华泰证券发表报告指出，中银航空租赁(02588.HK) 日前披露去年第四季营运数据，上游飞机制造商产能不足拖累飞机交付，上季飞机交付数量13架，按年减少26架，季度末公司自有飞机数量按季小幅上涨至435架，相对于第三季为430架。公司尝试发动机业务，上季末自有10台发动机，该行认为有望弥补飞机产能不足导致的资本开支缺口。另外美国联储局降息放缓，可能导致公司资金成本面临压力。该行预计公司去年全年核心ROE或与2023年大致持平。
该行考虑到中银航空租赁的负债端压力，下调对其2024至2026年归母净利润的预测至7.5亿、6.9亿及7.8亿美元，目标价由82元下调至78元，评级“买入”，认为其飞机交付有挑战。(jl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-10 16:25。)
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