研报掘金丨中信建投：中国船舶未来三年业绩增长可期，维持“买入”评级

格隆汇07-24

中信建投证券研报指出，中国船舶预计2026年上半年实现归母净利润92—110亿元，按吸收合并后的重述口径同比增长143.56%—191.21%；主营业务盈利改善更为明显。按一季度业绩倒算，2026Q2预计实现归母净利润43.68—61.68亿元，同比增长81.75%—156.66%，中值约52. 68亿元，环比增长约9.0%。报告期内，公司交付的民船数量、中高端船型占比及单船平均价格同比提高，...

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