reported that shareholder Shen Yougen's stake has decreased to 0.19% after transferring 158.8 million shares [23] Group 7 - Quanzhu Co. plans to raise up to 180 million yuan through a private placement to fund AI-based projects [24] - Zhongjin Gold announced that its subsidiary in Inner Mongolia has ceased operations following a tragic incident [25] - *ST Xinchao has changed its chairman and legal representative, appointing Zhang Junyu as the new chairman [27]

Core Viewpoint - Bohai Leasing's subsidiary Avolon has signed a contract with Airbus to purchase 15 A330NEO and 75 A321NEO aircraft, with potential additional purchases bringing the total to 100 A321NEO and 30 A330NEO, valued at approximately $21.842 billion based on 2018 list prices [1][2] Group 1: Aircraft Purchase Details - The aircraft procurement includes 15 A330NEO and 75 A321NEO, with an option to purchase an additional 25 A321NEO [1] - If all options are exercised, the total procurement could reach 100 A321NEO and 30 A330NEO, with a total value of about $21.842 billion [1] - The actual purchase price will be lower than the list price due to discounts, which is standard in the global aviation industry [1] Group 2: Financial and Operational Capacity - Avolon expects to fund the aircraft purchases through its own funds, self-raised funds, and future operating cash flow [1] - As of the end of Q2 2025, Avolon has $8.8 billion in non-restricted cash, aircraft sale contracts, and available loan capacity, indicating strong liquidity [1] Group 3: Fleet Composition and Strategy - Avolon's fleet consists of 1,076 aircraft, including 599 owned, 35 managed, and 442 on order, with a nearly 100% utilization rate [2] - The introduction of new aircraft is expected to enhance the technological advancement and market competitiveness of Avolon's fleet [2] - Avolon is simultaneously optimizing its existing assets by selling 13 aircraft for approximately $570 million, indicating a strategy of upgrading its fleet [2][3] Group 4: Aircraft Sale Details - The sale includes 10 narrow-body and 3 wide-body aircraft, with an average age of 10.1 years and an average remaining lease term of 5.8 years [3] - The transaction involves both direct ownership transfer and trust benefit rights transfer for the aircraft [3] - The sale of older CEO series aircraft contrasts with the procurement of new NEO series aircraft, reflecting a "replace old with new" fleet upgrade strategy [3]

Core Viewpoint - Bohai Leasing (000415.SZ) announced a revised aircraft procurement agreement with Airbus, involving the purchase of 15 A330NEO and 75 A321NEO aircraft, with options for additional purchases [1] Group 1: Aircraft Procurement Details - The agreement includes the option for Avolon to purchase an additional 25 A321NEO aircraft and a purchase option for 15 A330NEO aircraft [1] - The aircraft are expected to be delivered gradually by the end of 2033 [1] Group 2: Financial Impact - The execution of this aircraft procurement contract is not expected to have a significant impact on the company's operating results for the current year [1] - The procurement is anticipated to have a positive impact on the company's future operating results [1] Group 3: Regulatory Aspects - The transaction does not constitute a related party transaction or a major asset restructuring and is subject to approval by the company's shareholders [1]

证券代码：000415 证券简称：渤海租赁 公告编号：2025-059 渤海租赁股份有限公司 关于控股子公司 Avolon Holdings Limited 下属子公司 向空中客车公司购买飞机的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 渤海租赁股份有限公司（以下简称"公司"或"渤海租赁"）控股子公司 Avolon Holdings Limited（以下简称"Avolon"）之全资子公司 Avolon Aerospace Leasing Limited（以下简称"AALL"）、CIT Aerospace LLC、CIT Aerospace International Unlimited Company 于 2025 年 7 月 23 日（都柏林时间）与空中客车公司（Airbus S.A.S.，以下简称"空客公司"）分别签署了《飞机采购合同修订协议》及相关 协议，拟向空客公司采购 15 架 A330NEO 以及 75 架 A321NEO 飞机；同时， Avolon 之全资子公司有权根据合同约定的条件额外购买 25 架 A321NEO 飞机， 并获得 15 ...

关于控股子公司 Avolon Holdings Limited 之下属子公司 出售飞机租赁资产的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 一、交易概述 1.为优化公司资产结构，提升机队资产质量，提升公司在全球飞机租赁市场 的竞争力，公司控股子公司 Avolon Holdings Limited（以下简称"Avolon"）之全 资子公司 Avolon Aerospace Leasing Limited（以下简称"AALL"）下属子公司及相 关主体于 2025 年 7 月 23 日（都柏林时间）在爱尔兰与 Helios Funding (Ireland) Limited（以下简称"Helios Ireland"）签订《Aircraft Sale and Purchase Agreement》 及相关附属协议、与 Helios Ireland 及 Helios Funding (US) LLC（以下简称"Helios US"）签署了《Transfer Agreement》及相关附属协议，AALL 通过其下属子公司 或享有经济利益的公司向 Helios Ire ...

关于召开 2025 年第四次临时股东大会的通知 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 一、召开会议的基本情况 证券代码：000415 证券简称：渤海租赁 公告编号：2025-060 渤海租赁股份有限公司 渤海租赁股份有限公司（以下简称"渤海租赁"或"公司"）经 2025 年第五次 临时董事会审议决定于2025年8月11日召开公司2025年第四次临时股东大会。 现将有关事项通知如下： ㈠股东大会届次：2025 年第四次临时股东大会。 ㈡本次股东大会召集人：公司董事会，经公司 2025 年第五次临时董事会审 议决定于 2025 年 8 月 11 日召开公司 2025 年第四次临时股东大会。 ㈢会议召开的合法性及合规性：本次股东大会会议的召开符合有关法律、行 政法规、部门规章、规范性文件、深交所业务规则和本公司章程的规定。 ㈣会议召开的日期、时间： 现场会议时间：2025 年 8 月 11 日（星期一）下午 14：30； 网络投票时间：2025 年 8 月 11 日，其中，通过深圳证券交易所交易系统投 票的时间为 2025 年 8 月 11 日上午 9:15- ...

证券代码：000415 证券简称：渤海租赁 公告编号：2025-057 渤海租赁股份有限公司 2025 年第五次临时董事会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 为保证上述项目的顺利实施，董事会授权 Avolon 经营管理团队签署相关法 律文件。 具体内容详见公司同日刊登在《证券时报》《上海证券报》和巨潮资讯网 （http://www.cninfo.com.cn）上的《关于控股子公司 Avolon Holdings Limited 之 下属子公司出售飞机租赁资产的公告》。 ㈡审议并通过《关于公司控股子公司 Avolon Holdings Limited 向空中客车 公司购买飞机的议案》 表决结果：9 票同意、0 票弃权、0 票反对，表决通过。 董事会同意公司控股子公司 Avolon 之全资子公司向空中客车公司购买 15 架 A330NEO 以及 75 架 A321NEO 飞机，同时，Avolon 之全资子公司有权根据合同 约定的条件额外购买 25 架 A321NEO 飞机，并获得 15 架 A330NEO 的购买选择 权 ...

日期：2025 年 07 月 21 日 聚焦飞机主业，飞机租赁龙头新起航 公司深度报告 | 渤海租赁 风险提示：飞机制造商产能超预期增长；航空需求恢复不及预期；飞机安全事 故风险；政策风险 重要数据 | 指标 | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入（亿元） | 384.31 | 509.04 | 329.28 | 354.98 | | 增长率（%） | 14.12 | 32.45 | -35.31 | 7.80 | | 归母净利润（亿元） | 9.04 | 3.52 | 13.82 | 18.18 | 证券研究报告 渤海租赁（000415.SZ）公司深度报告 ⚫ 核心观点 剥离集装箱业务，资产价值重估可期。公司 2025 年 5 月公告拟出售集装 箱资产，未来将进一步聚焦飞机租赁主业。公司飞机租赁业务主要通过子公司 Avolon 及天津渤海开展。Avolon 目前为 60 个国家的 141 家航空公司提供服 务，客户多元且分散，客户群体包括全球领先的航空公司及廉价航空公司等， 多元化的客户渠道展现了公司 ...