面向未来，博弈融资租赁计划三年内覆盖全国核心经济圈，成为新能源与高端装备租赁头部服务商。公司将继续以 "诚信、创新、担当、共赢" 为核心价值 观，践行 "以金融活水滋养实业" 的承诺，持续深化产融协同创新，让租赁服务迸发更多新活力，为中国式现代化的产融高质量发展注入强劲动力。 博弈融资租赁 在产业链协同方面，博弈融资租赁以 "资源 + 风险" 创新打造共赢网络。公司创新联合资金方、助贷机构、设备厂商等合作伙伴，构建起 "需求 - 资源 - 服 务" 的协同生态：为助贷机构共享合规牌照与科技风控体系，帮助其拓展业务边界；为设备厂商搭建租赁合作渠道，将产品与租赁服务结合，提升市场渗透 率；为资金方提供优质租赁资产标的，依托风控体系降低投资风险。同时，创新推出 "超 M+1 订单即时债转""逾期资产高效处置" 等风险防控机制，搭配固 定工作日结算与资金监管服务，让产业链各方在风险可控的前提下，实现资源高效协同与利益共享。 这份创新实践的底气，源于硬核的实力支撑。以 "科技驱动产融，打造中国领先的融资租赁价值平台" 为愿景，公司的 AI 风控系统可几秒钟内完成风险评 估，精准识别需求与风险；8 位金融行业资深精英组成 ...

当传统金融难以满足汽车金融批量展业需求，当实体产业渴望更灵活的融资运营方案，当个人创业者期待低门槛的租赁支持 —— 博弈融资租赁有限公司 以 "产融协同创新实践者" 的身份，给出了破局答案。自 2018 年成立以来，这家专注车辆、设备融资租赁的专业机构，始终以 "以资赋能，租赁创富新 生" 为理念，通过 "合规筑基、科技赋能、资源协同" 的创新模式，打破传统枷锁，让租赁服务成为激活产融活力的关键力量。 在汽车金融领域，博弈融资租赁以 "合规 + 效率" 创新破解行业困局。面对 "市场广阔但牌照稀缺，全国批量做业务者寥寥" 的现状，公司持有的国家融 资租赁牌照，不仅为合作方规避无资质放款风险，更创新推出 "自主审核 + 自主放款" 服务模式，大幅缩短业务周期。无论是网约车平台批量采购合规车 辆，还是物流企业更新货运车队，都能通过公司的一站式服务，快速完成从资质审核到车辆交付的全流程，彻底解决 "合规难、效率低" 的行业痛点，让 汽车金融业务从 "分散化" 向 "规模化、高效化" 转型。 在实体产业服务中，博弈融资租赁以 "融资 + 运营" 创新构建生态闭环。聚焦新能源、智能制造、高端设备领域，公司不局限于单一融 ...

Core Insights - Shanghai has become a hub for financing leasing headquarters in China, leading in various fields such as green leasing [1] - As of September 2025, there are over 1,000 financing leasing companies in Shanghai, with a total asset scale exceeding 3 trillion yuan, accounting for approximately 40% of the national total [1] - The asset scale of financing leasing in Shanghai ranks first in the country [1]

Group 1 - The first China Green Leasing Innovation Development Annual Conference (2025) and the Yangtze River Delta G60 Science and Technology Innovation Corridor ESG Development Alliance Cooperation Exchange Conference were held in Shanghai, gathering government departments, financial institutions, research organizations, and industry experts to explore new paths for green leasing and ESG development [1] - The Shanghai Financing Leasing Association released the 2025 China Green Leasing Development Report, which systematically reviews the low-carbon transformation practices of green leasing services nationwide and introduces an industry index [1] - Taiping Petrochemical Financial Leasing was recognized as one of the "Top 50 Green Leasing Companies in China" by the Green Leasing Special Committee of the Shanghai Financing Leasing Industry Association [1] Group 2 - The company has closely followed the national "dual carbon" strategic guidance, incorporating green leasing into its core development strategy, and has continuously increased resource investment and business layout in clean energy, energy conservation and environmental protection, and green transportation sectors [5] - The company aims to establish itself as a leading benchmark in the green leasing industry [5]

Core Viewpoint - The financing leasing industry is evolving beyond simple equipment rental and credit-like services to become a "value partner" in the development of new productive forces, emphasizing its role in linking financial services to the real economy [2] Group 1: Industry Transformation - The value return of financing leasing is a tribute to the essence of financial services towards the real economy [2] - The value reassessment reflects the market's renewed recognition of the industry's empowering capabilities [2] Group 2: Conference and Collaboration - The "2025 Leasing Industry Production and Finance Ecosystem Conference" aims to build a comprehensive ecosystem for financing leasing and new productive industries, involving regulatory bodies, economists, financial infrastructure, and leading leasing institutions [2] - The conference will focus on "new quality" development, discussing topics from AI manufacturing upgrades to the large-scale layout of the new energy industry and low-altitude economic scenarios [2] Group 3: Broader Engagement - The event will not only address financing and asset integration but also emphasize intelligence and partnership, promoting cross-industry interaction [2] - Financing leasing is positioned to extend beyond mere capital flow to deeper dimensions of industrial finance, acting as an incubator for the growth of new productive forces [2]

如何让更多企业重新发现融资租赁的独特优势？如何让更多资源通过融资租赁链接新质生产力赛道？ 如何让租赁转型恰好适配新质产业需求？ 第一财经携手上海交易集团为融资租赁与新质产业，倾力搭 建全生态产融圈层，利用主流价值之声，让公众市场重新发现"融资租赁"的内涵及价值。 "2025租赁业产融生态大会"，已邀请监管机构、经济学家、金融基础设施、中国主流融资租赁机构、 全球知名新质企业、国内头部产业协会等，共同呈现一场推进中国融资租赁高质量转型发展、构建产 业金融生态圈的国际化论坛。 今日之融资租赁，早已不能是简单的"租设备"和"类信贷"，而是新质生产力发展的 "价值伙伴" 。它的 价值回归，是金融服务向实体经济本源的致敬；它的价值重估，是市场对其产业赋能能力的再认知。 09:00-09:05 · 管小军 上海交易集团党委副书记、总裁 欢迎 胜 09:05-09:10 · 上海市领导 开幕致辞 本次大会 聚焦"新质"发展 ，从人工智能制造对传统行业智慧升级，到新能源产业的规模化布局，再到 低空经济场景研判，不仅谈"融资、融物"，更要谈"融智、融伴"，不仅要同业交流，更要跨行业互 动，让融资租赁不再局限于"资金融通"，更能 ...

策 略 研 究 策 3、 市场情绪走弱或难在短期扭转，建议控制仓位等待布局机会。 4、 财政发力或是未来支撑美国经济的主要手段。 5、泛能源的配置更多是应对美国 AI 投资预期过热，建议以中短 期交易为主。 6、 长期看好保险，反内卷行业，中概互联网，军贸。 2025 年 11 月 24 日 防御当先，静候良机——周观点 团队成员 投资要点： 近期观点 略 定 期 报 告 1、 强非农和联储放鸽的组合不合逻辑，交易降息致使美国下跌 或是未来一个季度的常态。 2、 科技革命进程或难免"泡沫破灭"时刻，重点是关注科技对 于需求是否构成正向作用。 分析师： 李浩(S0210524050003) lh30530@hfzq.com.cn 分析师： 李刘魁(S0210524050006) llk30550@hfzq.com.cn 相关报告 1、尝试寻找新合力——2025.11.17 2、美国政府最长停摆结束——2025.11.17 3、市场状态高频数据库——11 月第 2 周—— 2025.11.16 风险提示 全球制造业复苏受阻；中美关系改善不及预期；美国地产市场不 健康 证 券 研 究 报 告 华福证券 诚信专业发现 ...

Core Viewpoint - China Chengtong Development Group announced a sale and leaseback agreement involving its wholly-owned subsidiary, Chengtong Financial Leasing, with joint lessees Beijing Kintong Industrial Technology Co., Ltd. and China 22nd Metallurgical Group Co., Ltd. [1] Group 1 - The sale and leaseback agreement is set to take place on November 21, 2025 [1] - Chengtong Financial Leasing will purchase leasing assets and lease them back to the joint lessees for a period of three years [1] - The agreement includes provisions for early termination based on its terms and conditions [1]

Group 1 - *ST Rendo (SZ 002647) held its 10th meeting of the 6th Board of Directors on November 21, 2025, to review the proposal for revising the company's internal governance system [1] - For the year 2024, *ST Rendo's revenue composition is as follows: 93.5% from the service industry and 6.49% from the financing leasing industry [1] - As of the report date, *ST Rendo has a market capitalization of 7.6 billion yuan [1]

格隆汇11月20日丨友联国际教育租赁(01563.HK)公告，截至2025年9月30日止6个月中期业绩，集团于报 告期内的收益同比增加约11.4%至约人民币3.73亿元。集团于报告期内的溢利人民币1.03亿元。董事会 并不建议就报告期派付任何中期股息(截至2024年9月30日止6个月：无)。 截至2024年底，我国融资租赁公司总资产规模达人民币4.58万亿元，同比增长9.6%，虽增速有所放缓， 但整体规模仍保持稳健扩张态势。于报告期末，中国融资租赁公司总数约为7,020家，较2024年底减少 近331家。随着租赁行业持续清理整顿，弱势企业被淘汰，融资租赁的竞争更趋激烈。集团所服务的客 户，主要为医疗保健行业和航空行业。中国营商环境保持平稳势态，若干承租人(特别是医疗保健行业 中的若干承租人)拥有充足的现金流量及时还款的能力，令集团于报告期内不需就融资租赁应收款项作 出重大减值拨备净额。 ...