多元金融热点速递之二：融资租赁业务管理办法印发，推动金租行业高质量发展

Investment Rating - The industry rating is "Overweight" indicating an expected increase in the industry performance exceeding the market benchmark index by more than 10% over the next 6-12 months [4][13]. Core Insights - The issuance of the "Management Measures for Financing Lease Business of Financial Leasing Companies" is expected to promote high-quality development in the financial leasing industry, enhancing the role of financial leasing companies in serving the real economy and national strategies [1][3]. - The revised measures focus on core functions and professional characteristics of financial leasing companies, establishing operational standards for various business types such as direct leasing and sale-leaseback [1][2]. - The measures aim to standardize business management processes, improve operational standardization, and enhance risk management systems to address key risk areas in financing leasing operations [2][3]. Summary by Sections Management Measures Overview - The revised measures consist of eight chapters and sixty-eight articles, emphasizing the core functions of financial leasing companies and establishing operational standards for different leasing activities [1][9]. Business Management and Risk Control - The measures detail the management processes for financing leasing, including due diligence, risk assessment, contract execution, and post-lease management, ensuring clarity in responsibilities and operational standards [2][3]. - A comprehensive risk management framework is proposed, focusing on risk identification, assessment, monitoring, and mitigation, particularly for overseas financing leasing activities [2][10]. Recommendations for Companies - The report recommends leading companies in the financial leasing sector, such as Jiangsu Jinzu, Far East Horizon, and major players in aircraft leasing like Bank of China Aviation Leasing and Bohai Leasing, highlighting their stable performance and dividend expectations [3].