智通财经APP获悉，大金重工(01081)早盘涨超4%。截至发稿，涨4.76%，报33.48港元，成交额506.87万港元。
消息面上，多位造船业消息人士称，希腊船东Kriton Lendoudis旗下的Evalend Shipping已委托大金重工建造一系列211,000载重吨纽卡斯尔型散货船。有报道称，这家船东于7月与大金重工就多达4艘纽卡斯尔型散货船新造事宜进行谈判，如今，这一订单所涉船舶数量已增至5艘。据悉，这批配备脱硫装置的纽卡斯尔型散货船单船造价约为7750万美元。
华西证券此前指出，造船板块正式进入主流船舶建造市场，从25年8月首次签单至今，公司已累计签署新船制造订单合计24艘，合同总金额约120亿元，订单交付区间集中在2027-2030年。持续看好公司自有船队运输与船舶建造双重驱动之下新增长曲线的增量空间。
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