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A股異動 | 船舶製造板塊集體上升 機構稱高船價訂單有望在23下半年兑現利潤
格隆匯3月6日丨船舶製造板塊集體上升,中船科技升停,中船防務升5%,中國海防、中科海迅升3%,中國船舶升2%。中航證券發研報稱,2023年有望成為船海領域全面突破的一年,在領域方向、船舶類型和利潤確認進度上均有望獲得歷史性機遇。在軍用、民用需求的共同作用下,2023年間水下、海底有望成為重要佈局方向。此前高船價訂單預計會在2023年開始逐步被船廠建造完成。該行認為,2023年的船、海領域可能會出現3大重點發展領域及發展特點,分別體現在方向上由水面至水下、類型上高附加值船型繼續豐富品類與節奏上高船價訂單有望在2023下半年兑現利潤。

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