天海防務(300008.SZ):目前在手訂單主要分佈在運輸船、海工船這兩類
格隆匯7月11日丨天海防務(300008.SZ)近期在接待機構調研時表示,公司曾交付過巴基斯坦的海軍測量船,有相應的設計及建造能力,但綜合體制及本身船台情況的因素,涉及核心防務領域船舶的訂單不多。目前在手訂單主要分佈在運輸船、海工船這兩類:海洋工程船主要累積了前期所接風電類大噸位的船舶,其體量約佔50%。在運輸類船中,今年所接較多的是多用途船、節能型靈便型散貨船及支線集裝箱船,我們在手的有一些系列船訂單,如批量1000箱左右的支線集裝箱船,以及批量5200/5900噸節能型多用途船,主要在歐洲投入使用,屬於我們增長較快的船型。
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