金吾财讯 | 中远海能(01138)震荡走强，截至发稿，涨4.29%，报10.94港元，成交额1.56亿港元。消息面上，长江证券表示，中远海能2025 年前三季度，公司实现营业收入171.1 亿元，同比-2.6%；实现归属净利润27.2 亿元，同比-21.2%。单三季度看，公司实现营业收入54.7 亿元，同比-2.5%；实现归属净利润8.5 亿元，同比+4.4%。该机构表示，LNG运力投放增厚利润，外贸油运拐点已至。LNG运输方面，长协带来稳定收益，在手订单32艘稳定增厚利润。LPG运输方面，公司在10艘基础上公告将收购上海中远海运液化气运输公司(即1艘LPG船)，未来投用将拓展LPG收入。油轮方面，9月起，受益于OPEC+增产提振运量、印度寻求俄油替代等因素，VLCC运价大幅反弹。当前运力供给紧张逻辑持续，油运景气有望持续。
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