中远海能盘中涨近8% 短期油运运价有望实现大幅冲高

新浪港股
Jul 03
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  中远海能(01138)盘中涨近8%,截至发稿,股价上涨3.26%,现报14.24港元,成交额9963.21万港元。

  国信证券指出,最近一周由于海峡恢复逐步恢复通行,中东随着实盘成交逐渐增多导致虚高运价开始向下收敛,而同时西向压载运力开始东移,中东高运价运价外溢至美湾和西非,致使最近一周美湾- 中国和西非-中国的 VLCC 核心航线运价环比上涨显著。该行指出,短期随着霍尔木兹海峡恢复正常,由于供应链紊乱以及抢油效应,短期油运运价有望实现大幅冲高。

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