socialbingo| CITIC Securities: The current ship price is still in the middle of this round of upward cycle

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[CITIC Securities: Current ship prices are still in the middle of this round of upward cycle] Securities Times e Company Newssocialbingo, CITIC Securities Research News believessocialbingo, global shipbuilding production capacity has continued to clear out since 2009. As global transportation capacity enters a new round of replacement cycle, the production capacity of mainstream shipyards in China and South Korea is now in the middle of the current period.socialbingo.socialbingo..

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[CITIC Securities: The current ship price is still in the middle of this round of upward cycle] Securities Times e Company News, CITIC Securities Research believes that global shipbuilding production capacity has continued to clear since 2009. As global transportation capacity enters a new round of replacement cycle, the production capacity of mainstream shipyards in China and South Korea is currently at saturation, the industry is in a state of benign and orderly competition, and the shipbuilding industry continues to prosper. Judging that the supply elasticity of the shipbuilding industry will be generally limited before 2027, it is expected that by the end of 2027, global shipbuilding production capacity will increase by 17% based on 2022. The supply side continues to be tight and lacks elasticity to support the continuous rise in new ship prices. The trend of ship prices in the past three rounds of shipbuilding cycles is reviewed and it is judged that the high point of the new ship price index in this cycle will be 240 - 250 points. The current ship price is still in this round of upward cycle. Mid-term position. At this time, we will continue to be firmly optimistic about the boom cycle of this round of shipbuilding and the leading enterprises in the sub-industrial chain that have deeply benefited from the upward cycle of this round of shipbuilding, and maintain the "stronger than the major market" rating of the shipbuilding industry.

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