申万宏源：油运高景气度加速向造船传导关注船价回升后远期业绩修复机会

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智通财经APP获悉，申万宏源发布研报称，近期油运市场高景气度传导至造船，油轮已连续2个月成为造船新签订单主力，带动造船市场整体景气度回升。二手船价已连续13个月上行，部分船型二手船价超越新造船价，资产价格期现呈BACK结构。该行表示，造船标的普遍处于低估值水位，关注船价回升后远期业绩修复机会。申万宏源主要观点如下：事件一：油运市场高景气度传导至造船，油轮成为新签订单主力油运自身供需紧张持续，叠加...

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申万宏源：油运高景气度加速向造船传导 关注船价回升后远期业绩修复机会

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申万宏源：油运高景气度加速向造船传导关注船价回升后远期业绩修复机会