浙商证券研报指出，中船防务2025年报业绩预告符合预期，预计2025年归母净利润同比增长150%-197%。周期景气上行，多船型下单需求上行，船厂盈利能力改善。需求端换船周期、环保政策驱动，油轮和散货船新单接力，供给端船厂扩产有限，船价有望创新高。公司是中国船舶集团旗下唯一“A+H”平台，在集团解决同业竞争方面有望受益。控股公司黄埔文冲与参股公司广船国际为核心造船企业，在手订单饱满。根据克拉克森...
Source Link浙商证券研报指出，中船防务2025年报业绩预告符合预期，预计2025年归母净利润同比增长150%-197%。周期景气上行，多船型下单需求上行，船厂盈利能力改善。需求端换船周期、环保政策驱动，油轮和散货船新单接力，供给端船厂扩产有限，船价有望创新高。公司是中国船舶集团旗下唯一“A+H”平台，在集团解决同业竞争方面有望受益。控股公司黄埔文冲与参股公司广船国际为核心造船企业，在手订单饱满。根据克拉克森...
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