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研報掘金丨誠通證券:維持中國船舶“強烈推薦”評級,看好重組後協同增效
格隆匯 02-19 14:44

誠通證券研報指出,中國船舶(600150.SH)合併中國重工交易方案通過股東大會,看好重組後協同增效。中國船舶與中國重工合計手持訂單約2,049.1萬CGT,合計國內份額約22.87%,居全國船企首位。判斷2025-2028年將是中國船舶集團資產及業務整合大年,以滬東中華爲代表的優質資產有望注入中國船舶,進而塑造“產能整合、分工協同、集中研發、統一營銷”的集團化運營體系、建設中國乃至全球規模最大的旗艦型船舶製造企業。考慮到本輪船舶行業週期還在上行早期階段,存量船隊老齡化程度仍在高位,綠色船型發展趨勢確定,維持“強烈推薦”評級。

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