研報掘金丨申萬宏源研究:維持中國船舶“買入”評級,重組獲上交所審覈通過
申萬宏源研究指出,中國船舶日前披露公告,公司吸收合併中國重工這一重大資產重組事項獲上海證券交易所併購重組審覈委員會審議通過。合併後產能可達全球產能的18-33%,合併後市值區間爲2504-4110億元。6月船價已現企穩跡象,新船訂單量環比回升。訂單量視角,6月全球新簽訂單載重噸口徑環比上升180%,金額口徑環比上升39%。6月中國新簽訂單量保持全球首位水平,載重噸全球佔比70%,金額口徑全球佔比61%。後續船價與訂單量有望進一步回升,重新進入上行通道。PO處於歷史低位區間,維持盈利預測,維持“買入”評級。
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