智通财经APP获悉，中远海能(01138)再涨超6%，年内累计涨幅已接近80%。截至发稿，涨6.48%，报17.25港元，成交额8215.46万港元。
消息面上，据新华社报道，美国政府官员正考虑扣押运输伊朗石油的油轮，以对伊朗施压，但美方也担心此举可能引发伊朗的报复行动。报道说，今年已有超过20艘运输伊朗石油的船只被美国财政部制裁，使其成为可能的扣押目标。
国泰海通证券发布研报称，自2025年8月，原油增产与俄油制裁趋严，驱动油轮产能利用率高企，油运运价中枢显著上升且运价弹性增大。2026年以来地缘局势紧张，船东情绪高涨，且有海外船东加大租船控制市场，近期油运运价维持高位。上周中东-中国VLCCTCE维持在12万美元以上高位。提示船东情绪仍将可能持续影响短期运价，该行建议关注运价中枢同比上升趋势，该行预计2026Q1油轮盈利将同比大增数倍。
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