港股异动 | 中远海能(01138)涨超3% 大摩指地缘政治动态背景下 对合法油轮需求正在上升

智通财经
Jan 07

智通财经APP获悉,中远海能(01138)涨超3%,截至发稿,涨3.41%,报9.98港元,成交额3264.5万港元。

消息面上,据第一财经报道,雪佛龙预订的一小批船只正准备驶向委内瑞拉。在委内瑞拉总统马杜罗被美国军队俘虏之后,该公司成为了该国石油的唯一出口商。数据显示,这家美国石油巨头租用的至少11艘油轮计划于本月抵达委内瑞拉政府控制的何塞港和巴霍格兰德港。该数据为初步统计,与去年12月的9艘船只数量相比有所增加,也是自10月以来的最高值,当时有12艘油轮在此装载货物。

大摩发布研报称,认为中远海能股价在未来30天内将出现绝对上涨,因为该股近期已经历了回调,使得其短期估值更具吸引力。大摩指出,在地缘政治动态下,对合法油轮的需求正在上升,估计这一情景发生的概率约为70%至80%或“极有可能”。

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