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中远海能(01138)早盘涨逾8%,截至发稿,股价上涨7.82%,现报19.45港元,成交额4.15亿港元。
据国泰海通,上周海峡通行船舶环比增长3%,为2月日均通行量的14%,其中VLCC通行环比增长13%。上周VLCC TCE大幅上涨,其中,中东TD3C航线跳升至近50万美元/天,延布亦实现了23万美元/天的成交,美湾上涨近三成达15万美元/天,西非大涨超八成达17万美元/天。该行认为,中期来看,若海峡通行,油运产能利用率将重回高位,长期来看,若伊朗石油制裁取消,油运合规市场将成就超高景气且可持续数年,提供业绩估值双重空间。
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