德邦证券：船舶行业正迎来“迟到”的供给侧改革“红利” 建议关注中船防务(600685.SH)等

智通财经2022-07-27

智通财经APP获悉，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，行业长期盈利中枢有望持续上行，龙头公司有望持续受益。推荐中国船舶(600150.SH)、亚星锚链(601890.SH)，关注中国重工(601989....

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