港股异动丨海运股逆势上涨 中远海能涨近5%录得4连涨

格隆汇
05 Feb

海运股逆势拉升,其中中远海能秦港股份涨近5%,并且中远海能录得4连涨行情,东方海外国际涨近3%,中远海控涨2%,太平洋航运、中国外运涨超1%。消息上,光大证券研报称,2025年随宏观经济向好,中国原油需求有望贡献一定增量,且OPEC+即将进入增产周期,25年油运需求依然有望得到增长。由于20-22年原油轮新签合同量较低,24年运力增长较为缓慢,叠加VLCC船队老龄化严重,随着拆解周期临近,我们看好原油轮拆解量有望逐渐对冲远期新增运力投放。(格隆汇)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10