Company Summary - Bohai Leasing announced a credit impairment loss of approximately 154 million RMB and an asset impairment loss of about 3.44 billion RMB for the first half of 2025, impacting the total profit by approximately -3.594 billion RMB [1] - The revenue composition for Bohai Leasing in the first half of 2025 includes: 53.84% from aircraft sales, 35.26% from aircraft leasing, 8.94% from container leasing, 1.45% from container sales, and 0.31% from other financing leases [1] - As of the report date, Bohai Leasing has a market capitalization of 21.8 billion RMB [1] Industry Summary - The domestic A-class car market is set to undergo significant changes with the opening of the first A-class car exhibition in the second half of the year, featuring nearly 120 brands and 1600 vehicles [1]

Company Overview - Bohai Leasing (SZ 000415) announced its second board meeting of the 11th session held on August 28, 2025, in Beijing, discussing the 2025 semi-annual report and summary [1] Financial Performance - For the first half of 2025, Bohai Leasing's revenue composition was as follows: aircraft sales accounted for 53.84%, aircraft leasing for 35.26%, container leasing for 8.94%, container sales for 1.45%, and other financing leasing for 0.31% [1] Market Capitalization - As of the report, Bohai Leasing's market capitalization stood at 21.8 billion yuan [1]

Company Overview - Bohai Leasing's current stock price is 3.56 CNY, down 1.11%, with a rolling PE ratio of 18.59 times and a total market capitalization of 22.017 billion CNY [1] - The company ranks 9th in the diversified financial industry, which has an average PE ratio of 51.27 times and a median of 31.84 times [1] Institutional Holdings - As of the first quarter of 2025, six institutions hold shares in Bohai Leasing, including five funds and one brokerage, with a total holding of 5.5396 million shares valued at 0.018 billion CNY [1] Business Operations - Bohai Leasing specializes in leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and new energy [1] - The main products include aircraft leasing, aircraft sales, container leasing, container sales, operating leasing, financing leasing, and financing leasing consulting [1] Financial Performance - For the first quarter of 2025, Bohai Leasing reported operating revenue of 17.117 billion CNY, a year-on-year increase of 99.82%, and a net profit of 669 million CNY, up 72.21% year-on-year, with a gross profit margin of 24.75% [1]

序号股票简称PE(TTM)PE(静)市净率总市值(元)5渤海租赁18.2223.880.68215.84亿行业平均 47.7740.031.75224.27亿行业中值27.3124.571.78185.64亿1江苏金租11.2911.511.36338.85亿2陕国投 A13.2613.641.02185.64亿3越秀资本15.0916.341.22374.78亿4国网英大17.6519.761.41311.08亿6浙江东方 19.8722.291.32208.68亿7瑞达期货24.7025.263.3896.66亿8中油资本25.4222.911.041065.73亿9南华期货 29.1929.203.22133.73亿10中粮资本43.1623.611.32285.71亿11永安期货44.9539.581.78227.65亿12海德股份 66.0338.782.41128.03亿 来源：金融界 渤海租赁股份有限公司的主营业务是飞机、集装箱及境内基础设施、高端设备、商业物业、新能源的租 赁服务与生产。公司的主要产品是飞机租赁、飞机销售、集装箱租赁、集装箱销售、经营租赁、融资租 赁、融资租赁咨询。 最新一期业 ...

Core Viewpoint - Bohai Leasing's stock closed at 3.48 yuan on July 31, down 3.87%, with a rolling PE ratio of 18.17 times and a total market value of 21.522 billion yuan [1] Company Summary - Bohai Leasing's main business includes leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and new energy [1] - The company's primary products consist of aircraft leasing, aircraft sales, container leasing, container sales, operating leasing, financing leasing, and financing leasing consulting [1] - In the latest quarterly report for Q1 2025, the company achieved operating revenue of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, a year-on-year increase of 72.21%, with a gross profit margin of 24.75% [1] Industry Summary - The average PE ratio for the diversified financial industry is 70.42 times, with a median of 30.39 times, placing Bohai Leasing in 9th position within the industry [2] - The industry average market value is 22.305 billion yuan, while the median market value is 18.257 billion yuan [2]

Group 1 - The core viewpoint of the news is that Bohai Leasing's stock price has shown a slight increase, but its price-to-earnings (PE) ratio has reached a new low compared to the past 106 days, indicating potential undervaluation in the context of the multi-financial industry [1] - As of July 18, Bohai Leasing's closing price was 3.65 yuan, with a PE ratio of 19.06 times, significantly lower than the industry average of 43.72 times and the median of 31.74 times, ranking 9th in the industry [1][2] - The company's total market capitalization is 22.574 billion yuan, and it experienced a net inflow of 43.47 million yuan in main funds on July 18, although it has seen an overall outflow of 14.04 million yuan over the past five days [1] Group 2 - Bohai Leasing's main business includes leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and renewable energy [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, up 72.21%, with a gross profit margin of 24.75% [1]

Group 1 - The core viewpoint of the news is that Bohai Leasing's stock price has decreased, and its valuation metrics indicate it is underperforming compared to its industry peers [1] - As of July 14, Bohai Leasing's closing price was 3.51 yuan, down 3.31%, with a rolling PE ratio of 18.32 times and a total market capitalization of 21.708 billion yuan [1] - In the multi-financial industry, the average PE ratio is 72.41 times, and the median is 33.31 times, placing Bohai Leasing in 9th position among its peers [1] Group 2 - On July 14, Bohai Leasing experienced a net outflow of main funds amounting to 66.6869 million yuan, with a total outflow of 9.4593 million yuan over the past five days [1] - The company's main business includes leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and new energy [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, a year-on-year increase of 72.21%, with a gross profit margin of 24.75% [1]

Core Viewpoint - Bohai Leasing's stock closed at 3.45 yuan, up 1.77%, with a rolling PE ratio of 18.01, marking a new low in 84 days, and a total market capitalization of 21.337 billion yuan [1] Company Summary - Bohai Leasing's main business includes leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and new energy [1] - The company's primary products consist of aircraft leasing, aircraft sales, container leasing, container sales, operating leasing, financing leasing, and financing leasing consulting [1] - For Q1 2025, the company reported operating revenue of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, up 72.21%, with a gross profit margin of 24.75% [1] Industry Summary - The average PE ratio for the multi-financial industry is 73.98, with a median of 27.79, placing Bohai Leasing in 9th position within the industry [2] - As of Q1 2025, 19 institutions hold shares in Bohai Leasing, including 12 funds and 7 other entities, with a total shareholding of 3.07232 billion shares valued at 10.231 billion yuan [1]

Core Viewpoint - Bohai Leasing's stock closed at 3.34 yuan on June 26, with a decline of 1.47%, and a rolling PE ratio of 17.44 times, indicating a significant undervaluation compared to the industry average [1] Company Summary - Bohai Leasing's main business includes leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and renewable energy [1] - The company's primary products consist of aircraft leasing, aircraft sales, container leasing, container sales, operating leasing, financing leasing, and financing leasing consulting [1] - For Q1 2025, Bohai Leasing reported an operating income of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, up 72.21%, with a gross profit margin of 24.75% [1] Industry Summary - The average PE ratio for the diversified financial industry is 72.83 times, with a median of 28.94 times, positioning Bohai Leasing at the 9th rank within the industry [2] - The total market capitalization of Bohai Leasing is 20.656 billion yuan [2] - The main capital flow on June 26 showed a net outflow of 44.1517 million yuan, while the overall trend over the past five days indicated a net inflow of 1.49 million yuan [1]

Company Overview - Bohai Leasing's closing price on June 19 was 3.13 yuan, down 1.88%, with a rolling PE ratio of 16.34 times and a total market capitalization of 19.358 billion yuan [1] - The company ranks 9th in the diversified financial industry, which has an average PE ratio of 61.75 times and a median of 26.44 times [1] Shareholder Information - As of March 31, 2025, Bohai Leasing had 133,937 shareholders, a decrease of 13,386 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Business Operations - Bohai Leasing specializes in leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and new energy [1] - The main products include aircraft leasing, aircraft sales, container leasing, container sales, operating leasing, financing leasing, and financing leasing consulting [1] Financial Performance - In the first quarter of 2025, the company reported operating revenue of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, up 72.21%, with a gross profit margin of 24.75% [1]