异动解读|中远海能盘中上涨3.21%,国际油价高位运行叠加机构看好Q3业绩弹性

行情直击
Jul 30

7月30日,中远海能盘中上涨3.21%,报14.17港元,成交额6867.28万港元,延续近期超跌修复走势。

消息面上,国际油价持续高位运行,布伦特原油突破94美元/桶,美伊冲突升级致霍尔木兹海峡通航量骤降,油运地缘风险溢价显著抬升。机构方面,华源证券维持"买入"评级,认为地缘利空逐步出清后公司业绩弹性可期,Q3业绩有望环比大幅提升。基本面上,公司上半年归母净利润预增约141%至45亿元,油运市场高景气延续叠加供给偏紧格局,为股价修复提供支撑。

(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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