Core Viewpoint - Bohai Leasing's stock price has shown fluctuations with a recent increase, while the company faces challenges in profitability despite significant revenue growth [1][2]. Financial Performance - As of September 30, 2025, Bohai Leasing reported a revenue of 40.284 billion yuan, marking a year-on-year increase of 60.58%. However, the net profit attributable to shareholders was -1.372 billion yuan, a decrease of 186.31% compared to the previous year [2]. - The company's stock price has decreased by 0.80% year-to-date, but it has increased by 3.60% over the last five trading days, 9.36% over the last 20 days, and 6.86% over the last 60 days [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 18.11% to 99,800, while the average circulating shares per person increased by 22.11% to 54,026 shares [2]. - Bohai Leasing has distributed a total of 1.136 billion yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Institutional Holdings - Among the top ten circulating shareholders, GF Multi-Factor Mixed Fund is the seventh largest with 119 million shares, indicating a new entry. Hong Kong Central Clearing Limited is the ninth largest, holding 94.3035 million shares, a decrease of 7.9635 million shares from the previous period [3].

Core Viewpoint - The financial leasing industry is witnessing significant equity transfers, with Bohai Leasing's subsidiary Tianjin Bohai transferring its stake in Wanjing Jin Leasing to Anhui Jiaokong Group, resulting in the latter achieving absolute control over the company [1][4]. Group 1: Equity Transfer Details - On November 7, Bohai Leasing announced the transfer of 818 million shares of Wanjing Jin Leasing, which will increase Anhui Jiaokong Group's stake from 42.31% to 63.28% [1]. - Wanjing Jin Leasing was established in late 2011 with an initial registered capital of 3 billion yuan, and Tianjin Bohai originally held a 55% stake [2]. - Following a series of transactions, including a stock reform and capital increase, Tianjin Bohai's stake decreased to 20.97% before the latest transfer [3][4]. Group 2: Market Trends - There have been at least ten significant equity transfers in the financial leasing sector this year, but the overall transaction success rate has been low [5]. - Notable transactions include the transfer of 30% of Aerospace Jin Leasing's equity with a starting price of 1.421 billion yuan, and the unsuccessful auction of 24.64% of Jiyin Jin Leasing's equity [5][6]. - The implementation of the "Financial Leasing Company Management Measures" has raised the minimum registered capital requirement to 1 billion yuan and increased the major initiator's shareholding requirement from 30% to at least 51% [6].

Core Viewpoint - Bohai Leasing (000415.SZ) announced the transfer of approximately 818 million shares of Wanjing Financial Leasing Co., Ltd. (Wanjing Jinzu) to Anhui Transportation Holding Group Co., Ltd. (Anhui Jiaokong), representing 20.97% of Wanjing Jinzu's total share capital, which will result in the company no longer holding any equity in Wanjing Jinzu [1] Group 1 - On November 6, 2025, the company's board approved the transfer of 481 million shares and 337 million shares of Wanjing Jinzu, totaling 818 million shares [1] - The total transaction price for the share transfer is 700 million yuan, with 481 million shares being unrestricted and valued at approximately 412 million yuan, while 337 million shares are under judicial freeze and valued at approximately 288 million yuan [1] - The transfer of equity is aimed at optimizing the company's asset structure, recovering investment funds, and focusing on the development of its main business [1]

Core Viewpoint - Bohai Leasing (000415.SZ) announced the transfer of approximately 818 million shares of Wanjing Financial Leasing Co., Ltd., representing 20.97% of its total equity, to Anhui Transportation Holding Group Co., Ltd. This move is aimed at optimizing the company's asset structure and focusing on its core business development [1] Group 1 - On November 6, 2025, the board of directors approved the transfer of 4.81 billion shares and 3.37 billion shares of Wanjing Financial Leasing, totaling 818 million shares [1] - The total transaction price for the share transfer is 700 million yuan, with 4.81 billion shares being unrestricted and valued at approximately 412 million yuan, while the 3.37 billion shares are under judicial freeze and valued at approximately 288 million yuan [1] - Following the completion of the transaction, the company will no longer hold any equity in Wanjing Financial Leasing [1]

Core Viewpoint - Bohai Leasing is focusing on its core business by optimizing its asset structure through the transfer of shares in Anhui Jiangkou Financial Leasing Co., Ltd. [1] Group 1: Share Transfer Details - On November 6, 2025, Bohai Leasing's board approved the transfer of approximately 818 million shares (20.97% of total shares) of Anhui Jiangkou Financial Leasing by its wholly-owned subsidiary Tianjin Bohai Leasing to Anhui Provincial Transportation Holding Group [1] - The total transaction price for the share transfer is 700 million yuan, with 481 million shares being unrestricted and valued at approximately 412 million yuan, while 337 million shares are under judicial freeze and valued at approximately 288 million yuan [1] Group 2: Revenue Composition - For the first half of 2025, Bohai Leasing's revenue composition was as follows: aircraft sales accounted for 53.84%, aircraft leasing for 35.26%, container leasing for 8.94%, container sales for 1.45%, and other financing leasing for 0.31% [2] Group 3: Market Capitalization - As of the latest report, Bohai Leasing's market capitalization stands at 22.2 billion yuan [3]

皖江金融租赁股份有限公司 审计报告 天职业字[2025]41766 号 目 录 审计报告— -1 一年一期财务报表- -4 一年一期财务报表附注- -10 are a 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mc.gov.cn） "进行登录 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mo.f.gov.cn） "进行登录 " 审计报告 天职业字[2025]41766 号 天津渤海租赁有限公司: 一、审计意见 我们审计了皖江金融租赁股份有限公司（以下简称"皖江金租"）财务报表,包括 2024 年 12 月 31 日、2025 年 6 月 30 日的资产负债表，2024 年度及 2025 年 1-6 月的的利润表、现 金流量表、所有者权益变动表以及相关财务报表附注。 我们认为,后附的财务报表在所有重大方面按照企业会计准则的规定编制,公允反映了 皖江金租 2024 年 12 月 31 日、2025 年 6 月 30 日的财务状况以及 2024 年度、2025 年 1-6 月 的经营成果和现金流量。 我们的报告仅向天津渤海租赁有限公司出具,供 ...

证券代码：000415 证券简称：渤海租赁 公告编号：2025-086 渤海租赁股份有限公司 关于全资子公司转让参股公司股权的公告 特别提示： 1.本次交易尚需标的公司向国家金融监督管理总局或其派出机构履行报批 手续。以上批准能否完成以及完成时间存在重大不确定性，提请投资者注意投资 风险。 2.天津渤海持有的皖江金租约 3.37 亿股股权处于司法冻结状态，尚需与债权 人协商一致以办理股权解除冻结手续。若无法解除股权冻结，股权无法办理过户 手续，该部分股权存在交易失败风险。 3.如公司未能完成《股份转让协议》及相关交易文件约定的相关责任和义务， 导致受让方解除协议，存在公司根据协议约定向受让方支付相关违约金的风险。 一、交易概述 1.为进一步聚焦主营业务的发展，优化渤海租赁股份有限公司（以下简称"渤 海租赁"或"公司"）资产结构，公司于 2025 年 11 月 6 日召开 2025 年第七次 临时董事会审议通过了《关于公司全资子公司天津渤海租赁有限公司转让皖江金 融租赁股份有限公司股权的议案》，公司董事会同意公司全资子公司天津渤海租 赁有限公司（以下简称"转让方"或"天津渤海"）向安徽省交通控股集团有限 公司（ ...

证券代码：000415 证券简称：渤海租赁 公告编号：2025-085 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"）于 2025 年 11 月 3 日以通讯方式发出会议通知，于 2025 年 11 月 6 日以通讯方式召开 2025 年第七 次临时董事会。会议应到董事 9 人，实到董事 9 人。本次会议由公司董事长金川 先生主持，会议的召集、召开和表决程序符合有关法律、行政法规、部门规章、 规范性文件和《渤海租赁股份有限公司章程》的有关规定。 二、董事会会议审议情况 ㈠审议并通过《关于公司全资子公司天津渤海租赁有限公司转让皖江金融 租赁股份有限公司股权的议案》 表决结果：9 票同意、0 票弃权、0 票反对，表决通过。 2025 年第七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 为进一步聚焦主营业务的发展，优化公司资产结构，董事会同意公司全资子 公司天津渤海租赁有限公司向安徽省交通控股集团有限公司转让其持有的皖江 金融租赁股份有限公司（以下简称"皖江金租"）约 4.81 亿股及 3. ...

Core Viewpoint - Bohai Leasing (000415.SZ) announced the transfer of approximately 818 million shares, representing 20.97% of Wanjing Financial Leasing Co., Ltd. (Wanjing Jinzu), from its wholly-owned subsidiary Tianjin Bohai Leasing Co., Ltd. to Anhui Transportation Holding Group Co., Ltd. for a total transaction price of 700 million yuan [1] Group 1 - The transaction involves the transfer of 481 million shares without any rights restrictions for approximately 412 million yuan [1] - Additionally, 337 million shares are under judicial freeze, requiring procedures to lift the freeze, with a transaction price of about 288 million yuan [1] - Following the completion of this transaction, the company will no longer hold any equity in Wanjing Jinzu [1]

Group 1 - Bohai Leasing announced the transfer of equity in Anhui Jiang Financial Leasing Co., Ltd. by its wholly-owned subsidiary Tianjin Bohai Leasing Co., Ltd. during a temporary board meeting held on November 6, 2025 [1] - For the first half of 2025, Bohai Leasing's revenue composition was as follows: aircraft sales accounted for 53.84%, aircraft leasing for 35.26%, container leasing for 8.94%, container sales for 1.45%, and other financing leasing for 0.31% [1] - As of the report date, Bohai Leasing's market capitalization was 22.2 billion yuan [1] Group 2 - The domestic art insurance market, valued at 4.8 billion yuan, faces challenges as insurers find pricing difficult, indicating a lack of optimism in the sector [1]