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港股異動丨中遠海能A+H聯袂大漲 超級油輪運價暴漲
格隆匯 10-14 10:18
格隆匯10月14日丨中遠海能A+H聯袂大漲,其中中遠海能(1138.HK)大漲9.59%,中遠海能(600026.SH)連續兩日封板。近期油輪原油運價指數(BDTI)持續上漲,數據顯示,9月11日BDTI達到696點,10月10日BDTI達到1561點,近一個月累計上漲124.28%,已達年內最高點。多家券商表示,四季度是航運傳統旺季,看好四季度的油運市場。申萬宏源證券認為,油輪板塊需求邏輯明確,已處於右側景氣大幅反轉前夕,油輪行業有望迎來不弱於2014-2015年級別的上行週期。
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