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港股异动 | 中船防务(00317)现涨超4% 一季度纯利实现扭亏为盈 公司有望受益于行业景气上行

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中船防务(00317)盘中一度涨超9%,截至发稿,涨4.23%,报11.34港元,成交额5796.88万港元。

消息面上,中船防务近日发布一季度业绩。期内实现营业收入28.07 亿元,同比增长47.82%;归母净利润1537 万元,扣非归母净利润2523 万元,同比扭亏为盈,主要系毛利率显著改善贡献。

浙商证券指出,民船方面,周期景气上行,多船型下单需求上行,船厂盈利能力改善。由于供给收缩、扩产困难,供需紧张或驱动船价持续创新高,周期长期有望震荡向上,高景气度持续,公司业绩弹性大。军船方面,“内生”中国蓝军建设装备大发展,“外延”资产整合打开发展天花板。

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