智通财经APP获悉，中船防务(00317)涨超8%，截至发稿，涨8.23%，报17.5港元，成交额7832.93万港元。
消息面上，湘财证券认为，在国防军工方面，中东地区冲突升级，可能推升全球地区军备竞赛的升温，导弹、无人机、防空系统、舰船产业链估值有望提升。申万宏源指出，船舶产业链具有重资产性质且不易被技术淘汰，属于HALO类资产。VLCC市场高景气度有望加速向上游造船传导，看好船价后续有望上行，船企远期业绩预期或迎上修，关注当前处于低估值水位的造船标的。
智通财经APP获悉，中船防务(00317)涨超8%，截至发稿，涨8.23%，报17.5港元，成交额7832.93万港元。
消息面上，湘财证券认为，在国防军工方面，中东地区冲突升级，可能推升全球地区军备竞赛的升温，导弹、无人机、防空系统、舰船产业链估值有望提升。申万宏源指出，船舶产业链具有重资产性质且不易被技术淘汰，属于HALO类资产。VLCC市场高景气度有望加速向上游造船传导，看好船价后续有望上行，船企远期业绩预期或迎上修，关注当前处于低估值水位的造船标的。
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