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研報掘金丨中金:維持中國船舶“跑贏行業”評級,目標價47元
格隆匯 04-09 15:55
中金公司研報指出,中國船舶(600150.SH)2025Q1歸母淨利潤10-12億元,同比增長149.35%-199.21%;報吿期內交付的民品船舶價格同比提升,營業毛利同比增加;此外,聯營企業的經營業績亦同步改善,令公司業績實現“開門紅”。截至2025年3月31日,公司累計手持民品船舶訂單333艘/2563萬載重噸/2250億元,其中,集裝箱船、油輪、VLEC、汽車運輸船(PCTC)、多用途船、自卸船等細分船型訂單數量均居全球前列。同時,認為若訂單順利交付,將對公司未來業績產生積極影響。維持“跑贏行業”評級和47元目標價。
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