飞机租赁业务优势凸显 渤海租赁上半年调整后净利润增长77.27%

Group 1 - The company reported a significant increase in revenue for the first half of 2025, achieving an operating income of 28.46 billion yuan, a year-on-year growth of 75.91% [1] - The net profit attributable to shareholders was -2.02 billion yuan, but excluding the impact of a one-time impairment from the sale of a subsidiary, the net profit was 1.27 billion yuan, reflecting a growth of 77.27% [1] - The increase in revenue was primarily driven by growth in aircraft sales and leasing income, supported by strong global air passenger demand and limited production capacity from aircraft manufacturers [1] Group 2 - The company signed a share purchase agreement to sell its container leasing subsidiary, GSCL, for a price below its net assets, resulting in an impairment loss of approximately 3.29 billion yuan [2] - The proceeds from the sale are intended to repay high-interest foreign dollar debts and improve domestic cash flow, which is expected to enhance the company's ongoing operational capacity and profitability [2] Group 3 - The company is expanding its aircraft leasing business by signing a procurement agreement with Airbus for 75 A321NEO and 15 A330NEO aircraft, with deliveries expected by the end of 2033 [3] - Avolon, a subsidiary of the company, has received credit rating upgrades from Fitch and Moody's, indicating improved financial stability and outlook [3] Group 4 - As of June 30, 2025, the company's fleet consisted of 1,105 aircraft, making it the second-largest aircraft leasing company globally by fleet size, with an average aircraft age of 6.6 years [4]