交通运输行业周报:中通快递回归份额优先策略 VLCC有望淡季不淡

国信证券股份有...
25 Mar

航运:本周油运集运表现继续分化。油运方面,在多重催化下,大小船型运价纷纷上涨。首先是中东有望于4 月初开始增产,对VLCC 的需求形成提振,在供给本身偏紧的格局下,船东信心高涨,中东-远东航线的运价回升至4.0万美元/天;其次是美俄再次会面,有望带动俄乌战争进入新格局,俄油如转化为白油,小船需求有望得以释放;其三是美国进一步制裁了伊朗油及相关企业,对合规市场信心形成提振。当前时点来看,VLCC ...

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