港股异动|中船防务涨近4%南北船唯一A+H上市平台价值有望重估
格隆汇7月15日丨中船防务(00317.HK)涨近4%,报7.49港元,成交380万港元,H股总市值106亿港元。中船防务(600685.SH)亦涨4.32%。中金公司上周五发布研报指出,根据现有资产重组方案,中船防务将成为动力资产上市平台。按当前方案,公司将成为中船集团动力资产上市平台,资产盈利能力将显著提升。南北船重组后,中船防务作为集团唯一A+H上市平台,预期也将担当重任,其平台定位存在更多想象空间。维持盈利预测不变。维持中船防务(600685.SH)目标价21元,以及中船防务(00317.HK)10港元,潜在涨幅分别为29%和36%,维持“跑赢行业”评级不变。
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