航运港口行业动态报告:油运板块普遍大涨 中远海控公告业绩预增100%以上

中信建投证券股...
12 Jan

核心观点多因素拉动原油和成品油运价上涨,油运板块普遍大涨。上涨动因一,周五美国财政部宣布对俄罗斯经济实施新一轮制裁,涉及该国两家最大石油公司及183 艘油轮。上涨动因二:中国山东港口集团周一发布通知,禁止受美国制裁的石油船只进入其港口网络。在过去的油轮框架里,油轮静态运力增长有限,但由于平行世界的存在,老旧船可以在黑市上进行买卖交易,老旧油轮退出机制受阻。还有一部分伊朗原油在马来西亚过驳后运往中国...

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