港股异动 | 中远海能(01138)涨超4% 定增落地提升未来运力规模 公司国际航运竞争战略价值凸显

智通财经
Oct 20

智通财经APP获悉,中远海能(01138)涨超4%,截至发稿,涨3.96%,报9.7港元,成交额8966.57万港元。

消息面上,华源证券指出,10月15日,根据中远海能公告,公司2025年向特定对象发行A股股票已完成,最终发行694,444,444股,发行价11.52元/股,募集资金总额7,999,999,994.88元(净额7,979,510,279.32元);发行对象共7家,含间接控股股东中远海运集团(认购347,222,222股,占50.0%,限售18个月)及国家绿色发展基金、国新发展等6家机构。本次募投资金将用于建造6艘VLCC、2艘LNG运输船及3艘阿芙拉型原油轮,有望助力船队结构优化与清洁能源布局,保障公司未来运力规模和市场竞争力。

该行续指,行业基本面上看,OPEC+自4月起加速增产,9月产量配额或提升220万桶/日,增产落地有望推动原油价格下行、加速炼厂淡季补库,进一步提振原油贸易需求,为油运市场注入动能此外,美国对中国船司和中国建造船舶加收港口服务费后,我国依规征收涉美船舶“特别港务费”反制。在此背景下,中远海能等中国航运企业战略价值凸显,有望在国际航运竞争中把握主动,为业绩稳健增长再添保障。

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