智通财经APP获悉，中远海能(01138)盘中涨超4%。截至发稿，涨2.60%，报19.35港元，成交额4.50亿港元。
消息面上，霍尔木兹海峡封锁已进入第七个月，中东产油国正通过一套船对船(STS)转运系统维持石油出口，船舶等待和周转时间随之增加，可执行航次数量减少。中东湾至中国运价刷新纪录。9月15日，中东湾至中国TD3C航线TCE达到109.9万美元/天，较9月初约70万美元/天上涨超过50%；9月16日，中国进口原油运价综合指数达到14575.03点，较9月初上涨约83%。
光大证券认为，海峡通行受阻、过驳环节增加及部分航线绕行正在降低船队周转效率，短期内地缘风险尚未消退，叠加四季度原油运输需求季节性回升，VLCC运价有望维持高位。建议关注油轮运力占比较高、受益于运价上行的中远海能、招商轮船。
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