智通财经APP获悉，德翔海运(02510)午前涨超18%，截至发稿，涨14.59%，报8.52港元，成交额1.56亿港元。
消息面上，近日，伊朗和以色列互袭持续，全球石油运输的“大闸”霍尔木兹海峡命运备受市场高度关注。据央视新闻报道，伊朗封锁霍尔木兹海峡最方便的手段是在最狭窄处部署海雷。此外，伊朗也有能力动用无人机和导弹袭击过往船只，迫使船只改道。
中金认为，短期红海和波斯湾航行风险提升，油运船舶或采取防御态度，目前看对中东出货量的影响有待观察，但考虑到地缘政治变化不确定性以及油价上涨可能性，运价或出现快速上涨，上周VLCC运价上行已有体现。近期伊以冲突加剧中东紧张局面，短期或推动航运市场风险溢价上行。
申万宏源指出，中东股东赋能“一带一路”沿线的印巴和中东航线业务拓展，进一步提升德祥海运竞争力与成长性。第二大股东Sharafuddin先生作为中东地区最大的航运公司之一SharaShipping Agency的创始人，其与德翔海运的业务合作为德翔海运奠定了良好的本土资源基础，预计中东、印巴航线等将成为公司未来业绩进一步驱动的增长动力。
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