中银航空租赁(02588)第三季度自有飞机利用率保持在100%

Core Viewpoint - China Aircraft Leasing Group Holdings Limited (中银航空租赁) reported its operational performance for the third quarter ending September 30, 2025, highlighting a robust portfolio and significant transactions during the period [1] Group 1: Operational Performance - The company has a total portfolio of 812 owned, managed, and ordered aircraft and engines [1] - The average age of the 442 owned aircraft is 5.0 years, with an average remaining lease term of 7.8 years [1] - The managed fleet now includes 17 aircraft, following the cessation of service for 15 aircraft [1] - The order book consists of 343 aircraft, and the customer base spans 88 airlines across 46 countries and regions [1] - The utilization rate of owned aircraft remains at 100% [1] Group 2: Transactions and Financials - In the third quarter of 2025, the company executed 34 transactions, which included commitments to purchase 3 aircraft, delivery of 11 aircraft, and sale of 10 owned aircraft [1] - The company signed 10 lease commitments and issued a $500 million bond with a 5.5-year term at an annual coupon rate of 4.25%, which is 58 basis points above the 5-year U.S. Treasury yield, marking a record low for the company's bond spread [1]