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　　中船防务（00317）盘中涨超4%，截至发稿，股价上涨3.95%，现报16.30港元，成交额3430.55万港元。

　　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%。

　　中金发布研报称，2025/1Q26船舶板块业绩基本符合/超过市场预期近期船舶板块披露业绩，2025年基本符合市场预期，1Q26普遍超过市场预期、主要系进入2026年前期高价船舶和主机订单逐渐开始兑付，带动相关企业收入与盈利齐增。该行看好2026年船舶板块订单修复与中国船企竞争力持续提升，维持船舶行业“跑赢行业”评级。

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