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受天然氣價暴漲帶動 中遠海能AH股飆升
格隆匯9月28日丨全球天然氣價格暴漲,帶動運送天然氣的中遠海能(1138.HK)狂飆18.48%,股價創逾一年新高;中遠海能(600026.SH)則封死漲停板。隔夜美國NYMEX 10月天然氣期貨收漲11.01%,報5.7060美元/百萬英熱單位,刷新9月15日所創的2014年2月以來新高。連跌三日後,歐洲天然氣連續第二個交易日上漲。週一ICE英國天然氣期貨收漲8.20%,報190.39便士/千卡,盤中最高觸及193.23便士,逼近9月15日錄得的歷史最高位194.94便士。TTF基準荷蘭天然氣期貨歐市尾盤漲8.25%,報77.400歐元/兆瓦時,創歷史新高。隨冬天逼近,預計全球將出現一波恐慌性搶購。中遠海運是全球第一大油輪船東,也是中國LNG運輸業務的引領者,是世界LNG運輸市場的重要參與者,也是天然氣國際運輸絕對霸主。截至2021年第一季度,中遠海能參與投資的41艘LNG運輸船舶中共有38艘已投入運營,隨着中遠海能參與投資建造的LNG船舶陸續上線運營,公司LNG運輸業務已加快步入收穫期。2021年上半年,中遠海能LNG運輸板塊貢獻歸母淨利潤3.42億元。

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