融资租赁收入持续增长，涨幅36%，达到1.30亿美元。继2024年机队新增25架融资租赁飞机后，公司在 上半年又增加5架，目前预计在2025年余期内再交付2架。 核心租赁租金贡献增长24%至3.42亿美元，利润率为32%，反映出总租赁收入表现改善。 得益于交付前付款融资的手续费大幅增长，其他利息及手续费收入增长80%至0.65 亿美元。公司近期宣 布与阿维安卡航空(Avianca)和海湾航空达成合共18架飞机的交易预计将持续推动手续费贡献提升。 中银航空租赁(02588)发布截至2025年6月30日止六个月业绩，经营收入及其他收入总额为12.42亿美元， 同比增长6%;净利润3.42亿美元，同比下降26%;基本每股收益0.49美元。 董事会批准派发中期股息每股0.1476美元，相当于税后净利润的30%，与往年派发中期股息占税后净利 润的比例一致，反映出公司现金流量与盈利能力持续强劲。该股息低于去年每股0.1988美元的中期股 息，后者受益于非经常性涉俄收回款项。 2025年上半年，各业务条线均实现改善。经营租赁收入增长至9.37亿美元，继续占据总收入的75%以 上。得益于飞机交付量提升以及飞机销售的时机及构成 ...

Group 1 - The board of directors of Hainan Airlines Holdings Co., Ltd. approved a guarantee for its subsidiary Yunnan Xiangpeng Airlines Co., Ltd. to provide a guarantee for a financing lease agreement involving two A321-271NX aircraft, with an estimated amount of approximately 1,042.10 million yuan [1][2] - The guarantee is related to a party controlled by the company's indirect controlling shareholder, HNA Aviation Group Co., Ltd., and was reviewed and approved by independent directors prior to the board meeting [2] - The board's voting results showed 5 votes in favor, 0 against, and 7 abstentions, with the matter needing to be submitted to the shareholders' meeting for approval [2] Group 2 - The board also approved the convening of the third extraordinary general meeting of shareholders for 2025, scheduled for September 3, 2025 [2] - The voting results for this resolution were unanimous, with 12 votes in favor and no votes against or abstentions [2]

Core Insights - The cross-border e-commerce import and export volume in Nansha is projected to reach approximately 40.5 billion yuan from January to June 2025, representing a year-on-year growth of 77% [1] Group 1: Development Initiatives - The Guangdong Provincial Department of Commerce is leading efforts to establish Nansha as a high-level open gateway for the Guangdong-Hong Kong-Macao Greater Bay Area [1] - Nansha is being developed into a "Five External Linkage" demonstration zone, enhancing its role in international trade [1] Group 2: Trade Chain Upgrades - The establishment of the Nansha National Import Trade Promotion Innovation Demonstration Zone aims to strengthen import platforms, including aircraft financing leasing [1] - Traditional industry bases, such as home appliances, are being recognized as provincial-level foreign trade transformation and upgrading bases [1] Group 3: Port Connectivity - The "Bay Area One Port Connection" initiative aims for seamless integration of 19 ports with Nansha, with a target of exceeding 20 million TEUs in container throughput by 2024, positioning Nansha among the top global single port areas [1] Group 4: Digital and Service Sector Development - The Guangdong Provincial Department of Commerce is fostering "digital + service" backbone enterprises in Nansha, covering cross-border e-commerce and financial services [1] - A global premium distribution center and digital trade service platform is being established to empower local service providers in international distribution, digital finance, and cross-border sales [1]