港A海運股大漲 中遠海能股價創年內新高 機構稱伊朗原油出口制裁若解除將帶動油運需求
格隆匯8月22日丨港A海運股大漲,A股長航鳳凰中遠海能、招商輪船漲停,中遠海特漲8%,招商南油、興通股份漲7%,浙商中拓、中遠海發漲逾4.5%;港股中遠海能漲12.83%創年內新高,中遠海發、珠江船務漲2%,中國外運、中遠海控跟漲。消息面上,中東發運持續高位,美國原油發運走強,伊核協定週中進展推動市場情緒走強,可供簽訂租約的船舶緊缺,VLCC運費直線拉昇。中銀證券指出,伊朗原油出口制裁若解除,將會給OPEC產量帶來2%-3%的增量,原油供應會獲得明顯的提升,油運需求隨之增加。此外,中信證券指出,若伊核協議落地產量端存在125萬桶/日增長空間,有望加速補庫拐點來臨。疊加冬季逐漸臨近,天然氣價格處於高位,歐盟或使用原油進行替代,進一步增加油運需求。


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