中远海能(01138)逆势涨5.99% 机构料2026Q1油轮盈利将同比大增数倍

金吾财讯02-20

金吾财讯 | 中远海能(01138)逆势走强，截至发稿，涨5.99%，报18.23港元，成交额9054万港元。国泰海通证券发布研报称，2026年以来地缘局势紧张，船东情绪高涨，且有海外船东加大租船控制市场，近期油运运价维持高位。中东-中国VLCCTCE维持在12万美元以上高位。提示船东情绪仍将可能持续影响短期运价，该行建议关注运价中枢同比上升趋势，该行预计2026Q1油轮盈利将同比大增数倍。

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