渤海租赁: 2025年半年度业绩预告

Performance Forecast - The company expects a net loss attributable to shareholders of between 1.8 billion and 2.4 billion yuan for the current reporting period, compared to a profit of 716.4 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be a loss of between 2.1 billion and 2.7 billion yuan, compared to a profit of 532.24 million yuan last year [1] - The basic earnings per share are projected to be a loss of between 0.2910 yuan and 0.3881 yuan, compared to earnings of 0.1158 yuan in the previous year [1] Reasons for Performance Change - The primary reason for the performance change is the signing of a share purchase agreement with Typewriter Ascend Ltd to sell 100% of Global Sea Containers Ltd (GSCL). The transaction price is below the net asset value of GSCL, indicating goodwill impairment [1] - The company anticipates needing to recognize a goodwill impairment provision of approximately 3.2 billion to 3.4 billion yuan, with the final amount to be disclosed in the 2025 semi-annual report [1] Aircraft Leasing Business - The aircraft market value, leasing rates, and renewal rates remain high due to sustained demand and limited production capacity from aircraft manufacturers [2] - The company completed the acquisition of 100% of Castlelake Aviation Limited and continues to optimize its aircraft asset structure, leading to improved yield levels in its aircraft leasing business [2]