Gelonghui, December 26 | Southwest Securities released a research report saying that under the environmental protection policy, fuel replacement is imperative, so rigid ship replacement demand will further support shipbuilding demand. Under the limited production capacity of global shipyards, ship prices have changed to demand pricing rather than supply pricing. Optimistic about the profitability of Chinese shipyards in the new round of shipbuilding cycles, the company continues to build core competitiveness. The company continues to build core competitiveness. It opens up new growth points, and profitability is expected to further improve. Furthermore, at present, CSIC Huangpu Wenchong Shipping Co., Ltd., a holding subsidiary of the company, is participating in the bidding project of the Danish shipping company Maersk for several methanol dual-fuel power regional container ships.
研报掘金｜西南证券：首予中船防务“买入”评级 看好新的一轮造船周期中的盈利弹性
Research Report Nuggets | Southwest Securities: Giving China Shipbuilding Defense the “Buy” Rating First, Optimistic About Profit Elasticity in the New Shipbuilding Cycle
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