主题策略研究之船舶：景气修复叠加中特估光环，看好中船系公司表现

投资要点 ➢ ➢ 一、船舶行业1-5月统计数据同比增长........................................................................................31．1-5月全国三大造船指标均继续向好.........................................................................................................32．1-5月重点监测企业指标表现亮眼............................................................................................................4二、景气修复叠加“中特估”光环，船舶企业表现亮眼....................................................................5三、投资建议...............................................................................................................................61.中国船舶......................................................................................................................................................62.中国重工......................................................................................................................................................63.中船防务......................................................................................................................................................7四、风险提示...............................................................................................................................8 ..............................................................................................3.............................................................................................................3.............................................................................................................3.................................................................................................................4.................................................................................................................4......................................................................................................6..........................................................................................................6......................................................................................................7..........................................................................................................7....................................................................................................7........................................................................................................7 ....................................................................................................................5