智通财经APP获悉，中船防务(00317)盘中拉升，现涨超5%，截至发稿，涨5.14%，报15.55港元，成交额1.98亿港元。
消息面上，根据知名造船和海运研究机构克拉克森研究最新数据，今年10月，全球新船订单成交量为291万修正总吨（CGT），按CGT计比去年同期的471万CGT下降了38%。其中，中国船企承接新船订单98艘213万CGT，全球市场占有率为73%，位居榜首。此外，中泰证券近日研报指出，地缘局势不确定性加剧，军工板块关注度有望提升。
申万宏源近期表示，造船标的普遍处于低估值水位。中国船舶、中船防务H的手持订单金额约560亿、70亿美元，市值订单比0.65、0.36倍，处于历史相对低位。方正证券此前指出，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。
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