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港A油運股集體上漲 油運價格持續上升
格隆匯11月22日丨港A油運股集體上漲,A股中遠海能、招商輪船漲4%,招商南油、連雲港、中遠海控漲2%;港股中遠海能漲4%,中遠海控、東方海外國際、中遠海發漲1%。截至11月18日,原油運輸指數BDTI報收於2365點,周環比增加24.87%;成品油運輸指數BCTI報收於1461點,周環比增加9.03%。中遠海能董祕倪藝丹在2022年第三季度業績説明會上表示,目前油輪市場正處於景氣時刻,且伴隨着石油貿易格局的轉變,以及油輪供給端傳遞出的積極信號,本輪週期的持續性也值得期待。中郵證券發研報稱,需求端,俄烏衝突持續導致的成品油輪運距拉長邏輯依然成立;原油商業庫存低位存在較強補庫需求。供給端,新船訂單處於歷史低位,行業未來供給增速將明顯放緩。油運景氣向上邏輯不變。

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