方正证券:长期看好我国造船市场景气度上行 船舶板块投资价值持续凸显

智通财经网
Dec 09

智通财经APP获悉,方正证券发布研报称,两大央企完成创纪录订单签约,或将引领新一轮船队升级。中长期看全球船队船龄老化及全球航运脱碳转型的结构性变革支撑将长期存在。短期看油散有望共振,运价抬升带来的赚钱效应或将继续向上游造船业传导。该行认为压制新接订单的三个核心问题将在2026年迎来全面解决,长期看好造船市场景气度上行。该行认为当前船舶板块兼具长期成长性、业绩确定性、估值合理性,投资价值持续凸显。...

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