智通财经APP获悉，中远海能(01138)午后跌超6%，截至发稿，跌5.56%，报6.46港元，成交额6756.87万港元。
消息面上，中远海能发布年度财报，营业额231.33亿人民币，同比增加2.6%；纯利40.38亿元，同比增长19.5%。国信证券指出，公司业绩表现偏弱，原油运输是主要的拖累项，一方面因为全球经济表现疲软导致OPEC+减产，原油运输需求下降；另一方面是2024下半年俄油、伊朗油等低成本黑市油更受青睐，挤压了合规油的运输需求，结构化问题显著。
华泰证券指出，24年国际油运市场前高后低，2H24运价环比下滑，主因全球宏观需求偏弱以及OPEC+持续减产影响。公司宣布年末每股派息0.21元，对应全年分红率50.8%。展望25年，伴随国内需求逐步回暖叠加OPEC+宣布自4月起增产，预计25年国际原油及成品油运价同比将增长，推升公司盈利。另一方面，地缘事件存在较多不确定性，市场预期差大，公司盈利具有较大弹性。
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