航运股普涨中远海发(02866)涨5.83% 战争风险溢价推高油运、集运运价

金吾财讯

Mar 03

金吾财讯 | 航运股普涨，截至发稿，中远海发(02866)涨5.83%，中远海能(01138)涨6.15%，德翔海运(02510)涨3.54%，中远海控(01919)涨1.42%，东方海外国际(00316)涨1.30%。消息面上，华泰证券表示，当地时间2月28日，美国联合以色列对伊朗发动大规模联合空袭。截至3月1日，双方交火持续升级，霍尔木兹海峡、曼德海峡及红海航线安全风险急剧攀升，航线运力被迫重新部署和调配，航运保险费用大幅上涨。市场对全球能源及贸易供应链中断的担忧持续加剧，战争风险溢价持续释放，油运、集运、散货各板块运价或将迎来大幅跳涨。该机构指，整体，中东局势升级在短期将大幅抬升全球航运价格，各子板块均受益。该机构认为，若冲突持续时间较长，对全球供应链扰动越大，运价涨幅或将持续。基本面看，年初至今，油运市场持续走强主因委内瑞拉/伊朗/俄罗斯地缘事件（1.1-2.28日，VLCC中东至中国航线运价均值同比上涨183%）。美国及欧盟持续加大对油轮制裁，导致合规市场运力极度紧缺，大幅推升运价。截至2月底，全球约16%油轮船舶为制裁船，较2024年同期的6%大幅增加。因此，该机构认为合规运力不足是推动油轮运价持续走高的内因。集运/干散短期受风险溢价影响较大，运价有望大幅走高；中长期运价走势需关注扰动持续时间。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n航运股普涨 中远海发(02866)涨5.83% 战争风险溢价推高油运、集运运价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-03-03 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 航运股普涨，截至发稿，<a href=\"https://laohu8.com/S/601866\">中远海发</a>(02866)涨5.83%，<a href=\"https://laohu8.com/S/600026\">中远海能</a>(01138)涨6.15%，<a href=\"https://laohu8.com/S/02510\">德翔海运</a>(02510)涨3.54%，<a href=\"https://laohu8.com/S/601919\">中远海控</a>(01919)涨1.42%，<a href=\"https://laohu8.com/S/00316\">东方海外国际</a>(00316)涨1.30%。消息面上，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，当地时间2月28日，美国联合以色列对伊朗发动大规模联合空袭。截至3月1日，双方交火持续升级，霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>、曼德海峡及红海航线安全风险急剧攀升，航线运力被迫重新部署和调配，航运保险费用大幅上涨。市场对全球能源及贸易供应链中断的担忧持续加剧，战争风险溢价持续释放，油运、集运、散货各板块运价或将迎来大幅跳涨。该机构指，整体，中东局势升级在短期将大幅抬升全球航运价格，各子板块均受益。该机构认为，若冲突持续时间较长，对全球供应链扰动越大，运价涨幅或将持续。基本面看，年初至今，油运市场持续走强主因委内瑞拉/伊朗/俄罗斯地缘事件（1.1-2.28日，VLCC中东至中国航线运价均值同比上涨183%）。美国及欧盟持续加大对油轮制裁，导致合规市场运力极度紧缺，大幅推升运价。截至2月底，全球约16%油轮船舶为制裁船，较2024年同期的6%大幅增加。因此，该机构认为合规运力不足是推动油轮运价持续走高的内因。集运/干散短期受风险溢价影响较大，运价有望大幅走高；中长期运价走势需关注扰动持续时间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1166","symbol_name":"石油与天然气的储存和运输","start_time":0,"source_url":"1975769","article_id":"2616991083","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210810/NTRmYzVmNDdmYzg0MjRhYWE5NzljZDI3ZDUxMDYzNjE2NzY4MDQ=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616991083","pubTimestamp":1772504409,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 航运股普涨，截至发稿，中远海发 涨5.83%，中远海能涨6.15%，德翔海运涨3.54%，中远海控涨1.42%，东方海外国际涨1.30%。消息面上，华泰证券表示，当地时间2月28日，美国联合以色列对伊朗发动大规模联合空袭。市场对全球能源及贸易供应链中断的担忧持续加剧，战争风险溢价持续释放，油运、集运、散货各板块运价或将迎来大幅跳涨。美国及欧盟持续加大对油轮制裁，导致合规市场运力极度紧缺，大幅推升运价。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601866":"中远海发","BK1166":"石油与天然气的储存和运输","01138":"中远海能","02866":"中远海发","BK0011":"上海自贸区","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","BK1535":"港口运输股","BK1124":"贸易公司与经销商","BK0010":"央企","SG9999002950.SGD":"United Asian Growth Opportunities SGD","01919":"中远海控","SG9999014674.SGD":"Nikko AM All China Equity A SGD","00316":"东方海外国际","BK1103":"海运","BK0020":"浦东新区","BK1505":"一带一路","02510":"德翔海运","BK0006":"大央企重组","BK0183":"MSCI概念","BK0270":"水上运输","BK0188":"融资融券","BK0102":"重组","BK0012":"证金概念","BK0028":"国家队"},"translate_title":"Shipping stocks generally rose, COSCO SHIPPING Development (02866) rose 5.83%, and the war risk premium pushed up oil and container freight rates","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601866":1.5,"01138":0.9,"01919":0.9,"02510":0.9,"00316":0.9,"02866":1.5},"content_text":"金吾财讯 | 航运股普涨，截至发稿，中远海发(02866)涨5.83%，中远海能(01138)涨6.15%，德翔海运(02510)涨3.54%，中远海控(01919)涨1.42%，东方海外国际(00316)涨1.30%。消息面上，华泰证券表示，当地时间2月28日，美国联合以色列对伊朗发动大规模联合空袭。截至3月1日，双方交火持续升级，霍尔木兹海峡、曼德海峡及红海航线安全风险急剧攀升，航线运力被迫重新部署和调配，航运保险费用大幅上涨。市场对全球能源及贸易供应链中断的担忧持续加剧，战争风险溢价持续释放，油运、集运、散货各板块运价或将迎来大幅跳涨。该机构指，整体，中东局势升级在短期将大幅抬升全球航运价格，各子板块均受益。该机构认为，若冲突持续时间较长，对全球供应链扰动越大，运价涨幅或将持续。基本面看，年初至今，油运市场持续走强主因委内瑞拉/伊朗/俄罗斯地缘事件（1.1-2.28日，VLCC中东至中国航线运价均值同比上涨183%）。美国及欧盟持续加大对油轮制裁，导致合规市场运力极度紧缺，大幅推升运价。截至2月底，全球约16%油轮船舶为制裁船，较2024年同期的6%大幅增加。因此，该机构认为合规运力不足是推动油轮运价持续走高的内因。集运/干散短期受风险溢价影响较大，运价有望大幅走高；中长期运价走势需关注扰动持续时间。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}