智通财经APP获悉，中银航空租赁(02588)午后跌近5%，截至发稿，跌4.76%，报58港元，成交额3270.37万港元。
消息面上，中银航空租赁披露了24年第四季度运营数据。期内公司共执行77项交易，包括交付13架飞机，承诺购买14架飞机，承诺购买4台发动机，签署28项租赁承诺，出售8架自有飞机。2024年全年交付飞机38架，未达成中期业绩时55架的全年交付目标。
华泰证券指出，上游飞机制造商产能不足拖累飞机交付，24年第四季度飞机交付数量13架，同比减少26架；季度末公司自有飞机数量环比小幅增加5架至435架；公司尝试发动机业务，24年四季度末自有10台发动机，我们认为有望弥补飞机产能不足导致的资本开支缺口。另外美联储降息放缓可能导致公司资金成本面临压力。
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