大行评级丨小摩：“黑天鹅叠加”提振超大型油轮盈利能力，上调中远海能目标价

中金财经03-03

摩根大通发表报告，对中远海能A股评级由“中性”上调至“增持”，维持H股“增持”评级，并修改估值方法，由市账率改为市盈率，以H股及A股今年目标市盈率15倍及21倍计，H股目标价由12港元倍升至24港元，A股目标价由13元大幅上调至28元，因三项结构性冲击(伊朗、合规运力收紧及市场整合)重塑了超大型油轮的盈利能力，使其处于更高水平。　　基础情境下，摩通对2026财年预测TD3C基准运费均值由...

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