In 2022, orders for container ships were full, and orders for tankers have gradually increased this year. Wang Huajun, chief analyst of the machinery defense industry at Zheshang Securities, said that at present, orders from major domestic shipyards have been scheduled until 2026, and even some production line orders have been scheduled until 2028. Wang Huajun expects the profits of many leading shipping companies to enter an upward cycle. He is optimistic about investment opportunities for listed companies related to the shipping industry.
订单饱满，业内人士判断船舶业将开启新上升周期
Orders are full, and industry insiders judge that the shipbuilding industry will start a new upward cycle
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