智通财经APP获悉，中远海能(01138)早盘涨超7%。截至发稿，涨6.60%，报21.64港元，成交额3.67亿港元。
消息面上，PIF Energy首席执行官表示，该公司正斥资20亿美元收购15艘老旧超级油轮，穿越高风险的霍尔木兹海峡运送中东原油。这一举动发生在全球柴油短缺持续加剧、油轮运费飙升至历史极值的背景下，凸显出市场对稀缺运力的极度渴求。
长江证券指出，假期期间，沙特重启东西管道、印度西岸库奇湾开始VLCC过驳作业、Suezmax运费跳涨。事件背后反映了中东原油出口规模恢复，但效率损失或不可逆。多因素共振下，VLCC运费创历史新高，同时在“国油国运”保障体系下，国内龙头油运企业具备稳健兑现高景气的能力。
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