According to the Huayuan Securities Research Report, China Shipbuilding's Q2 performance is expected to increase significantly year-on-year, focusing on subsequent ship price integration with the group. The company expects to achieve net profit of 9.2 billion yuan to 11 billion yuan in H1 in 2026, an increase of 143.56% to 191.21% compared with the same period last year. According to this estimate, it is estimated that Q2 2026 will achieve net profit of about 43.68-6.168 billion yuan, an increase of about 140%-239% over the previous year. As high-priced orders are delivered one after another, there is strong certainty that the company's future performance will improve. It is believed that the large-scale green renewal cycle for ships is far from over, and that future ship prices and performance may still have room to rise, maintaining a “buy” rating.

According to the Huayuan Securities Research Report, China Shipbuilding's Q2 performance is expected to increase significantly year-on-year, focusing on subsequent ship price integration with the group. The company expects to achieve net profit of 9.2 billion yuan to 11 billion yuan in H1 in 2026, an increase of 143.56% to 191.21% compared with the same period last year. According to this estimate, it is estimated that Q2 2026 will achieve net profit of about 43.68-6.168 billion yuan, an increase of about 140%-239% over the previous year. As high-priced orders are delivered one after another, there is strong certainty that the company's future performance will improve. It is believed that the large-scale green renewal cycle for ships is far from over, and that future ship prices and performance may still have room to rise, maintaining a “buy” rating.