中远海能(01138)早盘涨超7%,截至发稿,股价上涨5.71%,现报6.29港元,成交额3016.88万港元。
华源证券此前指出,4月OPEC+增产计划按预期启动并实现超预期增产。随着后续增产计划逐步落地,或持续推动原油价格下跌。原料端成本下移扩大炼厂利润空间,加速炼厂补库,或提振原油进口需求,利好油运市场需求面。供给方面,VLCC船队老龄化叠加新船交付有限,难补老船缺口,运力增幅不及预期。此外,需求向好叠加运力收缩,VLCC运价有望持续走强。
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