智通财经APP获悉，中远海能(01138)再跌超4%，截至发稿，跌3.5%，报6.62港元，成交额1.7亿港元。
消息面上，据财联社报道，俄美代表第二轮会谈将在利雅得举行，媒体报道称将于周二举行。据称美俄的和平计划分三个阶段，可能包括：停火协议、乌克兰新选举、签署和平协议。近期市场预期俄乌和谈或将加速。
国泰君安指出，俄乌冲突自2022年初爆发，导致欧美对俄制裁，并引发全球油运贸易重构，驱动油运航距拉长需求大增景气上升。市场担忧俄乌和谈将导致贸易重构回退与油运景气回落。根据该行近期与业界广泛交流，业界认为俄乌和谈对油运影响或将相对有限，较资本市场更为乐观。
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