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A股異動 | 油運股領漲海運板塊 歐洲能源危機推動油運需求規模提升
格隆匯9月5日丨海運板塊普漲,招商南油漲停,中遠海能漲8.5%,招商輪船漲5.5%,上海石化、長久物流漲2.5%。消息面上,歐洲能源危機再次升級,俄羅斯天然氣工業股份公司表示,由於發現了一個新的技術問題,“北溪-1”天然氣管道無限期關閉。機構表示,隨着俄烏衝突不斷持續,全球原油出口格局有望改變拉長行業運距,疊加原油商業庫存低位存在較強補庫需求,油運景氣向上邏輯不變。另外,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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