中银航空租赁涨近5%创新高 公司双重受益于航空产业景气度上行与美联储降息周期

Group 1 - The stock of China Aircraft Leasing (02588) rose nearly 5%, reaching a new high of 78.85 HKD, with a trading volume of 88.75 million HKD [1] - The aircraft leasing industry remains in an upward trend due to tight supply chains for new aircraft, a shortage of skilled workers, and disruptions in raw material supply, leading to sustained demand and increasing aircraft values and rental rates [1] - Major aircraft leasing companies are expected to benefit from the ongoing upcycle in the aircraft leasing market, as they maintain stable aircraft deliveries [1] Group 2 - China Aircraft Leasing, as a leading player in the aviation leasing sector, is poised to benefit from both the rising aviation industry and the Federal Reserve's interest rate cuts [1] - The company operates a fleet of 483 aircraft, ranking fifth among global aircraft leasing firms, and is expected to see revenue growth from its customer base of global airlines [1] - With the continued easing of interest rates by the Federal Reserve, the company's dollar-denominated funding costs are likely to decrease, potentially expanding its interest margins [1]