中信建投研报称，国际油运行业整体运行态势向好。一是结构性供给格局优化，韩国长锦商船（Sinokor）等大型航运企业优化运力投放节奏，改变传统淡季市场竞争格局；二是制裁措施带来放大效应，影子船队运营规模收缩，合规超大型油轮（VLCC）运力供给趋于紧张；三是原油运输需求好于预期，中国战略性采购叠加亚洲炼厂采购结构调整，吨海里（tonnemile）需求保持增长；四是长距离航线与地缘因素形成支撑，中东至...
Source Link中信建投研报称，国际油运行业整体运行态势向好。一是结构性供给格局优化，韩国长锦商船（Sinokor）等大型航运企业优化运力投放节奏，改变传统淡季市场竞争格局；二是制裁措施带来放大效应，影子船队运营规模收缩，合规超大型油轮（VLCC）运力供给趋于紧张；三是原油运输需求好于预期，中国战略性采购叠加亚洲炼厂采购结构调整，吨海里（tonnemile）需求保持增长；四是长距离航线与地缘因素形成支撑，中东至...
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