智通财经APP获悉，中船防务(00317)盘中涨超5%，截至发稿，涨3.67%，报14.98港元，成交额3080.31万港元。
消息面上，9月14日，中船防务在2026年半年度业绩说明会上表示，2026年上半年共承接8型55艘新造船订单，以集装箱船为主，订单结构持续优化，为综合毛利率改善奠定基础。随着当前手持订单的逐步建造交付，集装箱船收入占比将相应提升，对公司后续盈利水平形成正向拉动。公司手持订单交付周期已排至2030年，当前手持订单产生的效益将在后续年度逐步体现。
浙商证券指出，中船防务2026年上半年新接订单201.65亿元，同比增长30.11%，完成年度计划122.8%，共承接8型55艘造船订单，主要为集装箱船等。该行认为，油轮至2026年运力仍紧缺，后续油轮、干散存在较大下单可能；供给端，船厂运载已近饱和，但活跃船厂数量及交付量显著下降，供需紧张或推动船价持续走高。
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