异动解读 | 船舶订单不及预期,扬子江船业盘中大跌5.14%

异动解读
May 23

新加坡上市公司扬子江船业(Yangzijiang Shipbuilding,BS6.SI)今日盘中大跌5.14%,引发市场关注。截至上午11时24分,该公司股价报2.03新元。

股价下跌主要源于公司船舶订单不及预期。扬子江船业首席执行官任乐天表示,由于美国政策以及全球关税措施的影响,客户正采取观望态度,推迟订单决策。这一情况直接影响了公司的新订单获取,进而引发投资者对公司未来业绩的担忧。

尽管如此,任乐天强调,公司目前的船舶交付进展仍然顺利,没有出现订单延迟或取消的情况。截至目前,扬子江船业已完成全年交付目标的38%,即在56艘目标中已交付21艘。公司预计仍能达成2025财年的交付目标。这一消息在一定程度上缓解了市场的忧虑,但投资者仍对公司的长期订单前景保持谨慎态度。

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