智通财经APP获悉，中船防务(00317)现涨近5%，截至发稿，涨4.91%，报11.1港元，成交额4925.54万港元。
消息面上，中船防务董事、总经理陈利平近日在集体业绩会上表示，从短期来看，美国301条款贸易调查的最终裁决措施虽将对全球船东的订单决策产生阶段性影响，但经综合评估，其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仍具有坚实的基本面支撑；在海运贸易不发生颠覆式动荡的情况下，预计本轮造船市场景气周期仍将持续。
方正证券指出，中船防务是中船集团旗下大型骨干造船企业和国家核心军工生产企业，在手订单充足，盈利能力有望随高价船交付稳定兑现。华福证券再次强调军工具备超强内贸属性，且国际形势对我国军工强实力的验证或为军贸奠定长逻辑基础，25-27年在多重催化下内需外需均增长幅度巨大，发展军工或为未来重中之重。
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