港股异动 | 中远海能(01138)现涨超4% 油价波动短期影响贸易节奏 机构看好运价中枢上升且弹性增大
中远海能(01138)现涨超4%，截至发稿，涨4.52%，报9.25港元，成交额7789.86万港元。
国泰君安指出，原油油运方面，假期影响贸易节奏，且近期租家私下成交打压情绪，中东-中国VLCCTCE略降至3.8-3.9万美元。成品油运方面，MRTCE略降至3.3-3.4万美元。市场预期伊朗行动或将加剧中东局势紧张，对油价与红海影响或将持续。而OPEC近日预测夏季燃料消费将十分强劲，全年将继续增长。
该行指出，油价波动或将继续短期影响贸易节奏，不改石油消费韧性与未来数年油运供需向好趋势。油运业产能利用率已近阈值，运价中枢上升且弹性增大，建议放低短期波动关注中枢趋势。年初以来油运板块涨幅显著，油运超级牛市将提供业绩估值双重空间。
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