智通财经APP获悉，中船防务(00317)涨超5% ，截至发稿，涨5.63%，报15.58港元，成交额8591.43万港元。
消息面上，申万宏源近期指出，首予中船防务“买入”评级。公司受益于全球造船周期上行与自身产能释放，预计2025-2027年归母净利润分别为11、17、28亿元，对应PE分别为18、11、7倍，当前市值/手持订单金额(PO)为0.42倍，显著低于近10年均值(0.53倍)，处于历史低位。结合高价订单交付提速、老船替换需求充足及同业竞争解决预期，公司业绩弹性与估值修复空间充足。
银河证券表示，掘金“十五五”，聚焦军贸&新质领域。装备采购方面，“十五五”预期积极，订单端牵引有望于25Q4启动。同时聚焦27年建军百年重要节点，新型主战装备批产交付与新质战斗力领域需求爆发，拉动行业高景气延续。
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