港股异动 | 中远海能(01138)涨超4% 油运运价波动上行 短期扰动不改油运景气周期逻辑
中远海能(01138)涨超4%，截至发稿，涨4.08%，报8.16港元，成交额7274.33万港元。
消息面上，安信证券指出，10月18日BDTITD3C运价为38495美元/天，环比上周+10982美元/天；苏伊士船型运价为54755美元/天，环比上周+21766美元/天；阿芙拉船型运价为53316美元/天，环比上周+20822美元/天。受中东局势混乱影响，VLCC运价周中有所波动，但旺季到来仍看好运价向上。
该行认为，沙特俄罗斯减产、俄油超过限价等事件属于需求端节奏扰动，不改变油轮供给端带来的景气确定逻辑。疫后需求复苏、贸易格局变化带来运距拉长、待交付运力极少、存量运力老龄化严重、船东造船意愿低的基本面仍具有较强确定性，坚定看好油轮板块投资机会。
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