异动解读 | 中远海能盘中大涨5%,受益于扩充运力和贸易流向重塑预期

异动解读
05 Feb

中远海能(01138)今日盘中大涨5.09%,引发市场关注。

消息面上,该公司此前公告拟定增募资不超过80亿元,投资建造多艘大型油轮和液化天然气船舶。市场普遍预期公司将凭借新增运力扩大市场份额,同时也有望受益于因地缘政治因素导致的油运贸易流向的重塑。

机构研报指出,伴随OPEC+加大增产力度,加之中国原油进口需求增长,预计未来油运供需或将好于预期,航运企业也将拥有一定油价下跌的期权收益。总体而言,市场对于中远海能等大型航运公司的长期发展前景持乐观态度。

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