异动解读|中远海能盘中上涨3.01%,大摩重申增持叠加VLCC运价飙升

行情直击
Sep 21

9月21日,中远海能盘中上涨3.01%,报19.84港元,成交额1.9亿港元。消息面上,摩根士丹利近日重申中远海能"增持"评级,维持目标价26港元,预计受惠运价及利用率提升,公司第三季盈利将按季改善。

运价方面,中东地缘局势持续升级,沙特东西原油管道遇袭关闭,中东原油海陆外运通道同时中断,TD3C中东—中国航线TCE逼近百万美元/天关口,VLCC运价持续刷新高位。此外,贝莱德近期将中远海能H股持仓比例上调至6.63%,机构资金动向亦对市场情绪形成支撑。公司上半年营收151.46亿元,同比增长30.03%,净利润45.45亿元,同比增长143.21%,基本面表现强劲。

(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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