中泰证券：看好未来3—5年船舶产业链企业的业绩确定性和盈利增长空间

Core Viewpoint - A new round of shipbuilding upcycle has begun since 2021, driven by global economic recovery and increasing maritime trade demand [1] Industry Summary - The global economic recovery starting in 2021 has laid the foundation for the upcycle in the shipbuilding industry [1] - Future years are expected to see continued economic recovery, which will support steady growth in maritime trade demand [1] - Clarkson forecasts that maritime trade volumes will grow by 2.2% in 2024 and 1.8% in 2025, indicating a positive outlook for the shipbuilding industry [1] Company Summary - Companies such as China Shipbuilding Industry Corporation, Weichai Power, and Xingtong Co., Ltd. are recommended for attention due to their potential performance and profit growth in the upcoming 3-5 years [1]