智通财经APP获悉，中银航空租赁(02588)午后涨近5%，高见78.85港元，创上市新高。截至发稿，涨4.39%，报78.55港元，成交额8875.14万港元。
平安证券香港发布研报称，当前飞机租赁行业景气度依旧上行。受全球新造飞机供应链紧张、熟练工人不足、原材料供给受阻等因素影响，飞机制造商产能持续受限，而飞机需求则维持旺盛，飞机供需态势持续趋紧的情况下，飞机价值和租金持续上行，而头部飞机租赁商飞机交付相对稳健，将在飞机租赁景气上行周期中受益。
西部证券则表示，作为航空租赁龙头，公司或将双重受益于航空产业景气度上行与美联储降息周期，一方面中银航空租赁拥有在列飞机483架，在全球飞机租赁公司中排名第五，航空景气上行下将持续受益于全球航空公司客户群带来的收入增量，另一方面随着美联储降息持续推进，公司以美元计价的资金成本有望下行，息差有望扩大，实现双β共振。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.