【中原证券:船舶制造行业景气周期有望延续】金十数据1月21日讯,中原证券研报称,船舶制造行业继续复苏趋势,在供给收缩恢复缓慢的情况下,本轮船舶制造行业景气周期有望延续。2025年随着2022年以后高价订单的交付,船舶制造企业有望盈利加速修复,充分释放业绩弹性。2024年12月底新接订单和手持订单中油轮、LNG船占比明显提高,中高端船舶占比大幅提升,订单结构优化明显,后续业绩释放空间值得期待。看好船舶制造长周期复苏的趋势及力度。
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