港股异动 | 中远海能(01138)涨超5% 机构预计油运景气有望继续超预期上行

智通财经01-12

智通财经APP获悉，中远海能(01138)涨超5%，截至发稿，涨5.42%，报11.09港元，成交额2.43亿港元。消息面上，据报道，美国能源部长赖特在迈阿密一次能源会议上阐述了特朗普政府设想的方案，即美国将无限期控制委内瑞拉石油的流通和销售，以及由此产生的收入。赖特在会上表示：“我们不会像现在这样封锁石油，而是会让市场自由流动，让石油流入美国炼油厂和世界各地，从而带来更好的石油供应。”国金证券...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2602562219?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-12 11:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2602562219","market":"us","top_or_hot":-1,"title":"港股异动 | 中远海能(01138)涨超5% 机构预计油运景气有望继续超预期上行","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中远海能(01138)涨超5%，截至发稿，涨5.42%，报11.09港元，成交额2.43亿港元。消息面上，据报道，美国能源部长赖特在迈阿密一次能源会议上阐述了特朗普政府设想的方案，即美国将无限期控制委内瑞拉石油的流通和销售，以及由此产生的收入。赖特在会上表示：“我们不会像现在这样封锁石油，而是会让市场自由流动，让石油流入美国炼油厂和世界各地，从而带来更好的石油供应。”国金证券...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391451.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 中远海能(01138)涨超5% 机构预计油运景气有望继续超预期上行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 中远海能(01138)涨超5% 机构预计油运景气有望继续超预期上行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 11:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1391451.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中远海能(01138)涨超5%，截至发稿，涨5.42%，报11.09港元，成交额2.43亿港元。消息面上，据报道，美国能源部长赖特在迈阿密一次能源会议上阐述了特朗普政府设想的方案，即美国将无限期控制委内瑞拉石油的流通和销售，以及由此产生的收入。赖特在会上表示：“我们不会像现在这样封锁石油，而是会让市场自由流动，让石油流入美国炼油厂和世界各地，从而带来更好的石油供应。”国金证券...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391451.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1535","symbol_name":"港口运输股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1391451.html","article_id":"2602562219","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602562219","pubTimestamp":1768187031,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中远海能涨超5%，截至发稿，涨5.42%，报11.09港元，成交额2.43亿港元。消息面上，据报道，美国能源部长赖特在迈阿密一次能源会议上阐述了特朗普政府设想的方案，即美国将无限期控制委内瑞拉石油的流通和销售，以及由此产生的收入。该行预计油运景气有望继续超预期上行，全球原油增产将继续驱动油运需求超预期增长，油轮加速老龄化与影子船队制裁将保障合规运力供给刚性持续。地缘局势将可能提供意外期权。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600026":"中远海能","BK1535":"港口运输股","BK0183":"MSCI概念","BK0188":"融资融券","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK0270":"水上运输","BK0012":"证金概念","BK0020":"浦东新区","BK0028":"国家队","BK0010":"央企","01138":"中远海能","BK1166":"石油与天然气的储存和运输"},"translate_title":"Changes in Hong Kong stocks | COSCO SHIPPING Energy (01138) rose more than 5% Institutions predict that the oil shipping boom is expected to continue to rise beyond expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600026":1.5,"01138":1.5},"content_text":"智通财经APP获悉，中远海能(01138)涨超5%，截至发稿，涨5.42%，报11.09港元，成交额2.43亿港元。消息面上，据报道，美国能源部长赖特在迈阿密一次能源会议上阐述了特朗普政府设想的方案，即美国将无限期控制委内瑞拉石油的流通和销售，以及由此产生的收入。赖特在会上表示：“我们不会像现在这样封锁石油，而是会让市场自由流动，让石油流入美国炼油厂和世界各地，从而带来更好的石油供应。”国金证券认为，这会让原油从黑船市场向合规市场转移，利好合规市场需求，且拉长油运运距。国泰海通证券指出，过去一周，假期后中东美湾货盘逐步增加，有船东加大租船提高供给控制力，船东对后市预期乐观而放缓报价，中东-中国航线VLCCTCE快速回升至近6万美元。提示短期运价影响因素众多，建议关注运价中枢趋势，把握淡季市场分歧与布局时机。该行预计油运景气有望继续超预期上行，全球原油增产将继续驱动油运需求超预期增长，油轮加速老龄化与影子船队制裁将保障合规运力供给刚性持续。地缘局势将可能提供意外期权。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602562219","isCrawlerRequest":true}