港股異動 | 中遠海能(1138.HK)漲8% 機構看好油運價格中樞抬升
格隆匯2月7日丨中遠海能(1138.HK)漲8%,報8.06港元,總市值384.5億港元。國信證券指,上週油運市場成交量較好,春節後中國需求恢復的邏輯逐步兑現,疊加美灣貨盤釋放,雖然運價仍在低位震盪,但隨着俄成品油禁令於本週開始生效,以及地緣政治問題頻發,淡季大概率不淡,供需格局的改善有望帶來23-24年行業運價中樞抬升,推薦中遠海能。

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