异动解读|中远海能盘中上涨3.15%,机构研报看好Q3业绩继续上行叠加超跌修复延续

行情直击
Jul 24

7月24日,中远海能盘中上涨3.15%,报13.78港元,成交额6099.98万港元,延续近日超跌反弹走势。

消息面上,国泰海通7月23日发布研报指出,公司Q2归母净利润约23亿元,同比翻倍,环比增长7%,Q3业绩有望继续上行。研报认为VLCC核心航线TCE仍超10万美元/天,显著高于过去二十年运价中枢,油轮供给刚性下高景气将持续数年。此前公司临时股东大会已高票通过卡塔尔能源二期项目担保议案,业务扩张信号提振市场信心。尽管摩根大通于7月17日减持约660万股,好仓比例降至5.73%,但上半年归母净利润预增约141%的基本面支撑下,短期超跌修复动能持续释放。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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