异动解读｜中远海能盘中下跌3.11%，油运供过于求叠加资本开支持续扩张延续跌势

行情直击06-03

6月3日，中远海能盘中下跌3.11%，报14.54港元/股，成交额3367.19万港元，延续近日连续回调走势。消息面上，油运市场整体供过于求，VLCC船多货少，3至5月合计货盘同比下降54%，中东闲置运力重返市场加剧运价承压。

公司6月2日公告子公司签署4艘17.5万立方米LNG船建造合同，投资总额64.45亿元，叠加此前10.18亿元VLCC增资及8亿元LR2租赁合同，资本开支持续扩张引发市场对未来现金流的担忧。机构方面，美银将多头持仓由5.91%降至3.52%，摩根大通亦减持好仓84.15万股，机构抛压进一步拖累股价。

（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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