金吾财讯 | 中远海能(01138)震荡走强,截至发稿,涨5.23%,报17.1港元,成交额4498万港元。中信建投证券韩军等指出,油运行业正形成供需共振的完美风暴,VLCC租金创历史级涨幅,1月30日中东至中国航线租金环比涨62%至12.25万美元/天。供给侧受欧美对影子船队制裁升级影响,VLCC中约16%受限,老旧船拆解加速;需求侧OPEC增产、中国补库存及贸易线路重构推升吨海里需求。建议重视...
Source Link金吾财讯 | 中远海能(01138)震荡走强,截至发稿,涨5.23%,报17.1港元,成交额4498万港元。中信建投证券韩军等指出,油运行业正形成供需共振的完美风暴,VLCC租金创历史级涨幅,1月30日中东至中国航线租金环比涨62%至12.25万美元/天。供给侧受欧美对影子船队制裁升级影响,VLCC中约16%受限,老旧船拆解加速;需求侧OPEC增产、中国补库存及贸易线路重构推升吨海里需求。建议重视...
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