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。
相应地该行将中银航空租赁2025年每股核心盈利预测下调17.1%，虽然预计公司今年仍将实现盈利增长，但增幅或低于该行预期，维持“买入”评级，目标价从85.32元下调至83.84元，相当于预测今年市账率1.1倍。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-29 16:25。)
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