理念契合，共谋发展新篇 诚泰租赁副总经理徐照权在致辞中高度评价福田欧曼的实力："欧曼作为领先的中重型商用车 制造商，拥有完善的销售与服务网络。2025年上半年双方在50台新能源重卡交付及区域化协 同上的成功合作，让我们深刻体验到欧曼'以客户为中心'的高品质服务理念，这与诚泰的经营 理念高度契合。"徐总进一步表示："2025年上半年，诚泰租赁已完成全国商业布局，下半年 图：福田欧曼与诚泰租赁双方高层领导出席战略合作签约仪式 2025年6月19日，福田欧曼与诚泰租赁在北京超级卡车体验中心隆重举行2025年度战略合作 签约仪式，双方达成500辆欧曼新能源重卡采购合作。福田欧曼营销副总裁兼营销公司总经理 刘刚、市场战略副总经理徐东亮、新能源营销公司副总经理陈冰冰、客户价值开发部高级经理 朱红旭，以及诚泰租赁副总经理徐照权、采购总监邵晓盼、市场总监刘书攀等领导，共同见证 这一开启绿色运力新篇章的重要时刻。 此次座谈会，双方围绕重点合作区域、核心渠道策略、采购交付流程、后市场保障等核心议题 进行了深入探讨并达成重要共识。双方未来将依托福田欧曼覆盖全国12个省份的30家核心渠 道网络，共同推进经营性租赁业务落地。 基于座谈 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for its stock performance in the near term [5]. Core Views - The company is identified as a leading player in the aircraft leasing sector, with expected performance improvements in the current economic cycle [5]. - The report highlights strong growth in aircraft sales and an increase in rental yield, driven by rising aircraft market prices and strategic asset management [7]. - The company is projected to benefit from a tightening aircraft supply, leading to increased rental income and improved profit margins [7]. Financial Summary - Revenue projections for the company show a significant increase from 33,675 million RMB in 2023 to 47,621 million RMB in 2025, reflecting a compound annual growth rate (CAGR) of 23.91% [6]. - The net profit attributable to shareholders is expected to rise from 1,281 million RMB in 2023 to 1,913 million RMB in 2025, with a notable growth rate of 111.58% in 2025 [6]. - The earnings per share (EPS) is forecasted to increase from 0.21 RMB in 2023 to 0.31 RMB in 2025, indicating a positive trend in profitability [6]. Business Overview - The company has rapidly expanded through acquisitions and focuses on operational leasing, with aircraft and container leasing as its primary business segments [7]. - By the end of 2024, the company is expected to have a fleet of 1,158 aircraft, maintaining a 100% rental rate, which positions it as the second-largest aircraft leasing company globally [7]. - The company is exploring innovative business opportunities in emerging fields such as eVTOL, CTOL, and hydrogen aviation, aiming to diversify its growth avenues [7].