研報掘金丨浙商證券:中國船舶中報業績大增144%-171%超預期,維持“買入”評級
浙商證券研報指出,中國船舶(600150.SH)2024半年度業績預計同比大增144%-171%超預期,造船龍頭景氣上行,維持“買入”評級。單二季度預計實現歸母淨利潤9.49-10.99億元,同比2023Q2歸母淨利潤預計增加86%-115%。公司業績持續兑現,企業效益改善明顯,未來長期趨勢向好。公司有望優先受益於行業發展:1)新船訂單向大型化、高端化、雙燃料方向發展,公司建造大型船舶技術實力強,未來優質高價訂單競爭力強;2)行業集中度提升,下屬子公司造船完工量和新接訂單量位居行業前列,“馬太效應”明顯。
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