中金：中东区域运力或加剧油运旺季景气行情有望持续

智通财经2025-09-26

智通财经APP获悉，中金发布研报称，8月下旬以来，油运运价持续上行，一方面因中东货盘增加，另外美洲货盘增加进一步带动中东区域运力紧张。供给端看，当前运价已经反映油运船舶紧张，中东地区船货比近期达到历史低位，而考虑到已定载船舶短期内无法返回，后续船舶供给或更加紧张；需求端看，中东用油旺季已过，OPEC+增产对于出口的传导仍会持续，且十月份OPEC+仍有小幅增产，而参考历史年份运价表现，北半球冬季对...

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中金：中东区域运力或加剧 油运旺季景气行情有望持续

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中金：中东区域运力或加剧油运旺季景气行情有望持续