港股異動丨中遠海能大漲9.29% 油價急跌或會觸發投資者租超大油輪做儲油套利交易
格隆匯3月9日丨中遠海能(1138.HK)大漲9.29%,報3.41港元,總市值137.5億港元。內地有券商發表報告,估計油價急跌,或會觸發投資者租超大油輪做儲油套利交易,或利好中遠海能。當市場出現現貨或近月期貨價格低於遠月期貨價格(contango)的背景下,可通過實貨、紙貨配合操作,利用油庫或油輪先收儲現貨原油或買入近月期貨,利用遠期價格的升水來覆蓋全部倉儲成本和資金財務費用,以開展無風險庫存套利。可供囤油的超大型油輪(VLCC)或將一船難求。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.