智通财经APP获悉，中远海能(01138)午前涨超5%，截至发稿，涨5.52%，报14.71港元，成交额8031.15万港元。
消息面上，中远海能拟于8月28日举行董事会会议以审批中期业绩。公司此前发布盈喜，预计上半年实现归属于上市公司股东的净利润约为45亿元，同比增长约141%。其中，Q2净利润预计约23.27亿元，环比增长约7%。
招商证券表示，中东局势紧张但双方仍保留对话窗口，实际上霍尔木兹、曼德海峡通行量均无明显改善。全球油轮货盘较少，运价上行空间受限。但中期看，如通行量恢复，油轮运价仍有较大上行空间。国泰海通证券指出，实业界认为下半年海峡或难完全恢复，但2027年初恢复仍将可期。
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