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紅海航運受干擾 運油輪每日收費突破10萬美元 中遠海能(01138.HK)獲大行唱好
自去年11月中旬以來駛經紅海商船持續受到也門胡塞武裝襲擊,全球運力受干擾。據倫敦波羅的海交易所數據,由中東付運經提煉石油產品至日本的運油輪每日收費報價,突破10萬美元關,周四(25日)單日再升3%至10.1萬美元,創2020年以來新高,當時新冠疫情爆發下原油供過於求,貿易商需要租用各類油輪貯存原油。 由於油輪需要繞經南非好望角往返歐亞,大幅推高運輸成本及所需時間。據該交易所數據,取決於油輪型號,由中東付運油產品至歐洲的運油輪每日收費報價,介乎9.7萬至11.7萬美元,創2022年9月數據刊發以來最高。 本港上市唯一海運能源概念股中遠海能(01138.HK)今日(26日)高開2.01%後,最高見8.14元遇壓,現報7.9元,倒跌1%,成交930.42萬股,涉資7,404.02萬元。 高盛日前指,估計隨著更多油輪因局勢變化而選擇改道,油輪運費將趕上集裝箱運費的上升;與集裝箱運輸相比,該行仍然更偏好油輪,建議「買入」中遠海能。另匯豐研究對油輪運輸的中期前景維持樂觀,維持予其「買入」評級,目標價由10.6元下調至10元。
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