天海防務(300008.SZ):目前在手訂單的船台計劃已排至2027年
格隆匯3月8日丨天海防務(300008.SZ)近日在接待機構投資者調研時表示,目前公司的在手訂單的船台計劃已排至2027年。從結構佔比來看,海工船訂單(包括海上風電安裝平台、打樁船、起重船等)與運輸船訂單佔比約在3:7。目前公司大部分的海上風電安裝船訂單在2022年承接,2023年起海上風電安裝平台的訂單數量有所下降,多用途船、散貨船及小型集裝箱船的訂單增加,所以現在公司承接的運輸船的佔比較高。
由於公司是民營船廠,規模存在一定限制,能承接的幹散貨船基本在4萬噸以下,能承接的集裝箱船基本在1000箱左右。從接單趨勢來看,新接訂單中主要包括支線集裝箱船及小型散貨船。
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