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東莞證券:新一輪船舶週期啓動,船舶板塊業績逐步改善

東莞證券近日研報認爲,國際航運市場逐步回暖,新一輪船舶週期已經啓動,當前船舶板塊業績開始逐步改善,預計老舊能源船隻退役更換將進一步推升行業景氣度。建議重點關注中國船舶、中船防務、中國重工、亞星錨鏈。

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