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CSSC Offshore & Marine Engineering (Group) Company Limited 2019-08-15T15:36 財經茄呢啡 軍工股表現活躍，中船防務及中國船舶漲停；西部超導升逾４％。中國船舶披露重組草案，其作為中船集團船海業務整合平台的定位並未改變，仍將把包括江南造船１００％股份、黃埔文沖１００％股份在內的標的資金收入囊中；草案的核心要點明確了此次重組的交易作價，合計高達３６６．２億元。當中備受關注的江南造船１００％股份的交易對價為２２５．２億元。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-07-22T15:21 財經茄呢啡 周一Ａ股三大股指早盤探底回升，午後橫盤整理。盤面上，國防軍工板塊領漲，中國應急、航新科技等漲停。國產軟件板塊升溫，網達軟件、華軟科技等漲停。券商板塊表現強勢，國海證券上升９．７８％。中船系概念走勢強勢，久之洋、中國應急、中船防務、中船科技、中國船舶紛紛大漲。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-07-22T15:21 財經茄呢啡 值得注意的是，Ａ股軍工板塊表現活躍，中國應急在過去１０個交易日里累計上升了２５％，昨天再次漲停。中航光電周一雖然僅僅上升０．９３％，但今年以來累計上升３５．０４％。另外，中國船舶、中國重工、中船防務、中船科技等軍工類個股近期均出現明顯異動。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-07-08T15:12 財經茄呢啡 行業板塊方面，南北船重組概念股分化，久之洋、中國應急漲停，中船科技、中船防務上揚，中國船舶、中國動力等下挫；軍工板塊走勢強勁，航發控制漲停，航發科技、新余國科、洪都航空等走強；垃圾分類概念沖高下挫，華菱星馬、北化股權、南都物業、凱發電氣、財信發展漲停；房地產板塊發力，榮安地產觸及漲停。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-07-04T15:24 財經茄呢啡 中船集團(南船)及中船重工集團(北船)醞釀多年的重組合並落地，軍工類似股周四有追捧，中船防務逆市升近３％，現報８．３６港元；中航科工更彈高６．５％報４．５８元；中國航空工業國際更有１１％升幅，最新報０．２元。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-07-04T15:24 財經茄呢啡 軍工板塊集體強勢，截止發稿，航發控制、中國衛通漲停，中船科技、中船防務漲超８％，亞星錨鏈、航發科技、三角防務等各股紛紛走高大漲超７％。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-07-04T15:24 財經茄呢啡 獲大和升級提價，因受惠新業務模式，同一時間收購有望加快，將評級由「中性」升至「買進」，目標價由５．３元升至５．４元，股價半日抽升６％；中船防務也漲３．４％。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-06-27T15:25 財經茄呢啡 ５Ｇ板塊盤中走強，恆銘達漲停，麥捷科技一度封板，碩貝德、通宇通訊等個股均有不同程度上升。華為海思概念股午後持續走強，匯中股權、泰晶科技漲停，銘普光磁、宏達電子等個股跟漲;午後環保板塊拉升，鵬鷂環保直線封板，中持股權、聯泰環保、永清環保等大幅跟漲。軍工板塊尾盤異動拉升，中國船舶直線拉升封漲，天海防務、中光防雷漲停，中船防務、中航光電、亞星錨鏈紛紛大幅上升。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-06-24T15:37 財經茄呢啡 國防軍工股向上，天海防務漲停；中船防務、中國船舶、中船科技、中國重工、亞星錨鏈升５．１％至９．４％。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-06-24T15:37 財經茄呢啡 ５月底在公仔箱推介過的中船防務終於守得雲開，又系呢類小圓底後抽穿１０天及２０天線匯聚，故勁力較強；當然亦得力於Ａ股今天叫系炒軍工股，招證日前出Ａ股報告叫買航天系及中船系等股權。中船防務是「港股通」股權，不過股價自高位跌足兩個月後，市值最新只有４１億，分分鍾日後跌出５０億港股通市值門檻，若果南北船合並有發展，炒番上７元應不難，Ｈ股現在較其Ａ股折讓五成半。
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