高盛研究报告指,看好目前超大型油轮的超级周期,并预期中远海能(600026.SH) A股和中远海能(01138.HK) H股股价较目前分别有36%及51%的上行空间,因考虑到运力紧张、石油补库存和贸易改道,以及超大型油轮市场集中度显著提升带来更强定价能力。该行将2026年全年超大型油轮每日TCE运价预测由8万美元上调至15万美元,将中远海能2026及2027年盈利预测分别上调81%及59%,至...
Source Link高盛研究报告指,看好目前超大型油轮的超级周期,并预期中远海能(600026.SH) A股和中远海能(01138.HK) H股股价较目前分别有36%及51%的上行空间,因考虑到运力紧张、石油补库存和贸易改道,以及超大型油轮市场集中度显著提升带来更强定价能力。该行将2026年全年超大型油轮每日TCE运价预测由8万美元上调至15万美元,将中远海能2026及2027年盈利预测分别上调81%及59%,至...
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