《股市简讯》A股航运股上扬、中远海能和招商轮船涨停,近期VLCC运价创新高

路透中文
Feb 25
《股市简讯》A股航运股上扬、<a href="https://laohu8.com/S/600026">中远海能</a>和<a href="https://laohu8.com/S/601872">招商轮船</a>涨停,近期VLCC运价创新高

* 中国股市航运板块周三走强,中远海能600026.SS、招商轮船601872.SS等多股涨停,美伊僵持之下近期VLCC(超大型原油运输船)运价创新高。

* 中远海发601866.SS涨停,招商南油601975.SS一度涨停,早盘收升7.7%;中远海能1138.HK中远海发2866.HK港股分别一度飙升11%和8.7%。

* 招商证券周二研报称,近期VLCC运价创新高,展望未来多重利好仍在持续兑现,建议重视油轮弹性。

截至2月23日,VLCC中东运价17.6万$/天,运价呈现跳涨态势。目前2月下旬货盘基本完成,船东挺价意

愿强;美伊谈判分歧仍未解决,霍尔木兹海峡航道风险维持,运价坚挺。头部玩家快速提升市占率或改变行

业定价逻辑,预计油轮仍有较大弹性空间。(完)

更多股市简讯请点选CN-CMN-HOT

(发稿 宿泱韫;审校 杨淑祯)

((jenny.su@thomsonreuters.com; +86-21-20830048;))

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