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航運板塊走強 招商輪船、中遠海能封漲停
格隆匯 03-11 09:46
格隆匯3月11日丨航運板塊走強,招商輪船、中遠海能封漲停,招商南油漲近8%,寧波海運、中遠海控漲超6%,中遠海特、中遠海控等跟漲。3月9日,WTI原油價格一度跌幅達32.32%至27.94美元/桶,觸及2003年4月以來的最低值。面對原油市場的巨幅波動,多家機構建議關注本輪油價“築底”的信號。針對油價“築底”後產業鏈藴含的投資機會,業內人士指出,油價大跌對於石油產業鏈的下游,尤其是需要大量石油消耗的航空、航運企業來説有積極的影響。中信證券3月10日發佈的研報預計,航油價格下調帶來的成本減少或達15億至20億元,航油成本下降一定程度上將緩解疫情的衝擊。據測算,航油成本每下降10%,對應每季度毛利貢獻5億-6億元。
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