金吾财讯 | 根据杰富瑞近日研报显示，尽管近期中东地区的原油出口有所增加，VLCC（超大型油轮）的现货租金仍然下滑至年内最低点，约为每日17,100美元（非环保型）。报告指出，尽管自11月中旬以来，VLCC的载货量有所增加，但整体市场依然承压，预计明年一月的租船活动将有所上升，特别是在年末的租船高峰期前夕。
杰富瑞认为，VLCC市场疲软，其他中型原油和产品油轮的表现相对较好。报告提到，虽然VLCC的租金未能如预期上涨，但中型油轮的租金保持在盈利水平，显示出市场的分化。随着沙特阿美在一月份的定价策略调整，预计将有更多货物流入市场，进一步推动航运活动。
杰富瑞基于其资产净值（NAV）评估，对Hafnia(HAFN)公司目标价设定为10美元，维持“买入”评级，认为其在当前市场环境下具备良好的防御性投资潜力。同时，Hafnia近期启动了1亿美元的股票回购计划，显示出公司对自身价值的信心。
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