每经AI快讯，2月24日，渤海租赁(000415.SZ)公告称，公司控股子公司Avolon Holdings Limited下属子公 司及相关主体已与ACG Aircraft Leasing Ireland Limited签署相关协议，出售24架附带租约的飞机租赁资 产，市场价格约为15.89亿美元（折合人民币约110.61亿元），实际出售价格在此基础上由双方协商确 定。 ...

Core Viewpoint - Avolon Holdings Limited, a subsidiary of Bohai Leasing, has disclosed its 2025 annual financial performance, showing significant growth in revenue and net profit, while also highlighting its operational achievements and future plans for shareholder value enhancement [2][3][6]. Financial Performance - Avolon's total assets as of December 31, 2025, amounted to $34.418 billion, a 2% increase from the end of 2024 [5] - The net profit for 2025 reached $591 million, representing a 29% increase year-on-year, excluding the impact of a settlement related to Russian aircraft insurance [6] - Total revenue for 2025 was $3 billion, also reflecting a 7% increase from the previous year, after adjusting for the aforementioned settlement [6] - Avolon achieved a net cash flow from operating activities of $2.144 billion, up 7% compared to the previous year [6] - The company plans to distribute a cash dividend of $151 million for the second half of 2025, totaling $297 million for the fiscal year [6] Operational Highlights - In 2025, Avolon received 168 aircraft, including 106 from Castlelake Aviation Limited, and completed the sale of 95 aircraft [8] - The company secured lease agreements for 59 new technology aircraft during the year [9] - Avolon successfully raised $6.6 billion in unsecured debt financing throughout 2025 [10] - As of December 31, 2025, Avolon managed a fleet of 1,132 aircraft, serving 139 airline customers across 61 countries [10] Credit Ratings - In May 2025, Fitch upgraded Avolon's issuer rating from "BBB-" to "BBB," while Moody's raised it from "Baa3" to "Baa2," both with stable outlooks [7] - Standard & Poor's revised Avolon's issuer rating outlook to "positive" [7] Shareholder Value Initiatives - Avolon plans to repurchase $600 million of its shares in the first quarter of 2026, with the company expected to receive approximately $420 million from this buyback [7]

Core Viewpoint - Bohai Leasing (000415.SZ) reported significant growth in its financial metrics for Avolon, indicating a positive outlook for the company's performance through 2025 [1] Financial Performance - As of December 31, 2025, Avolon's total assets are $34.418 billion, reflecting a 2% increase from the end of 2024 [1] - Avolon's net assets are $8.712 billion, also showing a 2% growth compared to the end of 2024 [1] - For the fiscal year 2025, Avolon achieved leasing revenue of $2.751 billion, which is a 7% increase year-over-year [1] - Total revenue reached $3.000 billion, marking a 7% increase from the previous year, excluding the impact of Russian aircraft insurance and settlement [1] - The net cash flow from operating activities was $2.144 billion, up 7% from the same period last year [1] - Avolon reported a net profit of $591 million, representing a substantial 29% increase year-over-year, excluding the effects of Russian aircraft insurance and settlement [1]

Core Viewpoint - Bohai Leasing (000415.SZ) reported significant growth in its financial metrics for Avolon, indicating a positive outlook for the company's performance through 2025 [1] Financial Performance - As of December 31, 2025, Avolon's total assets are projected to be $34.418 billion, reflecting a 2% increase from the end of 2024 [1] - Avolon's net assets are expected to reach $8.712 billion, also a 2% increase compared to the end of 2024 [1] - For the fiscal year 2025, Avolon is anticipated to generate leasing revenue of $2.751 billion, marking a 7% increase year-over-year [1] - Total revenue is projected to be $3.000 billion, which is a 7% increase from the previous year, excluding the impact of Russian aircraft insurance and settlement [1] - The net cash flow from operating activities is expected to be $2.144 billion, up 7% from the same period last year [1] - Avolon's net profit is forecasted to be $591 million, representing a substantial 29% increase year-over-year, excluding the effects of Russian aircraft insurance and settlement [1]

证券代码：000415 证券简称：渤海租赁 公告编号：2026-004 渤海租赁股份有限公司 关于控股子公司 Avolon Holdings Limited 2025 年年度业绩的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 本公告中渤海租赁股份有限公司（以下简称"公司"或"渤海租赁"）控股子公 司 Avolon Holdings Limited（以下简称"Avolon"）2025 年年度主要财务数据系 Avolon 按照美国通用会计准则（US GAAP）编制，已经审计。公司将按照中国 会计准则对 Avolon 财务数据进行转换和调整后纳入公司合并财务报表，该等财 务数据与按照中国会计准则进行转换和调整后的财务数据可能因会计准则转换 存在一定差异。同时，Avolon 仅为公司主要子公司之一，Avolon 的财务数据及 变动情况亦不能完全反映或代表公司 2025 年年度合并财务报表数据及其变动情 况。公司已于 2026 年 1 月 22 日披露了《2025 年度业绩预告》（公告编号：2026-002）， 公司 2025 年年度合并 ...

渤海租赁股份有限公司 章 程 （经 2025 年 12 月 29 日召开的 2025 年第六次临时股东会审议通过） 1 | 第二章 | 经营宗旨和范围 | 5 | | --- | --- | --- | | 第三章 | 股份 | 5 | | 第四章 | 股东和股东会 | 9 | | 第五章 | 董事和董事会 | 32 | | 第六章 | 高级管理人员 | 48 | | 第七章 | 财务会计制度、利润分配和审计 52 | | | 第八章 | | | | | 通知和公告 | 58 | | 第九章 | 合并、分立、增资、减资、解散和清算 59 | | | 第十章 | 修改章程 | 65 | | 第十一章 | 附则 | 65 | 第一章 总则 第一条 为维护渤海租赁股份有限公司（以下简称"公司"）、 股东、职工和债权人的合法权益，规范公司的组织和行为，根据《中 华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国 证券法》（以下简称《证券法》）、《上市公司章程指引》（2025 年修订）和其他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限 公司。 公司经新疆维吾尔自治区人民政府 ...

证券代码：000415 证券简称：渤海租赁 公告编号：2026-003 渤海租赁股份有限公司 关于完成工商变更登记及《公司章程》备案的公告 公司于 2025 年 12 月 30 日召开 2025 年第十一次临时董事会审议通过《关于 选举公司第十一届董事会董事长的议案》，选举刘璐先生担任公司第十一届董事 会董事长，任期至公司第十一届董事会届满之日止。具体内容详见 2026 年 1 月 5 日公司刊登在《证券时报》《上海证券报》及巨潮资讯网（http://www.cninfo.com.cn） 的《2025 年第十一次临时董事会决议公告》（公告编号：2025-108)。 一、工商变更登记 根据上述会议决议，公司现已办理完成工商变更登记及《公司章程》备案手 续，并领取了乌鲁木齐市市场监督管理局换发的《营业执照》，具体登记信息如 下： 公司名称：渤海租赁股份有限公司 统一社会信用代码：916500002285973682 类型：其他股份有限公司（上市） 住所：新疆乌鲁木齐市沙依巴克区黄河路 93 号 法定代表人：刘璐 注册资本：6,184,521,282 元整 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， ...

Group 1 - The diversified financial sector increased by 0.77% on February 4, with Bohai Leasing leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the diversified financial sector showed various performance metrics, with Bohai Leasing closing at 4.61, up 4.54%, and trading volume of 1.08 million shares [1] Group 2 - The diversified financial sector experienced a net outflow of 203 million yuan from institutional investors, while retail investors saw a net inflow of 188 million yuan [2] - The stock performance of individual companies varied, with ST Rendo showing a decline of 5.01% and closing at 9.48 [2] - The trading volume and turnover for key stocks in the sector were significant, with Jiuding Investment recording a turnover of 679 million yuan [2] Group 3 - The net inflow from retail investors was 188 million yuan, while the net inflow from speculative funds was 14.44 million yuan [3] - Key stocks like Shaanxi Guotou A and Jiuding Investment had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - Bohai Leasing had a net inflow of 247.89 million yuan from institutional investors, while experiencing a net outflow from retail investors [3]

Core Viewpoint - The diversified financial sector experienced a slight increase of 0.42% on January 29, with Jiangsu Jinzu leading the gains. The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1]. Group 1: Stock Performance - Jiangsu Jinzu (600901) closed at 6.34, up 2.26%, with a trading volume of 455,400 shares and a transaction value of 287 million yuan [1]. - Zhongyou Capital (000617) closed at 9.19, up 2.11%, with a trading volume of 1,092,200 shares and a transaction value of 25.66 million yuan [1]. - Bohai Leasing (000415) closed at 4.57, up 1.56%, with a trading volume of 965,700 shares and a transaction value of 441 million yuan [1]. - Other notable stocks include Lakala (300773) at 27.46, up 1.52%, and Yuexiu Capital (000987) at 10.50, up 0.96% [1]. Group 2: Capital Flow - The diversified financial sector saw a net outflow of 129 million yuan from institutional investors, while retail investors had a net inflow of 183 million yuan [2]. - Major stocks like Zhongyou Capital experienced a net inflow of 65.69 million yuan from institutional investors, while retail investors had a net outflow of 78.99 million yuan [3]. - Bohai Leasing had a net inflow of 51.87 million yuan from institutional investors, with retail investors also showing a net outflow of 28.71 million yuan [3].

Core Viewpoint - Bohai Leasing is expected to report a significant divergence in its 2025 performance, with a projected net profit loss of 250 million to 500 million yuan, primarily due to a one-time goodwill impairment. However, excluding the impact of a 3.289 billion yuan goodwill impairment in the first half of the year, the net profit attributable to shareholders is estimated to be around 2.8 billion to 3.05 billion yuan, reflecting a substantial year-on-year increase of 210% to 237% [1] Group 1 - The core driving factors for the expected profit increase include strong global air passenger demand and limited production capacity from aircraft manufacturers, which have kept aircraft leasing rates and renewal rates at high levels [1] - Accelerated aircraft sales are also contributing positively to the company's performance [1] - A debt restructuring gain is anticipated to be confirmed in Q4 2025, further supporting the financial outlook [1] Group 2 - Looking ahead to 2026, the removal of impairment disturbances, combined with expectations of interest rate cuts by the Federal Reserve leading to lower financing costs, and the delivery of high-margin aircraft, is expected to result in a substantial reversal in the company's performance [1] - The strategic transformation focusing on aircraft leasing is expected to yield further positive results [1] - The company is assigned a valuation of 1x PB for 2026, corresponding to a reasonable value of 5.26 yuan per share, with a "Buy" rating [1]