异动解读|中远海能盘中下跌3.74%,霍尔木兹海峡疏散行动暂停叠加油价走弱延续回调

行情直击
Jun 29

6月29日,中远海能盘中下跌3.74%,报15.95港元,成交额6491.4万港元。该股此前因霍尔木兹海峡重开预期累计大涨逾20%后,已连续多日回调。

消息面上,有货船在阿曼湾遭袭,霍尔木兹海峡疏散行动暂停,市场对海峡全面恢复通航的节奏产生疑虑。同时,海岬型船运价持续走弱,油价下行削弱航运企业运费附加费上调动力,行业供需阶段性宽松压制运价走势。此前东方证券指出,海峡恢复至正常水平并非一蹴而就,通行方式、安全、费用等核心因素仍悬而未决,合规船东态度依然谨慎。

(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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