金吾财讯 | 中远海能(01138)开盘高走，每股报20.18港元，涨幅5.05%，成交额2.18亿港元。消息面上，本周，随着美伊冲突持续，霍尔木兹海峡持续封锁，油运板块受运输需求受损而下跌，集运板块由于红海复航进一步推迟，叠加风险溢价提升，船东纷纷宣涨，利好集运板块；同时，霍尔木兹海峡的封锁提升全球传统能源稀缺性，新能源设备运输需求提升。国海证券研究认为，油运战略价值凸显，中国船队价值将超预期。未来关注灰色市场变化，有望成就超高景气且可持续，将提供业绩估值双重空间。
金吾财讯 | 中远海能(01138)开盘高走，每股报20.18港元，涨幅5.05%，成交额2.18亿港元。消息面上，本周，随着美伊冲突持续，霍尔木兹海峡持续封锁，油运板块受运输需求受损而下跌，集运板块由于红海复航进一步推迟，叠加风险溢价提升，船东纷纷宣涨，利好集运板块；同时，霍尔木兹海峡的封锁提升全球传统能源稀缺性，新能源设备运输需求提升。国海证券研究认为，油运战略价值凸显，中国船队价值将超预期。未来关注灰色市场变化，有望成就超高景气且可持续，将提供业绩估值双重空间。
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