港股异动 | 中船防务(00317)现涨超6% 地缘政治博弈叠加船舶行业供给长期趋紧公司业务有望持续增长

智通财经2022-08-08

智通财经APP获悉，中船防务(00317)现涨超6%，截至发稿，涨6.45%，报7.59港元，成交额795.07万港元。消息面上，中航证券认为，对于地缘政治事件的关注，更应该重视其背后深刻机理，判断对军工行业的长期影响，坚定对武器装备建设的紧迫性、重要性的认识和信心。德邦证券此前表示，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...

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港股异动 | 中船防务(00317)现涨超6% 地缘政治博弈叠加船舶行业供给长期趋紧 公司业务有望持续增长

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港股异动 | 中船防务(00317)现涨超6% 地缘政治博弈叠加船舶行业供给长期趋紧公司业务有望持续增长