异动解读｜中远海能盘中下跌3.08%，中东出口通道逐步恢复叠加前期涨幅过大引发获利回吐

行情直击09-28 15:08

9月28日，中远海能盘中下跌3.08%，报18.9港元，成交额3.27亿港元。此前两个月该股累计涨超80%，短期获利回吐压力持续释放。

消息面上，中东原油出口正在逐渐恢复，海峡暗航货量已达1100万桶/日水平，沙特管道亦开始逐渐修复，市场对绕行溢价回落的担忧加剧，成为油运板块最大分歧点。尽管VLCC运价仍维持高位，但机构指出当前处于历史极端水平，运价随地缘局势缓和存在较大回落风险，周期性特征显著。摩根大通近日重申"增持"评级，建议趁回调买入，指出在日均10万美元基准下H股市盈率约11倍，盈利仍有上行空间，但短期市场情绪偏谨慎。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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