高盛：看好超大型油轮超级周期中远海能(01138)目标价大升81%至29港元

智通财经03-23

智通财经APP获悉，高盛发布研报称，看好目前超大型油轮的超级周期，并预期中远海能(600026.SH)A股和中远海能(01138)H股股价较目前分别有36%及51%的上行空间，因考虑到运力紧张、石油补库存和贸易改道，以及超大型油轮市场集中度显著提升带来更强定价能力。该行将2026年全年超大型油轮每日TCE运价预测由8万美元上调至15万美元，将中远海能2026及2027年盈利预测分别上调81%及...

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高盛：看好超大型油轮超级周期 中远海能(01138)目标价大升81%至29港元

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高盛：看好超大型油轮超级周期中远海能(01138)目标价大升81%至29港元