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東莞證券：新一輪船舶週期啓動，船舶板塊業績逐步改善

uSMART盈立智投 05-23 14:02

東莞證券近日研報認爲，國際航運市場逐步回暖，新一輪船舶週期已經啓動，當前船舶板塊業績開始逐步改善，預計老舊能源船隻退役更換將進一步推升行業景氣度。建議重點關注中國船舶、中船防務、中國重工、亞星錨鏈。

中船防务(00317.HK)
京东集团-SW(09618.HK)
20240502中船防务00317
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