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3架飞机被扣俄罗斯无法收回,上市公司回应:已收到1.6亿元保险赔款
第一财经· 2025-08-12 03:59
Core Viewpoint - The company Shanhai Intelligent has received insurance compensation of approximately $29 million due to aircraft leasing contracts with Russian clients, which were affected by geopolitical conflicts since February 2022 [3]. Group 1: Insurance Compensation - Shanhai Intelligent's subsidiary AVMAX has successfully negotiated an insurance claim of $29 million, with a net amount of $22.9651 million received after deducting legal fees [3]. - The insurance payment, after tax deductions, is expected to impact the company's net profit by approximately 126 million yuan, accounting for 172.92% of the previous year's net profit attributable to shareholders [3]. Group 2: Aircraft Leasing Contracts - AVMAX had signed three aircraft leasing contracts with Russian clients, which have been affected by sanctions since the geopolitical conflict began [3]. - The details of the leased aircraft include DHC-8-300 and DHC-8-200 models, with contracts ranging from 96 to 148 months [5]. Group 3: Financial Performance - In the first quarter of 2025, the company reported a revenue of 1.513 billion yuan, a year-on-year decrease of 8.96%, while the net profit attributable to shareholders increased by 57.31% to 32.46 million yuan [8]. - The company's market capitalization is currently around 19.82 billion yuan, with 9 trading limit-ups recorded in the last 16 trading days [9]. Group 4: Company Background - Shanhai Intelligent entered the general aviation sector in 2002 and acquired Canadian AVMAX in 2016, establishing a comprehensive industry chain layout across aviation manufacturing, operation, and service [7].
山河智能装备股份有限公司 关于全资子公司收到保险赔付款的公告
Core Viewpoint - AVMAX, a wholly-owned subsidiary of the company, has successfully reached an agreement with insurance underwriters for a compensation payment of $29 million, which will significantly impact the company's financials for the year [2]. Group 1: Insurance Compensation Details - AVMAX will receive a total insurance compensation of $29 million, with a net amount of $22.9651 million after deducting legal fees [2]. - The received insurance compensation, when converted at the exchange rate of 7.1382, amounts to approximately ¥163.9295 million [2]. - The impact on the company's net profit after tax from this insurance compensation is estimated to be ¥126.2257 million, which represents 172.92% of the company's audited net profit attributable to shareholders from the previous year [2]. Group 2: Background and Context - AVMAX had previously entered into three aircraft leasing contracts with Russian clients, but due to geopolitical conflicts since February 2022, the aviation industry has faced sanctions, making it impossible for AVMAX to recover the leased aircraft [1][2]. - The compensation received is classified as a non-recurring gain, as AVMAX had already fully provided for impairment on the three aircraft prior to this compensation [2].
3架飞机被扣俄罗斯,多次尝试无法收回,上市公司公告:已收到1.6亿元保险赔款
Mei Ri Jing Ji Xin Wen· 2025-08-11 16:11
Core Viewpoint - The company Shanhai Intelligent (002097.SZ) has received insurance compensation of $29 million for three aircraft that were stranded in Russia due to geopolitical conflicts, significantly impacting its financials and operations [1][5]. Group 1: Aircraft Leasing and Insurance Compensation - Shanhai Intelligent's wholly-owned subsidiary AVMAX had signed three aircraft leasing contracts with Russian clients, which became problematic following the geopolitical conflict that began in February 2022 [1][5]. - AVMAX attempted multiple times to recall the aircraft but was unsuccessful, leading to the eventual insurance claim [1][5]. - The insurance compensation received amounts to $29 million, with a net amount of approximately $22.97 million after deducting legal fees, translating to about 164 million RMB [5]. Group 2: Financial Impact - The insurance payout, after tax deductions, is expected to positively impact the company's net profit by approximately 126 million RMB, accounting for 172.92% of the previous year's net profit attributable to shareholders [5]. - The company had previously fully impaired the value of the three aircraft, making this insurance payout a non-recurring gain [5]. Group 3: Market Performance - As of the latest report, Shanhai Intelligent's revenue for the first quarter of 2025 was 1.513 billion RMB, a year-on-year decrease of 8.96%, while the net profit attributable to shareholders increased by 57.31% to 32.46 million RMB [8]. - The stock has seen significant movement, with 9 trading days of limit-up gains over the past 16 days, resulting in a cumulative increase of 123.19%, bringing the market capitalization to approximately 19.2 billion RMB [8]. Group 4: Industry Context - Other companies, such as Zhejiang Rifa Precision Machinery Co., Ltd. (002520.SZ), are also facing similar issues with aircraft stranded in Russia, indicating a broader industry challenge due to geopolitical tensions [10][11]. - Rifa's subsidiary Airwork Holdings Limited has initiated legal action against insurance companies for compensation related to aircraft leasing contracts affected by the same geopolitical issues [10][11].
山河智能:全资子公司收到保险赔付款 影响净利润金额1.26亿元
Zhi Tong Cai Jing· 2025-08-11 09:20
近日,AVMAX与飞机保险承保人(含主承保人Liberty Group及其他承保商)就赔付方案达成一致意见, 确认AVMAX可从保险承保商获得的保险理赔款为2,900万美元,扣除律师费用等后的保险赔付款净额为 2,296.51万美元。截至目前,AVMAX已全额收到2,296.51万美元保险赔付款,按照2025年8月8日外汇管 理局公布的美元对人民币汇率中间价为7.1382,折算人民币16,392.95万元。保险赔付款项扣税后对公司 净利润影响金额为12,622.57万元,会计核算计入营业外收入,占公司上一年度经审计归母净利润的 172.92%。 山河智能(002097)(002097.SZ)发布公告,公司全资子公司曾与俄罗斯客户签订三份飞机租赁合同。 自2022年2月地缘政治冲突以来,航空业在制裁范围内。AVMAX根据相关政策,多次尝试召回租赁在 俄罗斯的上述飞机。尽管已持续进行交涉与回收操作,仍无法成功收回涉事飞机。 ...
“应赔尽赔、能赔快赔、合理预赔” 多地加快降雨受灾地区保险理赔进度
Yang Shi Wang· 2025-08-10 01:46
Group 1 - Recent heavy rainfall has caused significant damage in multiple regions, prompting financial management departments to accelerate insurance claims processes to aid affected businesses and individuals [1] - In Gansu Province, emergency plans have been activated by banks and insurance institutions, including the establishment of "no-difference rescue channels" and on-site claim acceptance points, aiming for efficient and expedited claims processing [1] - As of September 9, Gansu insurance institutions reported 322 claims related to the rainfall, estimating losses at 20.99 million, with 119 claims paid amounting to 6.08 million [3] Group 2 - In Hebei Province, insurance institutions received a total of 27,200 claims related to the disaster, estimating losses at 565 million, with 228 million already paid out [3] - Guangdong Province reported 43,400 claims related to heavy rainfall, estimating losses at 1.15 billion, with insurance payouts totaling 28.85 million, including 12.96 million in advance payments [5]
食品药品等物资均已到位 记者探访甘肃榆中三中安置点
Core Points - Continuous heavy rainfall since August 7 has led to flash floods in Yuzhong County, Gansu Province, resulting in casualties and significant property damage [1] - Over 2,000 individuals from more than 480 households have been affected, with 9,800 people already relocated and accommodated [1] - Yuzhong County No. 3 Middle School has been designated as a shelter due to its vacant status during the school break, proximity to affected areas, and nearby medical facilities [1] Group 1 - The shelter currently accommodates 170 disaster-affected individuals, including over 20 children [3] - Local government has deployed over 70 volunteers to assist with sanitation, logistics, and registration at the shelter [3] - Yuzhong County No. 2 Hospital has sent 4 doctors to provide temporary medical consultations and essential medications at the shelter [3] Group 2 - Post-disaster damage assessment and insurance claims processes have commenced [4] - Local businesses are providing food, such as beef noodles, to support the affected individuals [6] - Financial institutions are facilitating rapid social security card replacements and cash disbursements, as well as vehicle damage assessments [6]
暴雨频发 如何为家庭财产筑起安全防线
Jin Rong Shi Bao· 2025-08-08 08:00
Core Viewpoint - The article discusses the impact of severe rainfall and flooding in Beijing and surrounding areas, highlighting the role of insurance in mitigating losses and facilitating rapid claims processing for affected individuals and businesses [1][2]. Insurance Claims and Response - As of August 1, insurance institutions in Beijing received 4,559 claims related to the heavy rainfall, with estimated losses amounting to 121 million yuan, including 2,666 vehicle insurance claims and 200 agricultural insurance claims [1][2]. - The insurance companies, particularly PICC, mobilized over 200 rescue and assessment vehicles to provide immediate assistance, prioritizing claims for vehicle, agricultural, and housing insurance [3][6]. Claims Processing Efficiency - The insurance companies implemented a "three exemptions and four quicks" service model, which includes exemptions from on-site assessments and meteorological proof, and emphasizes rapid rescue, damage assessment, repair, and compensation [6][10]. - The claims process for agricultural insurance was expedited, with a "first pay, then document supplement" mechanism in place for major disaster claims, allowing for quick compensation [10][11]. Types of Insurance and Coverage - Vehicle damage due to flooding is categorized into different scenarios, with specific handling methods based on water height and damage extent. The coverage includes both traditional fuel vehicles and electric vehicles without significant differences in claims processing [5][7]. - Agricultural insurance covers various types of crops and facilities, providing compensation for losses due to flooding and other natural disasters, with a focus on expediting claims for affected farmers [9][10]. Recommendations for Policyholders - Policyholders are advised to pay attention to insurance terms, including coverage scope, exclusions, compensation limits, and claims processes to ensure smooth claims in future disasters [11]. - The importance of timely reporting of claims within 48 hours is emphasized, along with the necessity of providing relevant documentation for claims related to lost vehicles [7][11].
理赔加速中!广东保险业全力投入抢险救灾工作
Guang Zhou Ri Bao· 2025-08-08 03:26
连日来,广东省出现大范围强降雨导致多地内涝严重。记者从省内多家保险机构了解到,各级公司迅速 启动大灾应急预案,调动资源,全力投入抢险救灾与理赔工作中。 据记者不完全统计,截至8月6日上午,在本轮暴雨灾害中,中国人寿财险广东分公司累计接报案2755 笔,预估损失约6072万元;中华财险广东分公司已接到报案近800宗,预估损失超1000万元;中国大地 保险广东分公司共接到报案214件,估损金额近300万元。 目前,广东已进入暴雨频发季节。多家保险机构提醒,市民外出应避开危险区域,尽量留在安全的室内 区域暂避;车主需将车辆转移到地势较高的地方,防止被水浸泡。接下来,各保险机构也将密切关注暴 雨灾害实时状况,做到能赔快赔、应赔尽赔,切实做好灾后理赔工作。 (文章来源:广州日报) "这次主要是城市内涝,车险、企财险、家财险理赔案例较多。"一家保险公司工作人员告诉记者,这两 天公司各部门都在加班加点,不断向客户推送灾害预警信息,加快抢险救灾和理赔工作。据中国大地保 险广东分公司透露,该公司在汛情初期向在保客户发送行车安全提醒超29万人次。 暴雨未停,理赔先行。在广州,连日强降雨导致多地出现积水,从化区部分区域尤为严重,花 ...
多地连续作战不停歇
Jin Rong Shi Bao· 2025-08-06 01:16
Core Viewpoint - The company is actively responding to extreme weather conditions and flooding across various regions in China, implementing emergency measures and providing timely compensation to affected individuals and businesses [1][2][3][4][5] Group 1: Emergency Response - The company has mobilized over 30 provincial branches to enter emergency work status for disaster prevention and flood relief [1] - In Beijing, the company set up temporary claims points to provide on-site compensation services, with 119 personnel dispatched for damage assessment and 88 rescue vehicles deployed [2] - In Inner Mongolia, approximately 430,000 hectares of crops were affected, prompting the company to coordinate with local governments for effective claims processing [3] Group 2: Claims Processing and Support - The company has emphasized quick and reasonable compensation, with claims processed within hours, as demonstrated by a case in Shanghai where compensation was completed in under three and a half hours [4] - In Jiangsu, the company took proactive measures by placing warning signs in flooded areas and conducting risk assessments for 67 clients, issuing 38 disaster prevention recommendations [4] - In Xinjiang, the company assisted in the rescue of over 100 stranded tourists, demonstrating a commitment to public safety and support during emergencies [5] Group 3: Commitment to Safety and Preparedness - The company is dedicated to enhancing its emergency response capabilities and maintaining a focus on public safety, aligning with national directives for disaster management [5] - Continuous monitoring of disaster information and proactive risk warnings are part of the company's strategy to safeguard lives and property [5]
特大暴雨后,保险怎么赔?新一轮红色预警来了!
中国基金报· 2025-08-04 16:41
Core Viewpoint - The article highlights the significant impact of recent heavy rainfall in Beijing, with insurance institutions receiving over 5,000 claims and estimated losses exceeding 150 million yuan [2][4]. Group 1: Insurance Claims and Losses - As of August 3, insurance institutions in Beijing have received a total of 5,330 claims related to the heavy rainfall, with an estimated loss amounting to 154.65 million yuan [4]. - Breakdown of claims includes: 3,034 vehicle insurance claims with losses of 73.23 million yuan; 286 agricultural insurance claims with losses of 9.64 million yuan; 1,670 home insurance claims with losses of 4.95 million yuan; and 340 other property insurance claims with losses of 66.83 million yuan [4]. Group 2: Emergency Response and Services - Beijing insurance companies have established a green channel for claims during the flood season and introduced a "three-free service" for submerged vehicles, which includes no on-site inspection, no meteorological proof required, and free accident rescue [7][8]. - The financial regulatory authority has mandated insurance companies to promptly assess damages and expedite claims processing in response to the disaster [5][8]. Group 3: Weather Alerts and Public Safety - The meteorological department issued a red alert for heavy rain on August 4, predicting significant rainfall across various districts, with some areas expecting over 150 mm of rain within six hours [10][11]. - Multiple scenic spots in Beijing have temporarily closed to ensure visitor safety due to the severe weather conditions [15][19][27].