金吾财讯 | 港口运输股整体上扬，截至发稿，中远海能（01138）涨4.73%，秦港股份（03369）涨3.89%，中远海发（02866）涨2.91%，中远海控（01919）涨2.20%，辽港股份（02880）涨1.54%，东方海外国际（00316）涨1.04%。消息面上，据Clarksons数据，第三季度VLCC平均收益达到277,995美元/天，进入10月初后部分航线收益已经超过160万美元/天。中信证券表示，3Q26交运物流板块的业绩预测延续景气度分化，周期范式重塑驱动油运、集运释放利润弹性，油运主要矛盾再迎驱动，继续推荐受益原油轮国庆后即期价格新一轮冲高的标的。同时关注G7释放原油和柴油战略库存效果，裂解价差维持高位、季节性需求上行叠加跨区运输预计推动成品油运输需求上行的公司。集运方面，船东利润涨幅有望成为估值端再次催化的关键变量，继续推荐布局红海叙事重估&稳健现金流锁定高分红的公司。
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