富瑞：升中远海能(01138)目标价至24.6港元重申“买入”评级

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智通财经APP获悉，富瑞发布研报称，中远海能(01138)管理层认为，超大型油轮(VLCC)市场进入2026年时处于结构性紧张，而非周期性见顶风险。需求方面，中国原油进口持续、中东及大西洋盆地出口增加，以及印度转向非俄罗斯合规原油，支持吨英里需求增长；供应方面，制裁、船只老化及浮式储油增加，令有效船队运力持续收缩。该行上调中远海能2026年盈利预测11%，以反映运费上升；并上调2027年盈利预测...

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富瑞：升中远海能(01138)目标价至24.6港元 重申“买入”评级

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富瑞：升中远海能(01138)目标价至24.6港元重申“买入”评级