远东宏信金融为“盾”、产业为“矛”的综合集团

西部证券
Nov 12, 2025

核心结论核心结论:远东宏信有限公司于2011年在香港联合交易所挂牌上市,作为我国首家上市的融资租赁公司,逐步发展为金融为“盾”、产业为“矛”的综合性集团。旗下子公司宏信建发于2023年在港交所成功上市,是中国规模最大的设备运营服务提供商。我们看好远东宏信作为融资租赁龙头,租赁投放额的稳定性及负债端成本率下降的确定性,同时看好出海战略下公司产业运营分部的净利润扩张,首次覆盖,给予“增持”评级。...

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