智通财经APP获悉，中远海能(01138)再涨超7%，截至发稿，涨4.48%，报17.97港元，成交额3912.63万港元。
消息面上，据报道，美军在约旦、沙特、巴林、阿联酋等多国部署了战机、预警机和无人机等力量。此外，美国总统特朗普正考虑对伊朗实施一次“有限规模”的军事打击，以迫使其接受美国提出的核协议要求。值得注意的是，此前有报道称，美国考虑扣押涉伊朗油轮以施压。
国泰海通证券发布研报称，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。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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