智通财经APP获悉，中船防务(00317)再涨超4%，月内累计涨幅接近30%，截至发稿，涨4.27%，报16.13港元，成交额7692.01万港元。
消息面上，中船防务此前发布盈喜，预计第一季度实现归属于上市公司股东的净利润3.6亿元至4.3亿元，同比增加95.16%至133.11%。申万宏源发布研报称，业绩预增超预期，主因控股船厂黄埔文冲及参股船厂广船国际的民船交付节奏加快，利润加速释放。
该行指出，地缘冲突频发背景下，全球供应链区域化重构，近洋航线网络加密，支线集运需求增长，船东加速下单中小型箱船。3-6千TEU型集装箱船近12个月新签订单均值较过去10年均值高出291%。公司旗下黄埔文冲船厂3-6千TEU箱船手持订单占全球19%，2026年内新签订单占全球41%，均位列全球第一，为中小型箱船需求爆发最大受益船企。
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