海运股强势 中远海能涨超8% 东方海外国际涨超3%

格隆汇
Yesterday

港股海运股拉升走强,其中,中远海能涨超8%领先,东方海外国际涨超3%,中远海控涨2.6%,天津发展、中国外运涨超1%。消息上,长江证券研报指,过去两年,油运运价整体中枢高,却旺季不旺。除了实际需求和补库改善不明显,“影子船队”对于油运需求的侵蚀也是主要原因之一。当前,在俄乌冲突结束和美国对伊制裁趋严的预期不断升温下,原油贸易格局或面临重构,油运景气周期将形成闭环。高盛此前发布研报称,OPEC+表示...

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