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国投证券4月25日发布研报称,给予中国船舶(600150.SH)买入评级,目标价格为42.21元。评级理由主要包括:1)中国船舶:造船龙头受益船舶大周期,业绩弹性释放可期;2)供给侧出清,“绿色动力”加速船舶换新大周期;3)卖方市场量价齐升而钢材成本低位,船企盈利预计加速上行。(每日经济新闻)

SDIC Securities released a research report on April 25 stating that it gave China Shipping (600150.SH) a purchase rating, and the target price was 42.21 yuan. The main reasons for the rating include: 1) Chinese ships: leading shipbuilders benefit from the

Zhitong Finance ·  Apr 25 16:21
SDIC Securities released a research report on April 25 stating that it gave China Shipping (600150.SH) a purchase rating, and the target price was 42.21 yuan. The main reasons for the rating include: 1) Chinese ships: leading shipbuilders benefit from the large ship cycle, and the release of flexible performance can be expected; 2) the supply side clears up, and “green power” accelerates the major cycle of ship replacement; 3) the seller's market volume and price are rising rapidly and steel costs are low, and the profit of shipping companies is expected to accelerate. (Mainichi Keizai Shimbun)

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