智通财经APP获悉，中远海能(01138)涨近4%，截至发稿，涨3.75%，报17.98港元，成交额1.51亿港元。
消息面上，暗航助力供需边际改善与船东信心，运价继续上冲高位。上周美湾与西非航线VLCC TCE再次大涨至21-22万美元，中东航线TCE飙升至70万美元。国泰海通证券认为，地缘增强油运中长逻辑，海峡恢复中期可期，油运将回归高景气且可持续，同时兼具伊朗解禁成就合规市场超高景气期权。
兴业证券指出，2026年6-8月，油轮运价维持高位：VLCC加权平均运价均值同比上涨340.99%，公司Q3业绩有望延续增长。往后看，若霍尔木兹海峡复航，欧亚炼厂补库与中东产油国去库需求有望带来油轮运输的量价齐升，并对成品油、内贸油品、LNG等板块形成充分传导。公司作为全球最大的能源航运服务商之一，有望充分受益于本轮油运上行周期。
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