港股异动 | 中船防务(00317)早盘涨超4% 造船需求二次加速有望激发估值中枢抬升

智通财经01-08

智通财经APP获悉，中船防务(00317)早盘涨超4%，截至发稿，涨4.59%，报14.59港元，成交额4276.23万港元。广发证券发布研报称，2021-2024年的造船市场以集装箱叠加LNG船为核心驱动力，25年造船市场在美国301冲击下回落。我们认为26年开始船舶需求市场进入2.0阶段。2026年的造船行情有望类比2019年的工程机械，需求的二次加速有望激发估值中枢抬升。申万宏源此前指出，...

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