Bohai Leasing Co Ltd

Bohai Leasing announced on the evening of September 28 that its controlling subsidiary Avolon's sub-subsidiaries and related entities signed an aircraft sale and purchase agreement and a beneficial interest transfer agreement with LAC Ireland 1 in Ireland on September 28, selling 33 aircraft leasing assets with attached leases. The market price of these assets is approximately 1.609 billion US dollars, equivalent to about 10.924 billion yuan, and the actual sale price will be determined by both parties through negotiation on this basis. The transaction methods include direct sale of aircraft leasing assets by Avolon's sub-subsidiaries, sale through entrusted trust institutions, or sale of beneficial interests in aircraft leasing assets. The counterparty is a non-related third party, so this does not constitute a related-party transaction. Bohai Leasing stated that this transaction is conducive to optimizing the aircraft asset structure, maintaining a young leasing fleet, and will have a positive impact on the company's current and future annual profits.

Bohai Leasing released its 2026 interim report, with net profit attributable to the parent company of 3.204 billion yuan, an increase of 5.223 billion yuan compared with the same period last year, achieving a turnaround from losses to profits. The company's total operating revenue was 23.663 billion yuan, and net cash inflow from operating activities was 8.686 billion yuan. The latest asset-liability ratio was 80.24 percent, down 3.75 percentage points from the same period last year; gross margin was 33.61 percent, up 5.38 percentage points year-on-year; ROE was 10.27 percent, up 17.35 percentage points year-on-year. Diluted earnings per share were 0.52 yuan, an increase of 0.85 yuan year-on-year.

On the evening of August 7, multiple A-share listed companies disclosed shareholding increase and buyback plans. Joulwatt's actual controller, Lyu Hanquan, and his controlled enterprises plan to increase their holdings by a total of no less than 12 million yuan and no more than 24 million yuan within six months starting from August 10, 2026. Suda Co.'s CFO and board secretary, Xie Lizhi, increased his holdings by 6,500 shares on August 6, with an amount of 179,400 yuan. China State Construction's controlling shareholder, China State Construction Engineering Corporation, received a loan commitment letter of no more than 900 million yuan from the Beijing branch of Industrial and Commercial Bank of China, specifically for the previously disclosed 500 million to 1 billion yuan shareholding increase plan. Bohai Leasing plans to buy back 200 million yuan worth of shares at a price not exceeding 6.48 yuan per share, and has received a 150 million yuan special loan commitment from the Urumqi branch of China Everbright Bank. Bright Power Semiconductor plans to buy back 60 million to 120 million yuan worth of shares at a price not exceeding 239.71 yuan per share, and has received a loan commitment letter from the Shanghai branch of China CITIC Bank. The repurchased shares will be used to maintain company value and shareholder interests.

Bohai Leasing announced that the company plans to use its own funds and a special stock buyback loan to repurchase a portion of its A-shares through centralized competitive trading. The buyback amount is 200 million yuan, with a maximum repurchase price of 6.48 yuan per share. The repurchased shares will be used entirely to safeguard company value and shareholder interests, and will all be available for sale. The buyback period is within three months from the date of board approval.