中远海能早盘涨近6% 公司受益于规模化的油轮运力业绩弹性显著

新浪港股01-26

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　中远海能（01138）早盘股价上涨5.91%，现报13.62港元，成交额1.97亿港元。　　财通证券发布研报称，受益于规模化的油轮运力，招商轮船及中远海能业绩弹性显著。以VLCC为例，TCE每增长1万美元/天，招商轮船、中远海能年化净利润预计分别增长11亿元、9.5亿元。该行指出，复盘近十年油运景气高点，据iFinD...

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The company benefited from large-scale oil tanker capacity and its performance flexibility was significant","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600026":1.5,"01138":1.5},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　中远海能（01138）早盘股价上涨5.91%，现报13.62港元，成交额1.97亿港元。\n　　财通证券发布研报称，受益于规模化的油轮运力，招商轮船及中远海能业绩弹性显著。以VLCC为例，TCE每增长1万美元/天，招商轮船、中远海能年化净利润预计分别增长11亿元、9.5亿元。该行指出，复盘近十年油运景气高点，据iFinD一致预期，在盈利预测口径下，业绩上调后PE普遍能达到13-15倍，目前A股油运上市公司估值仍有一定提升空间。倘若合规市场供需进一步改善，有望进一步提升油运公司估值，同时应重视相关标的港股的折价机会。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.40.0","shortVersion":"4.40.0","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/2606526070","isCrawlerRequest":true}