智通财经APP获悉，中船防务(00317)早盘涨超5%，截至发稿，涨5.64%，报16.3港元，成交额5258.56万港元。
消息面上，中船防务将于4月29日发布一季度业绩公告。公司此前发布盈喜，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，行业催化剂方面，新造船价已企稳并有望进入单边上行态势。26年初油运迎来超级周期，景气度加速向造船传导，新签订单有望加速释放，油轮新造船价领先回升有望带动整体新造船价格指数上行，船企远期业绩有望上修。
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