中远海能盘中涨超5% 高盛给予“买入”评级

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  中远海能(01138)盘中涨超5%,截至发稿,股价上涨3.86%,现报20.46港元,成交额3.975亿港元。

  高盛发布研报称,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)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130亿元及110亿元人民币,隐含股本回报率分别为23%及19%; 中远海能H股及A股目标价分别大升81%及78%,至各29港元及32元人民币,给予“买入”评级。

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