Gelonghui, April 11 | SDIC Securities Research Report pointed out that considering that Chinese ships (600150.SH) are the leading assembly equipment for domestic military and civilian vessels, the company was given a valuation of 34xPE in 2024 under the current shipbuilding cycle, corresponding to a 6-month target price of 42.21 yuan. It was covered for the first time, giving it a “buy-A” rating. According to the International Shipping Network, according to the International Shipping Network, Clarkson statistics that in 2023, the four major shipyards undertook a total of 4.82 million new ship orders, accounting for 11.2% of the world, and the total number of hand-held ship orders totaling 10.13 million revised total tons, accounting for 8.3% of the world. Full orders support future performance, and the company is expected to usher in a profit inflection point in 2024, and profit flexibility can be expected to be released.
研报掘金丨国投证券：首予中国船舶“买入-A”评级，24年有望迎来盈利拐点
Research Report Nuggets丨SDIC Securities: The first “buy-A” rating was given to a Chinese ship, which is expected to reach a profit inflection point in 24
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