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CSSC Offshore & Marine Engineering (Group) Company Limited 2019-04-01T16:44 財經茄呢啡 若南北船整合成功，不僅有利於整個船舶板塊，更可能帶來外溢效應，有幫帶動整個軍工行業的改革進程。保持行業買進評級，高度關注船舶行業戰略性重組，睇好船舶行業戰略重組的外溢效應。站在當前時點，１）建議重點關注南北船旗下專業化平台標的：中國重工、中國船舶、中船防務；２）具有資金注入預估或相對滯漲的優質軍工標的：四創電子、內蒙一機；３）關注軍民融合民參軍優質個股。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-28T16:22 財經茄呢啡 約近１０點左右，Ａ股三大指數集體翻綠。軍工類股大幅下跌，天海防務、江龍船艇跌逾７％，航太通信、航發科技、中船防務紛紛走弱。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-28T16:22 財經茄呢啡 軍工混改板塊異動，西儀股權、北化股權齊齊漲停，中兵紅箭、中船科技、中船防務紛紛走強，消息面上，證監會將不斷加大對戰略新興產業、國防軍工企業的政策支撐力度。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-28T16:22 財經茄呢啡 已經披露年報的個股中，１８股淨盈利虧損億元以上。中船防務淨盈利虧損金額最高，達到１８．６９億元，虧損金額創其歷史之最。該股昨天大幅下跌９．７２％，就在周一盤中，中船防務還一度漲停並創下年內高點。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-28T16:22 財經茄呢啡 昨天強勢的科創板和軍工兩大概念股今天調整居前，拖累大盤走弱，軍工板塊高開隨後大幅下跌，除西儀股權繼續漲停外，中國應急、航天晨光、北化股權均紛紛炸板高開低走，天海防務、航天通信、航發科技、中船防務均大幅下跌逾９％觸及跌停，江龍船艇、亞星錨鏈、中船科技等大幅跟跌；創投、科創板影子股也集體大幅下跌，譽衡藥業、空港股權、華勝天成、天壕環境等跌停，有研新材跌逾９％觸及跌停。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-28T16:22 財經茄呢啡 軍工股盤中快速殺跌，截止發稿，天海防務、江龍船艇、航發科技、長城軍工、中船防務、航天通信、中國海防等個股均有不同程度下滑。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-25T15:46 財經茄呢啡 ３月２２日，中船防務發布了２０１８年度業績。２０１８年中船防務實現營業額１９２．１４億元，完成年度計劃的８９．２４％，同比下挫１６．１７％；盈利總額-２４．６０億元，同比消減２４．８２億元；歸屬於上市公司股東的淨盈利-１８．６９億元，虧損同比擴大３６倍；全年實現經營承接２４１．２９億元，同比提升７８．０２％；每股基本虧損１．３２２３元。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-25T15:46 財經茄呢啡 軍工股有支撐，中船科技、北化股權及西儀股權升停板；中船防務漲逾９％。中證監將不斷加大對戰略新興產業、國防軍工企業的政策支撐力度。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-25T15:46 財經茄呢啡 午後，軍工板塊掀起漲停潮，截止發稿，中國重工、中航高科、中國應急、中光防雷、中船防務、航天科技、四創電子、航天晨光、洪都航空、航天長峰、中船科技等超２０只軍工概念股漲停。
CSSC Offshore & Marine Engineering (Group) Company Limited 2019-03-25T15:46 財經茄呢啡 國防軍工板塊午後掀起漲停潮，截止發稿，中航高科、中船防務、航天科技、四創電子、航天晨光、洪都航空、航天長峰、中國重工、中船科技等超２０只軍工概念股漲停。
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