张仲麟：被俄罗斯扣押的飞机，命运如何？

Core Viewpoint - The article discusses the implications of the ongoing Russo-Ukrainian War on aircraft leasing companies, particularly focusing on the seizure of leased aircraft by Russia and the subsequent insurance claims made by affected companies [1][5][6]. Group 1: Aircraft Leasing Context - Aircraft leasing is a common practice in the aviation industry, allowing airlines to operate without the high upfront costs of purchasing aircraft [3][4]. - As of the onset of the Russo-Ukrainian War, Russia had a fleet of 980 passenger aircraft, with 777 being leased, and 515 of those from foreign leasing companies [4][5]. Group 2: Impact of the Russo-Ukrainian War - Following the war's outbreak, Russia nationalized all foreign-leased aircraft as a countermeasure against Western sanctions, leading to significant losses for Western leasing companies, particularly AerCap [5][6]. - The article notes that some aircraft were seized and held in foreign jurisdictions, complicating the return process for leasing companies [5][6]. Group 3: Insurance Claims and Compensation - Leasing companies have pursued insurance claims for the seized aircraft, with some successfully receiving compensation, such as the $22.96 million received by AVMAX, a subsidiary of Shanhe Intelligent [1][8]. - The article highlights that the resolution of these claims often involves lengthy legal processes, with some companies opting for settlements with insurance providers [8][12]. Group 4: Future of Seized Aircraft - The article suggests that the resolution of remaining seized aircraft issues will be a prolonged process, potentially requiring the normalization of relations between Russia and Western countries post-war [14][15]. - It also mentions that some aircraft have been returned or compensated through insurance settlements, allowing for legal ownership transfer to Russian airlines [12][14]. Group 5: Market Dynamics - Despite the challenges posed by the war, the aircraft leasing market has seen increased rental rates due to supply chain constraints and a recovering aviation industry, benefiting leasing companies financially [16].