港股异动 | 中远海能(01138)早盘涨近4% 红海局势影响持续 机构称或逐步传导至VLCC运价
中远海能(01138)早盘涨近4%，截至发稿，涨3.19%，报7.43港元，成交额1596.35万港元。
国泰君安发布报告称，红海是经苏伊士运河运输的必经之路，红海局势对航运安全与运输效率影响显著。该行指出，与集运定期班轮模式不同，油运为不定期单船模式，因而未有公告，预计亦对效率有所影响。根据Kpler统计，2023年原油和成品油经苏伊士运河的海运量分别占全球海运量的8%和12%。若红海局势影响持续，或将影响效率而致小型油轮运价上升，并可能导致部分贸易绕行好望角而逐步传导至VLCC运价。
华创证券表示，本次事件或明显增加保险费率、绕行成本等货轮成本，建议近期关注该区域形势及运价走势。参考过往苏伊士运河堵塞复盘，原油、成品油运价反应更为明显。考虑船只绕行好望角，运距拉长，远距离运输的VLCC或受益，推荐中远海能。此外成品油运输在21年堵塞事件中，运价反应最为显著。
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