Topics Comments
 < Previous page    Next page > 
Cheung Kong VODone Limited Shenzhen International Holdings Limited Jiangxi Copper Company Limited REXLot Holdings Limited China Overseas Land & Investment Limited Chong Hing Bank Limited Agricultural Bank of China Limited Chow Tai Fook Jewellery Group Limited Capital VC Limited iShares A50 Standard Chartered Bank of Communications Bank of China China LotSynergy Holdings Limited agribank Agri Airlines Appl AUD Auto A Shares Brokers CAD fertilizer producers China Lottery Supermarket China Banks Communication Consumer China Econ Electricity China Finance China IT Petro Real Est China Resource Steel coal Commodity Beauty Drugs Enviro EURO Lang Simon Ting WongSir Andy Xie Expo Gambling Garment gas GBD Gold Gold Jew Gold mine Harbour Highways HK Apparel REITs Rentals HK Banks ETF HK Housing Market Real Est HK HK Stock iBond Infra Insure IPO jewel Mach Build Mat New Energy NZD Oil Paper Rare Earths Real Estate Market Food RMB Rising RMB RMB Bonds Shipbuilding Shipping Sports Stock Trend Taiwan Dollar (TWD) Textile Top 500 USD US Econ Util Water Yang Liu's 10 Stocks YEN Diary media Central Bank Monetary Policy Education Construction Emerging markets Nuclear power BillGross Cement HK retail logistics Swiss franc Social Security Fund Law Ka-Chung capital flow Financial and political policy Railway film Korean Won Roubini Faber Mobius
Topics Last reply time Nickname Content
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-11-02T14:44 財經茄呢啡 挖貝網 １０月３１日，中船防務公布２０２０年三季度報告，公告顯示，２０２０年１-９月實現營收６,６２７,３１４,２６６．９４元，同比下挫４８．３０％；歸屬於上市公司股東的淨盈利３,３１８,３４０,７２７．０６元，較上年同期扭虧為盈。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-10-15T15:14 財經茄呢啡 ６) 市場通常將中航科工與中船防務列作軍工股。中防市值３３６億元，較中航科工高出１６％；中防預計ＰＥ ５０倍，遠高於中航科工的１５．２倍。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-09-21T14:54 財經茄呢啡 軍工板塊隨Ａ股整體上升，中船防務早盤急升逾１０％，突破多條均線，上揚１０．０１％，報價８．９港元，成交額３４４１．８１萬。中航科工漲３．８２％，報４．８９港元。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-09-10T15:01 財經茄呢啡 剔除中船防務後，二季度國防軍工行業上市公司共計實現營收１４９６．６８億元，同比提升１１．９８％；歸母淨盈利為８６．１４億元，同比提升１４．７５％。業內人士普遍相信，軍工行業現金流情況將繼續改善，國防工業改革帶來的行業景氣度將有所提升。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-07-16T14:55 財經茄呢啡 還有機構指，軍工行業高景氣持續，軍工配置價值顯著。中證軍工指數ＰＥ值處於歷史低位，低估值龍頭標的有補漲需求；中航沈飛、中船防務一季度確認較多政府補貼、賣出資金回報等非經常性損益，因此２０２０年淨盈利增幅預估較高。從基本面來看，受新機型放量，產能建設拐點等影響，預估軍工板塊ＲＯＥ 水平將持續增長，為板塊帶來有力支持。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-07-13T14:39 財經茄呢啡 在擔任軍工行業資產證券化焦點的同一時間，中船防務業績也早就呈現出明顯改善態勢。智通財經ＡＰＰ了解到，２０１９年１１月兩船集團合並完成，中國海防完成資產注入，中國船舶、中船防務等資產整合方案持續推進，而兩船集團的合並和資產整合推進，正在持續刺激軍工行業資產證券化進度加速，因此在軍工板塊熱度飆升的當下中船防務率先進入資產的視野。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-07-09T15:40 財經茄呢啡 摩根大通調高中船防務目標價至６．４港元，拋售評級。該公司股價開盤後報９．９港元，漲６．４５％，成交量６７．８０萬，成交額６７１．２２萬港元。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-07-09T15:40 財經茄呢啡 格隆匯７月９日亅港Ａ市場軍工股集體活躍，其中，中船防務繼昨天收漲５５．７８％後，今天盤中再次暴漲３２％至最高１２．２８港元，創２０１８年２月以來新高，兩日內最大漲幅一度達１０５％。中船防務Ａ股連續兩日漲停最新報２３．０３元。有機構表示，軍工行業在軍隊的剛性需求支持下具有長期提升的能力，無論是基於當前資產的選擇還是基本面的高確定性發展，軍工板塊都具備持續上升的基礎。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-07-09T15:40 財經茄呢啡 智通財經ＡＰＰ獲悉，軍工板塊隨Ａ股再次走高，中船防務早盤急升近３０％，創逾兩年新高，截至９時４９分，漲２９．０３％，報價１２港元，成交額２．１４億。
CSSC Offshore & Marine Engineering (Group) Company Limited 2020-07-09T15:40 財經茄呢啡 軍工股熱炒，中美關系緊張推該類別股權狂升，上日狂飆５５．８％的中船防務， ; 其Ａ股亦升停板 ; 中航科工最高見５．１３元，升７．７７％，現升３．７８％，報４．９４元；航天控股漲３．７７％，報０．５５元。
 < Previous page    Next page > 

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.