金吾财讯 | 港口运输股午后走高，截至发稿，太平洋航运（02343）涨4.21%，中远海控（01919）涨3.98%，中远海能（01138）涨4.05%，东方海外国际（00316）涨2.19%，招商局港口（00144）涨1.15%，中远海发（02866）涨1.09%。消息面上，国泰海通证券研究指，未来数年船台紧张提供供给瓶颈，维持油运增持评级。中东冲突前油运已进入超级牛市。冲突期间战争风险溢价、区域紊乱与效率损失等驱动运价新高。中期海峡恢复可期，油运供需回归高位，补库与长协控盘进一步锦上添花，未来两年高盈利。同时地缘提供需求意外上行期权，且船台紧张提供供给瓶颈，该机构认为油运高景气持续性有望超预期。
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