研報掘金丨華泰證券:維持中國船舶“買入”評級,南北兩船整合重組高效順利推進
華泰證券研報指出,證監會日前發佈《關於同意中國船舶工業股份有限公司吸收合併中國船舶重工股份有限公司註冊的批覆》,同意中國船舶以新增30.53億股股份吸收合併中國重工的註冊申請。南北兩船整合重組高效順利推進,落地後有望深度協同中國船舶與中國重工在船舶製造方面的科研技術、生產製造和供應鏈資源,打造具備更強競爭力的世界一流船企,助力在手訂單高效交付,支撐業績持續兌現。維持“買入”評級。
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