A股異動 | 招商輪船漲逾7% 限硫令或改善遠東地區柴油供需格局
格隆匯12月19日丨招商輪船(601872.SH)漲逾7%,報7.53元,總市值457億元。

天風證券認為,限硫令可能會改善遠東地區柴油供需格局,如柴油價格順利上漲,煉廠對原油的訴求或將直接拉動油運行業的需求,因而2020H1或為油運行業的景氣高峯。
此外,中國資產規模最大的央企招商局,正在將更多子公司推向混合所有制改革。最新一筆是10月12日,招商局在上海聯合產權交易所披露增資信息,全資子公司招商局港通發展(深圳)有限公司擬增資,擬募資80-100億元,引入不超過2家戰略投資方,增資完成後,戰略投資者合計持股比例不超過50%。另一筆混改則剛剛落地。10月11日,招商局集團旗下招商資本引入普洛斯作為戰略投資人,增資完成後,招商局與普洛斯對招商資本的持股比例均為50%。
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