智通财经APP获悉，中远海能(01138)再涨超5%，截至发稿，涨5.31%，报12.69港元，成交额1.4亿港元。
消息面上，根据克拉克森，随着局势愈发紧张，原油价格大幅走高，同时VLCC中东线WS连续多日上涨，环比提升至88，对应TCE达到6万美元/日以上。
中银证券发布研报称，伊朗局势紧张使霍尔木兹海峡风险溢价快速上升，VLCC日收益一周翻倍至6.8万美元，航道目前正常但市场已提前反映担忧；委内瑞拉出口骤降迫使中国买家转向中东和巴西采购重质油，长航线需求增加，油轮运费短期获得支撑，后续走势取决于制裁是否放松。
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