昨日海洋(yang)經濟(ji)概念板塊再度崛起(qi),其(qi)中江(jiang)鉆股(gu)(gu)份(fen)領銜(xian)漲停,杰(jie)瑞股(gu)(gu)份(fen)(7.72%)、開(kai)創國際(ji)(7.49%)、寶德股(gu)(gu)份(fen)(6.50%)、神開(kai)股(gu)(gu)份(fen)(6.44%)、廣船國際(ji)(5.16%)、中海油服(5.09%)等6只概念股(gu)(gu)漲幅均(jun)在5%以上(shang)。
消(xiao)息面上,中(zhong)(zhong)共中(zhong)(zhong)央(yang)政治局7月30日就建設海洋(yang)強(qiang)國進行第八(ba)次集體學(xue)習。中(zhong)(zhong)共中(zhong)(zhong)央(yang)總(zong)書記(ji)習近平(ping)在主持學(xue)習時強(qiang)調,要提高海洋(yang)開(kai)發能力,擴(kuo)大海洋(yang)開(kai)發領域,讓海洋(yang)經濟(ji)成(cheng)(cheng)為新的經濟(ji)增(zeng)長點(dian),努力使海洋(yang)產(chan)業成(cheng)(cheng)為國民(min)經濟(ji)的支(zhi)柱(zhu)產(chan)業。
分析人士表示(shi),隨著中國能源消耗的(de)(de)日(ri)益增長,對外依存(cun)度逐漸提高,海(hai)洋這個(ge)“聚寶盆(pen)”的(de)(de)重要性日(ri)益凸顯(xian)。與海(hai)洋經(jing)濟(ji)聯系較緊(jin)密(mi)的(de)(de)行業有:海(hai)洋漁(yu)業、石油(you)化工以及(ji)海(hai)工裝備(bei)。這三大板(ban)塊(kuai)隨著海(hai)洋經(jing)濟(ji)浪潮的(de)(de)襲(xi)來,在國家明確提出要大力發展海(hai)洋產業的(de)(de)背(bei)景下,投(tou)資(zi)機(ji)會(hui)顯(xian)現。
海(hai)工(gong)裝備制造(zao)業(ye)作為國家(jia)“十(shi)二(er)五(wu)”規劃(hua)中(zhong)大力支持發(fa)展(zhan)的(de)高端裝備子(zi)行業(ye)之一,未來在海(hai)洋經濟發(fa)展(zhan)中(zhong)起著十(shi)分(fen)重(zhong)要作用。對此,安(an)信證券(quan)表示,2013版(ban)海(hai)工(gong)裝備科研(yan)指南(nan)提出海(hai)工(gong)裝備制造(zao)業(ye)未來的(de)發(fa)展(zhan)方向。指南(nan)明(ming)確表示,“十(shi)二(er)五(wu)”期間,要分(fen)階段實施大型浮式結(jie)構工(gong)程建設(she),以及完成深(shen)海(hai)天(tian)然(ran)氣浮式裝備設(she)計、建造(zao)等(deng)方面技(ji)(ji)術研(yan)究工(gong)作。因此,看好涉及上述(shu)技(ji)(ji)術發(fa)展(zhan)和(he)(he)(he)應用的(de)上市公(gong)司,例(li)如:海(hai)油工(gong)程、中(zhong)海(hai)油服、中(zhong)國重(zhong)工(gong)、中(zhong)國船舶和(he)(he)(he)振華重(zhong)工(gong)等(deng)公(gong)司,其中(zhong)海(hai)油工(gong)程對深(shen)海(hai)結(jie)構物的(de)設(she)計、建造(zao)、安(an)裝最具實力,維持對該公(gong)司“買入”投資評級和(he)(he)(he)10元目(mu)標價。
海(hai)(hai)洋(yang)漁(yu)(yu)業(ye)(ye)(ye)方(fang)面(mian),國(guo)務(wu)院6月份出(chu)臺了(le)《國(guo)務(wu)院關(guan)于促進海(hai)(hai)洋(yang)漁(yu)(yu)業(ye)(ye)(ye)持(chi)續健康發展(zhan)的若(ruo)干意見(jian)(jian)》,該《意見(jian)(jian)》明確提(ti)出(chu),到(dao)2015年要(yao)(yao)基本形成(cheng)現代漁(yu)(yu)業(ye)(ye)(ye)產(chan)業(ye)(ye)(ye)體系(xi)(xi)和支撐保障體系(xi)(xi);外海(hai)(hai)和遠(yuan)洋(yang)漁(yu)(yu)業(ye)(ye)(ye)綜(zong)合(he)生(sheng)產(chan)能力要(yao)(yao)不斷(duan)增(zeng)強,海(hai)(hai)水產(chan)品精(jing)深(shen)加工規模不斷(duan)擴(kuo)大;漁(yu)(yu)業(ye)(ye)(ye)組織化程度(du)明顯提(ti)高(gao),漁(yu)(yu)民收(shou)入穩步增(zeng)長;漁(yu)(yu)船裝(zhuang)備水平(ping)明顯提(ti)高(gao)。對此,國(guo)信證券表示,看(kan)好(hao)獐子島、東(dong)方(fang)海(hai)(hai)洋(yang)、好(hao)當家(jia)、壹橋苗業(ye)(ye)(ye)、開創國(guo)際等海(hai)(hai)洋(yang)漁(yu)(yu)業(ye)(ye)(ye)龍頭上市公司(si)。
值得(de)一(yi)(yi)提的(de)(de)是,中(zhong)國(guo)國(guo)際(ji)海(hai)洋(yang)(yang)石(shi)(shi)油(you)(you)(you)(you)天(tian)然(ran)(ran)氣展(zhan)覽(lan)會(hui)將(jiang)于8月20日至(zhi)22日在上(shang)(shang)(shang)海(hai)新(xin)國(guo)際(ji)博(bo)覽(lan)中(zhong)心(xin)舉辦(ban),同期還(huan)將(jiang)召開第五屆中(zhong)國(guo)國(guo)際(ji)石(shi)(shi)油(you)(you)(you)(you)化(hua)工(gong)技術(shu)裝備展(zhan)覽(lan)會(hui)以(yi)及(ji)2013中(zhong)國(guo)海(hai)洋(yang)(yang)工(gong)程(cheng)裝備技術(shu)論(lun)壇。對此(ci),海(hai)通證(zheng)券表示,國(guo)家近幾年把(ba)海(hai)洋(yang)(yang)經(jing)濟發展(zhan)提上(shang)(shang)(shang)戰(zhan)略高度,在8月份即將(jiang)召開海(hai)洋(yang)(yang)石(shi)(shi)油(you)(you)(you)(you)天(tian)然(ran)(ran)氣展(zhan)覽(lan)會(hui)消(xiao)息(xi)刺(ci)激下,海(hai)洋(yang)(yang)石(shi)(shi)油(you)(you)(you)(you)板塊有望(wang)迎來新(xin)一(yi)(yi)輪“升機”。建議關(guan)注海(hai)洋(yang)(yang)石(shi)(shi)油(you)(you)(you)(you)龍頭上(shang)(shang)(shang)市(shi)公(gong)司海(hai)油(you)(you)(you)(you)工(gong)程(cheng),預計(ji)公(gong)司2013年上(shang)(shang)(shang)游業務工(gong)程(cheng)量將(jiang)再創新(xin)高,建設油(you)(you)(you)(you)田產能預計(ji)達到880萬立(li)方米(mi),比(bi)2012年的(de)(de)約400萬立(li)方米(mi)增長(chang)逾一(yi)(yi)倍;2014年海(hai)上(shang)(shang)(shang)工(gong)程(cheng)量估計(ji)將(jiang)有50%以(yi)上(shang)(shang)(shang)的(de)(de)增長(chang),從而(er)達到新(xin)的(de)(de)歷史(shi)峰值。
中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網聲明(ming)(ming)(ming):凡本網注明(ming)(ming)(ming)“來源:中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網”的所有作(zuo)品(pin),版權均(jun)屬于中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網。中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網與作(zuo)品(pin)作(zuo)者(zhe)聯合聲明(ming)(ming)(ming),任何組織(zhi)未經中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報、中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網以及作(zuo)者(zhe)書(shu)面授權不得轉(zhuan)(zhuan)載(zai)(zai)、摘(zhai)編或利用其它(ta)方式使用上述作(zuo)品(pin)。凡本網注明(ming)(ming)(ming)來源非中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)(quan)報·中(zhong)(zhong)(zhong)(zhong)(zhong)證(zheng)(zheng)網的作(zuo)品(pin),均(jun)轉(zhuan)(zhuan)載(zai)(zai)自其它(ta)媒(mei)體,轉(zhuan)(zhuan)載(zai)(zai)目(mu)的在(zai)于更好(hao)服務讀者(zhe)、傳遞信息之需,并不代表本網贊(zan)同其觀點(dian),本網亦不對其真實性負責,持異議者(zhe)應與原出處單位主張權利。
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