【5 月 20 日,中船防务董事、总经理陈利平在中船集团控股上市公司 2024 年度集体业绩会上称】从短期看,美国 301 条款贸易调查的最终裁决措施会对全球船东订单决策有阶段性影响,不过经综合评估,实际冲击强度较此前市场预期相对温和。从中长期来看,自 2021 年启动的全球造船业景气周期有坚实基本面支撑,核心驱动因素有全球船厂产能持续紧平衡、存量船队周期性更新需求释放、国际海事组织框架下全球...
Source Link【5 月 20 日,中船防务董事、总经理陈利平在中船集团控股上市公司 2024 年度集体业绩会上称】从短期看,美国 301 条款贸易调查的最终裁决措施会对全球船东订单决策有阶段性影响,不过经综合评估,实际冲击强度较此前市场预期相对温和。从中长期来看,自 2021 年启动的全球造船业景气周期有坚实基本面支撑,核心驱动因素有全球船厂产能持续紧平衡、存量船队周期性更新需求释放、国际海事组织框架下全球...
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