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船舶製造板塊走高 中國船舶漲近9% 新船需求顯著回彈
格隆匯9月9日丨船舶製造板塊走高,中國船舶盤中拉昇衝擊漲停,現漲近9%,股價創逾2年新高,8月以來累計漲幅超90%;亞星錨鏈拉昇封板,江龍船艇、中船科技、中船防務等漲幅居前。今年以來,新船需求顯著回彈。中信建投表示,當前船舶價格處於低位,疊加上游鋼材價格上漲,擠壓船舶企業盈利。但從長週期來講,未來10年訂單持續上漲趨勢確定,相較2008年金融週期時的造船情況,此輪上行週期增長節奏更為持續穩健,建議關注長週期的投資機會。

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