金吾财讯 | 光大证券研究指，油运板块，中东湾至中国运价刷新纪录，有效运力持续收紧美伊冲突持续扰动全球油运市场，VLCC运价迎来第二轮大幅上涨。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%。霍尔木兹海峡通航受阻后，部分原油需要通过短驳、船对船过驳以及长距离绕航完成运输，船舶等待和周转时间随之增加，可执行航次数量减少。该机构认为，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。
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