异动解读|中远海能盘中下跌3.11%,油运供过于求叠加海运板块集体走弱延续跌势

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5月28日,中远海能盘中下跌3.11%,报16.22港元/股,成交额1.36亿港元,延续近日弱势。

消息面上,霍尔木兹海峡封锁缺乏实质性突破,海峡通行量维持低位,油运市场整体呈供过于求格局,叠加当前正处行业淡季,VLCC呈现船多货少,3至5月合计货盘同比下降54%。港股港口及海运板块集体低迷,全球运价自高位回落,法国达飞集团一季度净利润同比暴跌77.7%,赫伯罗特一季度由盈转亏,行业景气度承压明显。此外,公司近期公告对子公司增资10.18亿元用于建造VLCC及阿芙拉型原油轮,资本开支扩张亦引发市场对未来现金流的担忧。

(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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