智通财经APP获悉，中远海能(01138)涨超5%，截至发稿，涨5.23%，报17.1港元，成交额4248.64万港元。
消息面上，国泰海通证券认为，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。提示船东情绪仍将可能持续影响短期运价，我们建议关注运价中枢同比上升趋势，预计2026Q1油轮盈利将同比大增数倍。重点提示油运不是短炒地缘局势，而是具有“超级牛市”长逻辑。该行看好全球原油增产继续驱动油运需求增长，油轮加速老龄化将保障合规运力供给刚性持续。关注灰色市场变化，地缘局势或将提供供需意外期权。
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