《大行》中银国际:中银航空租赁(02588.HK)今年盈利增长或逊预期 目标价降至83.84元

阿斯达克财经
May 30, 2025

中银国际发表研究报告指,中银航空租赁(02588.HK) 首季业务保持稳定增长,期内达成16项租赁协议,交付共11架飞机,对比上季为28项及13架。然而中银国际预期,美国关税政策的不确定性将对全球经济及航空业产生负面影响,由于一架飞机是由许多组件组成,且每个组件由不同地区的不同供应商生产,在贸易战阴霾下供应链需时回稳,同时美联储对货币政策仍持审慎态度,因此今年债务成本可能高于预期。相应地该行将...

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