智通财经APP获悉，中远海能(01138)早盘涨超9%，截至发稿，涨6.62%，报7.57港元，成交额1.98亿港元。
消息面上，当地时间6月21日，美国总统特朗普在社交媒体发文称，美国已完成对伊朗福尔多、纳坦兹和伊斯法罕三处核设施的袭击。此外，伊朗议会国家安全委员会委员库萨里表示，伊朗议会已得出结论，认为应关闭霍尔木兹海峡，但最终决定权在伊朗最高国家安全委员会手中。
国泰海通证券指出，随以色列伊朗冲突升级，中东-中国VLCCTCE自2.5万美元飙升至6.4万美元。据国际船舶网，2025年6月17日两艘油轮在霍尔木兹海峡附近相撞，或加剧局部市场紊乱。该行认为，短期地缘局势仍较多不确定，大概率将影响伊朗原油出口，或利好油运合规市场供需改善。未来两年油轮供给刚性持续，原油增产将保障油运需求持续增长，油运供需将继续向好，且具油价下跌期权。股息支持估值下限，风险收益比吸引。
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