智通财经APP获悉，中远海能(01138)涨超5%，截至发稿，涨5.42%，报11.09港元，成交额2.43亿港元。
消息面上，据报道，美国能源部长赖特在迈阿密一次能源会议上阐述了特朗普政府设想的方案，即美国将无限期控制委内瑞拉石油的流通和销售，以及由此产生的收入。赖特在会上表示：“我们不会像现在这样封锁石油，而是会让市场自由流动，让石油流入美国炼油厂和世界各地，从而带来更好的石油供应。”国金证券认为，这会让原油从黑船市场向合规市场转移，利好合规市场需求，且拉长油运运距。
国泰海通证券指出，过去一周，假期后中东美湾货盘逐步增加，有船东加大租船提高供给控制力，船东对后市预期乐观而放缓报价，中东-中国航线VLCCTCE快速回升至近6万美元。提示短期运价影响因素众多，建议关注运价中枢趋势，把握淡季市场分歧与布局时机。该行预计油运景气有望继续超预期上行，全球原油增产将继续驱动油运需求超预期增长，油轮加速老龄化与影子船队制裁将保障合规运力供给刚性持续。地缘局势将可能提供意外期权。
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