异动解读05-23
周五盘中，扬子江船业（BS6.SI）股价大跌5.14%，引发市场关注。这一跌幅主要源于公司船舶订单不及预期的消息。
据公司首席执行官任乐天表示，受美国政策和全球关税措施影响，客户正采取观望态度，推迟订单决策。这一情况对公司的订单获取造成了一定压力。尽管如此，任乐天强调，目前船舶交付进展仍算顺利，没有出现订单延迟或取消现象。
值得注意的是，扬子江船业截至目前已完成全年交付目标的38%，即在56艘目标中已交付21艘。公司预计能够达成2025财年的交付目标。然而，市场对公司未来订单增长的担忧，成为导致股价下跌的主要因素。投资者将密切关注公司后续的订单获取情况及全球船舶市场的发展趋势。
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