盤中異動 | 中遠海能午後漲近8%,機構看好春節後運價反彈,預計全年震盪上行
1月12日,$中遠海能(01138.HK)$午後再漲近8%,截至發稿,漲7.79%,報6.5港元,成交額2.13億港元。
機構發佈研報稱,伴隨12月以來的運價高位回落,市場對2023年行業前景出現分歧。俄油禁運生效,市場處於過渡期疊加聖誕春節的假期淡季,運價前期衝高後回落符合該行的預期。
該行認爲,2023年油運市場投資主線應從俄烏衝突轉向中國疫後復甦帶動VLCC市場、全球原油進入“補庫存”週期、環保新規下的船舶“去產能”週期的共振。看好春節後運價反彈,預計全年運價震盪上行至四季度季節性高點。
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