智通财经APP获悉，中船防务(00317)盘中涨超6%，截至发稿，涨5.25%，报16.43港元，成交额6437.62万港元。
消息面上，5月9日，工信部发布的数据显示，2026年一季度，中国造船完工量、新接订单量、手持订单量三大核心指标全球领先，造船效率、全产业链能力、绿色转型均取得显著成效。截至3月底，中国造船手持订单量达32230万载重吨，同比增长43.6%，占全球市场份额高达69.8%。目前，部分大型船厂的生产订单已排期至三年以后。
值得注意的是，中船防务一季度归母净利润同比增长115%。业绩显著增长主要系主建船型建造周期进一步压降，产品毛利同比增加；联营企业经营业绩显著提升，公司确认投资收益同比大幅增加。浙商证券指出，周期景气上行，多船型下单需求上行，船厂盈利能力改善。
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