港股异动 | 中远海能(01138)再跌超6% 海峡不确定性仍存 波斯湾公开货盘较少致导运价高波动

智通财经
Jul 07

智通财经APP获悉,中远海能(01138)再跌超6%,截至发稿,跌6%,报13.48港元,成交额1.17亿港元。

消息面上,据报道,伊朗伊斯兰革命卫队向数艘通过霍尔木兹海峡的商船发射了至少两枚导弹。两艘商船被击中且受损严重,无人员伤亡。多方消息显示,当前霍尔木兹海峡商业航运正逐步恢复,但海峡的通行状况仍有很大的不确定性,运输能力、航运效率和市场信心远未恢复至冲突前水平,

长江证券指出,受VLCC TD3C TCE回落及海峡船舶遇袭影响,油轮股再次回调至重置成本水平,当前中远海能H股和A股仅为重置成本0.8和1.1倍。海峡通航流量爬坡,市场观望情绪浓厚,VLCC波斯湾公开货盘较少致TD3C运价高波动。建议淡化短期运价波动,基本面并无隐忧。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10