港股異動 | 中遠海能再漲超6%,3日累漲近20%,機構預計全年運價中樞上移
12月13日,$中遠海能(01138.HK)$再漲超6%,截至發稿,該股漲6.17%,報7.57港元,成交額1.19億港元。值得注意的是,該股已3日累漲近20%。
消息面上,由於土耳其政府要求所有航行在其海峽的船隻提供新的保險證明,導致博斯普魯斯海峽與達達尼爾海峽出現了油輪擁堵,目前有20艘油輪在等待通過海峽。預計船舶延誤時間將會增加,未來若持續出現「買保行爲」或將使得堵船情況增加。如果「堵船」事件繼續發生使得被堵油輪數量繼續增加,從黑海到地中海的油輪運輸或將被迫中斷,油運有效供給降低的情況下或將推升油運的運價走高。
海通期貨表示,隨着12月5日歐洲制裁海運俄油生效落地,疊加價格上限機制和保險禁令共振,將使得油運市場考慮更多的運輸風險,這無疑增加航線貿易和船隊運營的“複雜混亂”和“低效運行”,噸海裏增加的本質推動仍然見效,全年運價中樞上移確定。
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