中远海能(01138)今日盘中股价大幅上涨10.99%，引起了市场的广泛关注。
消息面上，近期中东地缘政治局势紧张，伊朗宣布关闭霍尔木兹海峡航道，导致国际油轮运价经历一轮罕见的快速拉升。波罗的海交易所数据显示，VLCC TD3C航线等价期租租金创下2020年4月以来新高。业内分析指出，地缘政治风险带来的战争保险溢价与航线绕行，是运价快速抬升的直接推手，而全球原油贸易流向重构，则是更深层的结构性变量。由于中远海能的核心业务为油运，其中外贸原油及外贸成品油运输业务贡献主要盈利弹性，因此公司直接受益于当前油运市场的旺盛景气度与运价上涨预期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.