中船防务午后涨逾5% 机构指周期景气上行船厂盈利能力改善

新浪港股05-11

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　中船防务（00317）盘中涨超6%，截至发稿，股价上涨4.93%，现报16.38港元，成交额6774.94万港元。　　5月9日，工信部发布的数据显示，2026年一季度，中国造船完工量、新接订单量、手持订单量三大核心指标全球领先，造船效率、全产业链能力、绿色转型均取得显著成效。截至3月底，中国造船手持订单量达32230万...

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Institutions pointed to upward cyclical prosperity and improved profitability of shipyards","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600685":1.5,"00317":1.5},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　中船防务（00317）盘中涨超6%，截至发稿，股价上涨4.93%，现报16.38港元，成交额6774.94万港元。\n　　5月9日，工信部发布的数据显示，2026年一季度，中国造船完工量、新接订单量、手持订单量三大核心指标全球领先，造船效率、全产业链能力、绿色转型均取得显著成效。截至3月底，中国造船手持订单量达32230万载重吨，同比增长43.6%，占全球市场份额高达69.8%。目前，部分大型船厂的生产订单已排期至三年以后。\n　　值得注意的是，中船防务一季度归母净利润同比增长115%。业绩显著增长主要系主建船型建造周期进一步压降，产品毛利同比增加；联营企业经营业绩显著提升，公司确认投资收益同比大幅增加。浙商证券指出，周期景气上行，多船型下单需求上行，船厂盈利能力改善。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2634471045","isCrawlerRequest":true}