Core Viewpoint - China Aircraft Leasing (01848) announced the signing of a sale agreement for an Airbus A321-200 aircraft with an independent third party, expected to be completed by November 30, 2025 [1] Group 1 - The transaction involves a wholly-owned subsidiary of the company acting as the seller [1] - The sale agreement was established on August 27, 2025, after trading hours [1] - The completion of the sale is anticipated to occur on or before November 30, 2025 [1]

Core Viewpoint - China Aircraft Leasing (01848) announced the signing of a sale and purchase agreement for an Airbus A321-200 aircraft between a wholly-owned subsidiary special purpose entity (seller) and an independent third party (buyer), expected to be completed by or before November 30, 2025 [1] Summary by Relevant Sections - Transaction Details - The sale involves one Airbus A321-200 aircraft [1] - The agreement was signed on August 27, 2025, after trading hours [1] - Completion of the sale is anticipated by or before November 30, 2025 [1]

Core Viewpoint - China Aircraft Leasing Group (CALC) reported strong mid-year results for 2025, with significant growth in revenue and operating profit, reflecting effective fleet management and market opportunities in aircraft trading [1][2] Financial Performance - Total revenue for the first half of 2025 reached HKD 2.4052 billion, with operating profit at HKD 481 million, marking a year-on-year increase of 75.9% [1] - Shareholders' profit attributable to the company was HKD 140.5 million, up 6.7% year-on-year, with earnings per share at HKD 0.189 and an interim dividend proposed at HKD 0.12 per share [1] Fleet Management - As of June 30, 2025, the company operated a fleet of 181 aircraft, including 151 owned and 30 managed aircraft, with 89% of the owned fleet being narrow-body aircraft, which are highly liquid and in demand [2] - The average age of the owned fleet is 8.6 years, with an average remaining lease term of 5.7 years, and a 100% utilization rate for the owned fleet, excluding one aircraft related to a Russian airline [2] Aircraft Orders and Market Position - The company has a total of 114 aircraft on order, comprising 88 Airbus and 26 COMAC aircraft, which represents over 70% of the owned fleet size, supporting future growth [2] - CALC is one of the few leasing companies that can directly procure aircraft from original equipment manufacturers (OEMs), allowing it to invest in new generation energy-efficient models while also supporting the development of domestic aircraft [2]

Core Viewpoint - China Aircraft Leasing Group (01848) reported a total revenue of HKD 2.405 billion for the six months ending June 30, 2025, representing a year-on-year decrease of 4.86% [1] - The company achieved a profit attributable to shareholders of HKD 141 million, an increase of 6.66% year-on-year, with basic earnings per share of HKD 0.189 [1] - A mid-term dividend of HKD 0.12 per share is proposed [1] Financial Performance - Total revenue for the period was HKD 2.405 billion, down 4.86% compared to the previous year [1] - Profit attributable to shareholders increased to HKD 141 million, up 6.66% year-on-year [1] - Basic earnings per share were reported at HKD 0.189 [1] - Proposed mid-term dividend is HKD 0.12 per share [1] Operational Highlights - During the review period, the company delivered a total of 10 new aircraft and 1 used aircraft to airline customers, with most being new generation fuel-efficient Airbus models [1] - The company signed new agreements or letters of intent for the purchase of 21 aircraft and completed the sale of 19 aircraft and 2 engines, setting a record for aircraft transactions in the same period [1] - The company is leveraging market opportunities from rising aircraft values and interest rate cuts to optimize its fleet composition through aircraft trading [1]

Core Viewpoint - China Aircraft Leasing Group (01848) reported a total revenue of HKD 2.405 billion for the six months ending June 30, 2025, representing a year-on-year decrease of 4.86% [1] - The company achieved a profit attributable to shareholders of HKD 141 million, an increase of 6.66% year-on-year [1] - The company proposed an interim dividend of HKD 0.12 per share [1] Financial Performance - Total revenue for the period was HKD 2.405 billion, down 4.86% compared to the previous year [1] - Profit attributable to shareholders was HKD 141 million, reflecting a 6.66% increase year-on-year [1] - Basic earnings per share were HKD 0.189 [1] Operational Highlights - During the review period, the company delivered a total of 10 new aircraft and 1 used aircraft to airline customers, with most being new generation fuel-efficient Airbus models [1] - The company signed new agreements or letters of intent for the purchase of 21 aircraft and completed the sale of 19 aircraft and 2 engines, setting a record for aircraft transactions during the same period [1] - The company leveraged market opportunities from rising aircraft values and the interest rate decline to optimize its fleet composition through aircraft trading [1]

Core Viewpoint - The article discusses the implications of the ongoing Russo-Ukrainian War on aircraft leasing companies, particularly focusing on the seizure of leased aircraft by Russia and the subsequent insurance claims made by affected companies [1][5][6]. Group 1: Aircraft Leasing Context - Aircraft leasing is a common practice in the aviation industry, allowing airlines to operate without the high upfront costs of purchasing aircraft [3][4]. - As of the onset of the Russo-Ukrainian War, Russia had a fleet of 980 passenger aircraft, with 777 being leased, and 515 of those from foreign leasing companies [4][5]. Group 2: Impact of the Russo-Ukrainian War - Following the war's outbreak, Russia nationalized all foreign-leased aircraft as a countermeasure against Western sanctions, leading to significant losses for Western leasing companies, particularly AerCap [5][6]. - The article notes that some aircraft were seized and held in foreign jurisdictions, complicating the return process for leasing companies [5][6]. Group 3: Insurance Claims and Compensation - Leasing companies have pursued insurance claims for the seized aircraft, with some successfully receiving compensation, such as the $22.96 million received by AVMAX, a subsidiary of Shanhe Intelligent [1][8]. - The article highlights that the resolution of these claims often involves lengthy legal processes, with some companies opting for settlements with insurance providers [8][12]. Group 4: Future of Seized Aircraft - The article suggests that the resolution of remaining seized aircraft issues will be a prolonged process, potentially requiring the normalization of relations between Russia and Western countries post-war [14][15]. - It also mentions that some aircraft have been returned or compensated through insurance settlements, allowing for legal ownership transfer to Russian airlines [12][14]. Group 5: Market Dynamics - Despite the challenges posed by the war, the aircraft leasing market has seen increased rental rates due to supply chain constraints and a recovering aviation industry, benefiting leasing companies financially [16].

Core Viewpoint - The successful insurance claim of $22.96 million by AVMAX, a subsidiary of Shanhe Intelligent, highlights the ongoing issues surrounding aircraft leasing and the impact of the Russia-Ukraine conflict on the aviation leasing industry [1][14]. Group 1: Aircraft Leasing Context - Aircraft leasing is a common practice in the aviation industry, allowing airlines to operate without the high capital costs of purchasing aircraft, which can be valued in billions [5][8]. - The Russian aviation sector heavily relies on leased aircraft, with 777 out of 980 commercial aircraft being leased, primarily from Western companies [9][12]. Group 2: Impact of the Russia-Ukraine Conflict - Following the outbreak of the Russia-Ukraine conflict, Russia nationalized all foreign-leased aircraft as a countermeasure against Western sanctions, leading to significant losses for Western leasing companies [9][12]. - The conflict has resulted in a complex situation where many aircraft are either seized or in legal limbo, complicating the return process for leasing companies [10][11]. Group 3: Insurance Claims and Settlements - Leasing companies have pursued insurance claims for the seized aircraft, with some successfully obtaining compensation after lengthy legal battles [15][20]. - AVMAX's recent insurance payout is part of a broader trend where Russian airlines have reached settlements with various leasing companies, resulting in over $2.5 billion in claims paid out [19][20]. Group 4: Future of Seized Aircraft - The resolution of remaining seized aircraft issues is expected to be a prolonged process, with potential solutions including insurance settlements or diplomatic negotiations [22][24]. - The leasing market may see increased rental prices due to supply chain constraints and a recovering aviation sector, potentially offsetting losses incurred from the conflict [24].

智通财经APP讯，中国飞机租赁(01848)发布公告，于2025年8月15日，因根据2024年末期股息的以股代 息计划而发行332.64万股普通股(以现金派发，可选择以股代息方式收取股息)。 ...

中国飞机租赁(01848)发布公告，于2025年8月15日，因根据2024年末期股息的以股代息计划而发行 332.64万股普通股(以现金派发，可选择以股代息方式收取股息)。 ...

格隆汇8月15日丨中国飞机租赁(01848.HK)发布公告，于2025年8月15日，因根据2024年末期股息的以股 代息计划而发行332.64万股普通股。 ...