每日牛股追蹤 | 港股有5只股票創新高，中遠海能（01138）大漲12.34%，近一年漲幅達129.97%
截至8月22日收盤，港股有5只股票創新高，分別爲中遠海能（01138）、太古股份公司B（00087）、上海復旦（01385）、太古股份公司A（00019）、兗礦能源（01171）。（注：統計港股市場上市值>100億港元、成交額>1000萬港元，上市時間>1個月的股票）
中遠海能（01138）盤中最高觸達6.94港元，創52周新高，近一年漲幅129.97%。該股收盤上漲12.34%，報6.83港元。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。
太古股份公司B（00087）盤中最高觸達9.47港元，創52周新高。該股收盤上漲2.74%，報9.37港元。公司公佈，於2022年8月19日回購109萬股，每股回購價介乎8.86港元至9.18港元，涉資998.65萬元。
上海復旦（01385）盤中最高觸達36.95港元，創歷史新高，近一年漲幅44.82%。該股收盤上漲2.1%，報36.4港元。
太古股份公司A（00019）盤中最高觸達56.8港元，創52周新高。該股收盤上漲1.07%，報56.6港元。
兗礦能源（01171）盤中最高觸達29.4港元，創歷史新高，近一年漲幅181.44%。該股收盤上漲0%，報28.6港元。信達證券近期研報指出，當前正處在煤炭經濟新一輪週期上行的初期，基本面、政策面共振，現階段配置煤炭板塊正當時。本輪能源通脹持續時間與規模或將超出市場普遍預期，預計2-3年內，煤炭價格中樞將持續上行。在能源大通脹邏輯下，把握高壁壘、高現金、高分紅的優質煤炭企業，迎接煤炭板塊一輪業績與估值雙升的歷史性行情。繼續全面看多煤炭板塊，繼續建議關注煤炭的歷史性配置機遇。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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