中银航空租赁（BOCA）24 年归母净利润9.2 亿美元（同比+21%），好于我们预计的7.5 亿美元，主要由于下半年与滞俄飞机有关的1.15 亿保险赔偿拉高了利润。剔除涉俄因素后的核心净利润为6.3 亿美元。净租赁收益率（NLY）同比提升10bps 至7.2%，主因经营租赁业务的资金成本逐渐下降。预计未来飞机供不应求仍将带动飞机价值和租金提升，并利好公司租赁收入和飞机处置收入。上游飞机制造商的...
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