今日盘中，中远海能（01138）股价大跌6.14%，引发市场关注。截至发稿时，该股报6.46港元，成交额6756.87万港元。
消息面上，中远海能近期发布了年度财报。公司营业额达231.33亿元人民币，同比增长2.6%；纯利40.38亿元，同比增长19.5%。尽管数据显示增长，但分析师指出公司业绩表现偏弱，主要受原油运输业务拖累。全球经济疲软导致OPEC+减产，原油运输需求下降。此外，2024年下半年俄罗斯和伊朗等低成本黑市油更受青睐，挤压了合规油的运输需求，突显了结构性问题。
展望未来，部分券商分析师认为，随着国内需求逐步回暖以及OPEC+宣布自4月起增产，预计2025年国际原油及成品油运价同比将增长，有望推升公司盈利。然而，地缘政治事件存在较多不确定性，市场预期差异较大，公司盈利仍具有较大弹性。投资者需密切关注全球经济复苏进程和原油市场变化对公司未来业绩的影响。
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