【3 月 5 日,高盛发布研究报告称】OPEC+自 4 月起恢复增产,每月单日增加 13 万至 14 万桶,这将使石油供应增加达每日 220 万桶,占全球石油产量的 2%。这意味着对运输业有一定影响,油价下跌及库存低于历史平均值,可能刺激备货活动,同时降低航空公司、空运和航运的燃料成本。因此,该行看好中远海能,评级为“买入”,认为潜在的原油补货可能成为运费率和股价上行催化剂。另外,该行亦看好中国...
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