研报掘金丨浙商证券：维持中船防务“买入”评级，船价有望持续上行

格隆汇09-09

浙商证券研报指出，中船防务业绩符合预期，2026H1归母净利润同比增长59%，手持订单饱满。公司聚焦年度目标任务，深化精益管理，船舶产品收入及生产效率稳步提升，产品毛利同比增加；公司联营企业业绩向好，参股公司分红水平有所提升，确认投资收益同比大幅增加。2026年上半年新接订单201.65亿元，同比增长30.11%，完成年度计划122.8%，共承接8型55艘造船订单，主要为集装箱船等。公司手持订单...

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