异动解读｜中远海能盘中下跌3.04%，中东出口通道修复预期叠加前期涨幅过大引发获利回吐延续

行情直击09-29 10:25

9月29日，中远海能盘中下跌3.04%，报18.18港元，成交额6485.18万港元，延续前一交易日跌势。

消息面上，中东原油出口正逐步恢复，海峡暗航货量已达1100万桶/日水平，沙特管道亦开始修复，市场对绕行溢价回落的担忧持续加剧，成为油运板块核心分歧点。此前两个月该股累计涨超80%，短期获利回吐压力仍在释放。尽管VLCC运价维持高位，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。此外，贝莱德近期多次减持中远海能H股，持股比例从8.62%降至5.68%，机构调仓信号加重短期抛压。公司上半年营收150.79亿元，同比增长30.26%，经调整净利润45.56亿元，同比大增140.58%，基本面表现稳健。

（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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