中远海能早盘涨近6% 公司受益于规模化的油轮运力业绩弹性显著

新浪港股

01/26

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　中远海能（01138）早盘股价上涨5.91%，现报13.62港元，成交额1.97亿港元。

　　财通证券发布研报称，受益于规模化的油轮运力，招商轮船及中远海能业绩弹性显著。以VLCC为例，TCE每增长1万美元/天，招商轮船、中远海能年化净利润预计分别增长11亿元、9.5亿元。该行指出，复盘近十年油运景气高点，据iFinD一致预期，在盈利预测口径下，业绩上调后PE普遍能达到13-15倍，目前A股油运上市公司估值仍有一定提升空间。倘若合规市场供需进一步改善，有望进一步提升油运公司估值，同时应重视相关标的港股的折价机会。

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The company benefited from large-scale oil tanker capacity and its performance flexibility was significant","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600026":1.5,"01138":1.5},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　中远海能（01138）早盘股价上涨5.91%，现报13.62港元，成交额1.97亿港元。\n　　财通证券发布研报称，受益于规模化的油轮运力，招商轮船及中远海能业绩弹性显著。以VLCC为例，TCE每增长1万美元/天，招商轮船、中远海能年化净利润预计分别增长11亿元、9.5亿元。该行指出，复盘近十年油运景气高点，据iFinD一致预期，在盈利预测口径下，业绩上调后PE普遍能达到13-15倍，目前A股油运上市公司估值仍有一定提升空间。倘若合规市场供需进一步改善，有望进一步提升油运公司估值，同时应重视相关标的港股的折价机会。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}