飞机租赁专题：全球航空业复苏拨云见日，“冠上明珠”迎闪耀之时-20240111-西南证券-35页_1mb
报告摘要
- Global aviation industry is recovering, with increased aircraft demand due to post-pandemic growth, particularly in Asia-Pacific regions like India and China.
- Airlines face financial challenges from past losses, preferring leasing to purchasing aircraft for better cash flow, while manufacturer delivery constraints support leasing opportunities.
- Asia-Pacific is key for future aircraft demand, with countries showing higher growth rates.
- China's aircraft leasing companies rank high globally, with several in the top 30 by fleet size and assets, leveraging strong capital backings.
- Recommended stocks include 中银航空租赁, 中国飞机租赁, and 国银金租 for investment opportunities.
- Risks involve economic recovery lags, supply chain issues, and interest rate fluctuations.
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