大連重工(002204.SZ):目前限制國內曲軸擴產能的主要因素是市場形勢
格隆匯10月13日丨大連重工(002204.SZ)接受特定對象調研時表示,目前限制國內曲軸擴產能的主要因素是市場形勢。曲軸市場完全依託新造船市場,而造船市場又依託航運市場。目前,造船市場較往年大幅增長,國內短期的產能不足問題尚可化解,基本可以滿足眼下的造船形勢。但國內曲軸產能是否擴充,還需考慮航運市場是否持續堅挺等因素。若市場形勢走低,新投入能否得到回報都存在不確定性,所以市場因素成為擴大投入需慎重考慮的重要因素。
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