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船舶、海工装备行业2026年度策略研究报告{附下载}

  • 2026-03-30 20:22:42
船舶、海工装备行业2026年度策略研究报告{附下载}

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1

文章摘要

本篇报告详细梳理了船舶、海工装备公司在 2026 年的投资机遇。首先，我们回

顾了不同细分板块在 2025 年的股价表现。其次，我们分别对船舶、海工做了供

需分析：二者供给层面都因存量持续老化且产能不足而逐渐受约束，需求层面

则各有不同。最后，我们认为整船制造和核心零部件、FPSO 产业链、水下生

产系统产业链有望显现投资机会。

2

文章内容

文章篇幅有限，仅为部分预览

回复暗号：船舶、海工装备行业2026年度策略报告：供给侧受限，需求渐显晨光-251227-招商证券-15页

*免责声明：以上报告均为本公众号通过公开、合法渠道获得，报告版权归原撰写/发布机构所有，如涉侵权，请联系删除；本号报告为推荐阅读，仅供参考学习，不构成投资建议。

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本文来自网友投稿或网络内容，如有侵犯您的权益请联系我们删除，联系邮箱：wyl860211@qq.com 。

『研报』燃气Ⅱ行业跟踪周报:气温预期持续偏低美国气价上涨、库存提取欧洲气价上涨,重视商业航天特燃特气价值长期提升

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  137. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  138. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/e.15386.cn/runtime/temp/99024188178db16440710d184953c4ae.php ( 12.06 KB )
  140. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.001011s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001684s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.002824s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.003215s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001733s ]
  6. SELECT * FROM `set` [ RunTime:0.000735s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001737s ]
  8. SELECT * FROM `article` WHERE `id` = 457967 LIMIT 1 [ RunTime:0.015883s ]
  9. UPDATE `article` SET `lasttime` = 1775177775 WHERE `id` = 457967 [ RunTime:0.021688s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.008117s ]
  11. SELECT * FROM `article` WHERE `id` < 457967 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.006725s ]
  12. SELECT * FROM `article` WHERE `id` > 457967 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.004460s ]
  13. SELECT * FROM `article` WHERE `id` < 457967 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.023090s ]
  14. SELECT * FROM `article` WHERE `id` < 457967 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.009821s ]
  15. SELECT * FROM `article` WHERE `id` < 457967 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.022132s ]
0.217585s