智通财经APP获悉，中船防务(00317)涨超4%，截至发稿，涨4.15%，报16.33港元，成交额3385.21万港元。
消息面上，工信部此前发布的我国造船业数据显示，2026年1—3月，我国造船完工量1568万载重吨，同比增长46.0%，其中出口船舶占总量的96.1%；新接订单量5953万载重吨，同比增长195.2%；截至3月底，手持订单量32230万载重吨，同比增长43.6%。此外，申万宏源指，全球订单覆盖年限已提升至4.23年、排期至2030年。叠加高价订单进入集中交付阶段，造船行业正处于量价共振、利润加速释放阶段，后续板块估值有望随船价持续上行而上修。
该行认为，船企Q1业绩整体超预期，进入利润加速释放阶段。中船防务26Q1归母3.96亿元，同比增长115%，业绩接近预增范围中值。当前排产最多年份为28年，26-28年预计交付量同比+1%、+6%、+87%。当前手持订单约95亿美元，较年初增长22%。
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