智通财经APP获悉，中远海能(01138)涨超4%，截至发稿，涨4.08%，报18.89港元，成交额1.84亿港元。
消息面上，春节假期VLCC运价持续上涨，创近10年最高水平。根据华创证券，截至2026年2月20日，克拉克森VLCC-TCE收于14.2万美元/天，周环比增长24.5%；其中，中东-中国航线收于15.7万美元/天，周环比增长26%。一年期VLCC期租价格也继续涨至9.25万美元/天，周环比增长28.5%。该行认为，地缘风险溢价+长锦大举“扫货”+制裁强化，VLCC市场正面临近乎空前的高涨情绪。
地缘方面，据央视网2月23日消息，就在美伊释放谈判信号的同时，美国对伊朗展开军事打击的风险依然存在。另据报道，美媒援引美国中央情报局前情报人员的话称，美国可能在2月23日或2月24日对伊朗发动军事打击。
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