港股异动 | 中船防务(00317)盘中涨超7% 月内累涨近35% 机构认为船舶行业供给端将长期趋紧

智通财经2022-07-28

智通财经APP获悉，中船防务(00317)盘中再涨超7%，月内累涨近35%。截至发稿，涨5.03%，报7.93港元，成交额8650.05万港元。消息面上，德邦证券发布研究报告称，市场普遍担心船舶制造行业需求端虽持续向好，但存在大量周期底部暂时休眠的船厂产能，将压制行业中长期盈利中枢、以及本轮复苏周期的长度。但该行认为，本轮周期船舶行业供给端将长期趋紧，错位的供给侧改革红利正持续释放，行业长期盈利...

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