《大行》华泰证券降中银航空租赁(02588.HK)目标价至78元 飞机交付有挑战

阿斯达克财经
Jan 13, 2025

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...

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