智通财经APP获悉，中远海能(01138)盘中跌超9%，截至发稿，跌6.98%，报17.87港元，成交额5.08亿港元。
消息面上，据上海航交所公众号消息，本周VLCC市场中东航线在霍尔木兹海峡通航受限的背景下，海湾原油出口依旧维持在低位，整体公开成交有限，可执行装港仅有少数私下成交流出，中东地缘局势依然缺乏实质性突破，美伊谈判核心分歧始终存在，局势进一步升级的预期升温。目前，整体船位供应较宽松，整体市场下行压力有所增加。
国信证券指出，现阶段，霍尔木兹海峡通行量仍然维持在低位水平，在海峡封锁的背景下，油运市场整体属于供过于求的格局，且当下正处淡季，油运运价的震荡态势已属稳健。该行认为，目前油运运价仍然处于底部支撑位。海峡短期恢复通行，原油抢运需求叠加长锦商船运力控制，有望驱动运价短期快速冲高。
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