中国船舶租赁:产业壁垒较高、商业模式优异的高股息标的

国联民生证券
08 Jun

行业:船舶需求有较强支撑,租赁渗透率有望提升从行业来看,1)全球经济稳步增长带动贸易量增长,从而进一步推动对新增运力的需求提升;2)当前IMO 环保规定逐步趋严,存量船舶大多无法满足碳排放相关要求;3)同时全球船队船龄较高,当前全球船队船龄已达17.4 年,而船舶经济使用年限通常只有20 年左右,故后续几年将进入老旧船舶更新替换的高峰期。多方因素作用下船舶需求有较强支撑,而绿色船舶造价高、全球主要...

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