“租”力全开 为新型工业化装上“加速齿轮”

Core Insights - The financing leasing industry is focusing on transforming its traditional model to better integrate into the real industrial chain, enhancing its unique advantages of "financing + asset utilization" to support new industrialization [1][3] - The industry aims to play a crucial role as an "equipment renewal accelerator" and "technology upgrade booster" in the new industrialization process, requiring a shift from being merely a "funding provider" to becoming an "industry service provider" [1][3] Industry Development and Scale - As of June 2025, there are approximately 7,020 financial leasing and financing leasing companies in China, with a total contract balance of about 5.42 trillion yuan [2] Policy Support and Guidance - The People's Bank of China and seven other departments issued the "Guiding Opinions on Financial Support for New Industrialization," emphasizing the dual functions of financing leasing in supporting digital transformation and green equipment acquisition [3][5] - The guiding opinions provide a clear policy direction for the financing leasing industry to participate in the manufacturing sector's transformation and upgrading [3] Focus Areas and Strategic Directions - The financing leasing industry is expected to deepen its collaboration with key sectors such as electronic information, aviation manufacturing, digital agriculture, and green low-carbon initiatives [3] - The unique "asset utilization" function of financing leasing is highlighted as a significant advantage in supporting the high-end, intelligent, and green development of manufacturing [3] Innovative Financial Solutions - A notable policy initiative includes promoting the securitization of manufacturing financing leasing debt assets, which is expected to enhance liquidity and expand funding sources for leasing companies [5][6] - The industry is encouraged to provide financing support for digital infrastructure projects, including 5G and industrial internet, to facilitate the digital transformation of enterprises [7] Collaborative Efforts and Ecosystem Building - The guiding opinions stress the importance of collaboration among various financial institutions to enhance information sharing and business cooperation while mitigating financial risks [8] - Financing leasing companies are encouraged to create service systems that integrate leasing with guarantees, securities, and equity investments to support advanced manufacturing [8]