租赁业：勇当产业升级的同行者

Group 1 - The financing leasing industry in China is closely linked to the real economy, with total assets of 67 financial leasing companies reaching 4.58 trillion yuan by the end of 2024, a year-on-year increase of 9.56% [1] - The mission of the leasing industry is evolving to not just be a simple provider of funds but to act as a partner in industrial upgrading, as emphasized by the 20th National Congress of the Communist Party of China [1] - The focus on core areas such as aviation, shipping, and equipment leasing is essential for creating differentiated competitive advantages in the industry [2] Group 2 - The industrial robot ownership in China has surpassed 1.5 million units, with a leasing penetration rate of 25%, indicating a growing trend towards intelligent equipment leasing [2] - The energy storage market is projected to exceed 500 billion yuan by 2030, highlighting significant opportunities in renewable energy equipment leasing [2] - Financing leasing is becoming a bridge between industry and capital, facilitating a win-win situation for capital appreciation and industrial upgrading [3] Group 3 - The integration of financing and industry is crucial, with companies collaborating closely with energy storage equipment manufacturers and local governments to optimize project development and resource allocation [4] - The leasing industry is moving towards collaborative ecosystems, utilizing joint leasing models to address funding challenges and enhance project execution [5] - The "Kunlun Cloud Lease" platform integrates financial services with equipment resources, optimizing asset structure and improving resource utilization [5][6]