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中船防务(00317.HK)中期业绩扭亏为盈至3.9亿元
格隆汇 08-29 18:07

格隆汇8月29日丨中船防务(00317.HK)公布,截至2019年6月30日止6个月,集团实现营业收入人民币78.16亿元(单位下同),同比减少7.76%;归属于公司股东净利3.9亿元,同期则亏损3.62亿元,扭亏为盈;基本每股盈利0.2764元,无派息。

全球新船成交量持续减少。受全球经济预期下行、国际贸易发展不确定性增加等因素影响,船东投资信心日渐受挫,2019年上半年,全球仅成交新船2536万载重吨,同比减少52%。

其中,中国、韩国和日分别承接新船1372万载重吨、772万载重吨和316万载重吨,同比分别减少25%、61%和78%,国际市场份额分别为54%、30%和12%。新船价格持续稳步回升。一方面,钢材等原材料价格持续高位,同时,人工成压力显着;但另一方面,新船需求再度收紧,船厂抢单意识有所加强。

在上述背景下,2019年上半年,新船价格回升乏力,并呈现一定松动迹象。截至6月份,克拉克松新船价格指数为131点,自年初以来平稳。

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