2025年12月，随着海南自贸港进入封关运作阶段，一批面向境内外市场、积极拓展跨境金融布局的金租 公司已率先"落户"。其中，浦银金融租赁股份有限公司旗下浦银（海南）租赁有限公司于2025年8月在 海口江东新区成立。工银金融租赁有限公司于同年11月在海南自贸港设立管理型项目公司，成为国内首 批设立金融租赁管理型项目公司的企业。 《中国经营报》记者注意到，在海南开展飞机、船舶租赁业务，增强海南自贸港在国际竞争中的差异化 优势，这只是2025年金租面向国际化的缩影。 2025年3月，交银金融租赁有限责任公司（以下简称"交银金租"）通过设立在上海临港新片区的SPV， 以算力中心设备为租赁物，成功为在境外注册的算力运营企业提供融资租赁支持，成为行业首单自贸区 SPV算力设备跨境租赁业务。 文 石健 在金融"五篇大文章"顶层设计推动下，2025年以来，金融租赁公司在差异化、特色化、国际化发展中稳 步前行。 根据《中国金融租赁行业发展报告（2025）》（以下简称"报告"），截至2024年年末，中国金融租赁行 业总资产达4.58万亿元，租赁资产余额4.38万亿元，同比分别增长9.56%和10.24%；全年实现利润总额 762 ...

Group 1 - The core point of the article is that Phoenix Shipping (Wuhan) Co., Ltd. has established Tianjin Fenghua Ship Leasing Co., Ltd. with a capital investment of 10 million RMB, holding 100% of the shares [1] - Tianjin Fenghua Ship Leasing Co., Ltd. was founded on November 7, 2025, with a registered capital of 10 million RMB and is located in Tianjin [1] - The company will engage in various activities including ship leasing, international ship management, domestic cargo transportation agency, and international freight forwarding services [1] Group 2 - The legal representative of Tianjin Fenghua Ship Leasing Co., Ltd. is Yuan Xinhua [1] - The company is involved in both licensed and unlicensed business activities, with specific projects requiring approval from relevant authorities [1] - The company’s business scope includes sales of coal and non-metallic minerals, as well as information consulting services [1]

Core Viewpoint - Phoenix Shipping (Wuhan) Co., Ltd. has established Tianjin Fengtai Ship Leasing Co., Ltd. with a capital investment of 10 million RMB, holding 100% ownership in the water transportation industry [1] Company Summary - Tianjin Fengtai Ship Leasing Co., Ltd. was founded on November 7, 2025, with a registered capital of 10 million RMB and is located in Tianjin [1] - The legal representative of the company is Yuan Xinhua [1] - The company engages in various activities including ship leasing, international ship management, transportation of international container ships and general cargo ships, domestic cargo transportation agency, and leasing of transportation equipment [1] Industry Summary - The company operates in the water transportation industry, which includes services such as international cargo transportation agency, ship sales, import and export of goods, and management consulting [1] - The company is authorized to conduct ordinary cargo transportation by water and domestic ship management, subject to approval from relevant authorities [1]

中远海特公告，公司于2025年12月31日与中国远洋海运集团有限公司签订新一期《关于购买商品和接受 劳务等服务方面的关联交易合同》，确定2026-2028年各类日常关联交易年度交易金额上限。根据2025 年度生产经营实际情况及对未来运力增长、业务规模变化等情况的预判，预计各类日常关联交易的年度 金额上限如下：船舶服务20亿元，船舶租赁25亿元，代收代付80亿元，购买燃料15.95亿元，劳务服务 20.9亿元，受托管理资产0.28亿元，房产租赁0.2亿元，商标使用许可1元。 ...

海南自贸港全岛封关，金融租赁公司第一时间就有新飞机交付。 《金融时报》记者日前获悉，工银金租通过其本月初在海南最新设立的管理型项目公司——工银租赁 (海南)有限公司，正式向四川航空、深圳航空交付3架飞机。 数日前，三亚市投资促进局、央企融资租赁公司、海南省国有企业、金融机构等17家机构在中央企业融 资租赁助力海南自贸港建设大会上，共签署8项助力海南自贸港建设的合作协议，预计将带动海南全省 金融服务规模超100亿元；并发布《关于支持海南自贸港高质量发展的倡议书》，全力围绕旅游业、现 代服务业、高新技术产业等重点领域提供精准的融资租赁服务。 华夏金租、厦门金租也分别在封关前夕，于同一日在海南分别成立管理型项目公司——华金(海南)租赁 有限公司、厦金租赁(海南)有限公司，前者在海口江东新区注册，后者在海口综保区注册。至此，在海 南成立管理型项目公司的金融租赁公司数量已达到4家。 新合作、新业务也随之而来。 华夏金租在管理型项目公司成立当日，与中远海运散货运输有限公司签署粮食运输船租赁合同，进一步 支持航运产业升级、服务国家粮食安全，迈出了在琼战略布局的关键一步。 这些新设公司的背后，是融资租赁行业对海南自贸港封关新 ...

融资租赁公司业务转型研究 联合资信 金融评级二部 | 张 帆 | 潘岳辰 www.lhratings.com 研究报告 1 摘要 www.lhratings.com 研究报告 2 近年来，金融租赁行业监管趋势逐步趋严，旨在引导行业回归本源，发挥"融物 +融资"属性，更好地服务实体经济。虽然目前重量级政策主要围绕金租公司开 展，尚未出台文件要求商租公司立刻向直租或产业方向转型，但预计未来二者的 监管导向将趋同，商租公司提前谋划转型成为必然选择。受化债政策的影响，融 资租赁公司开展城投业务受到一定限制，同时低利率环境也导致行业竞争加剧。 设备更新、"双碳"战略、十五五规划等国家宏观政策也为融资租赁公司业务转型 带来了机遇。 相较于未转型的样本商租公司，转型中的样本商租公司面临更大的业务规模、盈 利能力、资产质量下降压力。相较于商租公司，金租的监管要求更加严格，业务 转型力度更大。金租行业整体直租业务投放及占比均有明显提升，行业转型成效 初步显现，但头部金租公司和中小金租公司的业务结构分化较大。样本金租公司 整体面临业务规模增速放缓、盈利水平下降的压力，但资产质量有所提高。 融资租赁公司业务转型是大势所趋，但行业竞 ...

Core Insights - The financing leasing industry in China is experiencing significant growth, with a focus on integrating financing and physical assets to support various sectors, including aviation, maritime, and computing [1][2][4]. Aviation Sector - The Chinese aircraft leasing industry has evolved significantly since its inception in 2009, with over 2,400 aircraft delivered and a market position as the second-largest globally, holding nearly 20% of the market share [2][4]. - Major Chinese leasing companies, such as ICBC Leasing and CDB Leasing, are now among the top 10 global leasing firms, reflecting the industry's rapid development and systemic breakthroughs [2][4]. - Policy support, including tax incentives and special funds, has been crucial in fostering the growth of the aviation leasing market, as seen in Guangzhou's initiatives that led to a 560% year-on-year increase in aircraft imports [2][3]. Maritime Sector - Financial leasing companies are actively involved in the maritime industry, supporting the construction and operation of eco-friendly vessels, including LNG carriers and zero-carbon ships [6][7]. - The "14th Five-Year Plan" emphasizes the importance of marine technology innovation, with leasing companies providing funding for various maritime projects, thereby enhancing operational efficiency for shipping enterprises [6][7][8]. Computing and Data Infrastructure - The demand for computing power in China is surging, driven by initiatives like the "East Data West Computing" project, with the total computing capacity expected to reach 280 EFLOPS by 2024 [9]. - Financing leasing is emerging as a solution for companies to access computing resources, helping to reduce costs and support green transformation in the industry [9][10]. - Several leasing companies are implementing innovative financing models, such as "financing + intelligence," to facilitate the procurement of computing equipment for data centers and tech firms [9][10].

Core Viewpoint - Recently, China Merchants Haikong Shipping (Shenzhen) Co., Ltd. was established, indicating an expansion in the shipping and logistics sector by China Merchants Shipping (601872) [1] Group 1: Company Overview - The newly established company is fully owned by China Merchants Shipping [1] - The legal representative of the company is Zhang Hong [1] Group 2: Business Scope - The business scope includes international ship management, ship leasing, ship sales, domestic ship agency, international ship agency, and domestic cargo transportation agency [1]

12月16日，中远海发回购50.00万股股票，每股回购均价1.08港元，共耗资约54.11万港元，本年累计回 购1.32亿股，占总股本3.81%。 截至当日港股收盘，中远海发下跌1.82%，报1.08港元/股。 中远海发是中国远洋海运集团有限公司旗下的重要上市平台，主要从事船舶租赁、集装箱制造及金融投 资等业务。作为全球领先的航运金融服务提供商，公司依托母公司在航运领域的资源优势，构建了覆盖 航运全产业链的综合服务体系。截至最新财报，中远海发总资产规模超千亿元，业务网络遍及全球主要 航运枢纽。近年来，公司积极推动绿色低碳转型，投资智能集装箱和新能源船舶，以适应行业可持续发 展趋势。其港股代码为02866，是恒生综合指数成分股之一。 本文源自：市场资讯 作者：公告君 中远海发近期回购情况 回购日期回购均价回购股数回购金额本年累计回购股数2025-12-161.08250.00万54.11万1.32亿2025-12- 151.11050.00万55.50万1.31亿2025-12-111.10050.00万55.00万1.31亿2025-12-101.11050.00万55.50万1.30亿 2025-12-09 ...

Group 1 - Tianjin Yurun Shipping Service Co., Ltd. has been established with a registered capital of 10 million RMB, fully owned by Anhui Yurun Tongyang Enterprise Management Co., Ltd. [1] - The legal representative of the company is Zhu Xuewen, and its business scope includes domestic and international freight forwarding, international ship management, and ship leasing [1][1] - The company is located in the Tianjin Free Trade Zone, specifically in the Dongjiang Comprehensive Bonded Zone [1][1] Group 2 - The company is classified under the transportation, storage, and postal industry, specifically in the water transportation sector [1] - The business license allows for independent operations, except for projects that require government approval [1][1] - The company's operational period is set until December 15, 2025, with no fixed end date [1]