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惠譽:飛機租賃公司或受惠於內地放寬旅遊限制
阿思達克 11-21 10:05
評級機構惠譽表示,內地近期放寬跨境旅行限制的舉措,及先前亞太多國取消旅行限制有利於亞太區跨境航班的復甦,而在該地區業務敞口比例較高的中國及亞太飛機租賃公司或可從中受益。 儘管如此,惠譽預計中國的境內和國際航空客運量仍將持續波動,至少在2023年末前仍將遠低於疫情前水平,原因在於中國疫情相關防控措施能否持續放寬的不確定性仍然很高,而且目前國內外經濟均面臨較大挑戰。 惠譽授評的飛機租賃公司,尤其是中資租賃公司或依然能夠受益於旅行規定的放寬。大部分惠譽授評的飛機租賃公司對中國航空公司的敞口較大,而這些航企在疫情期間遭受了重大財務損失。惠譽預計多數中資租賃公司的融資和流動性狀況將繼續獲益於股東支持,這有助緩解其影響,並相信隨著中國的航空運輸逐步復甦,境內飛機租賃業務的資產質量指標和業務增速亦將逐步改善。
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