港股异动 | 中远海能再涨超6%,3日累涨近20%,机构预计全年运价中枢上移
12月13日,$中远海能(01138.HK)$再涨超6%,截至发稿,该股涨6.17%,报7.57港元,成交额1.19亿港元。值得注意的是,该股已3日累涨近20%。
消息面上,由于土耳其政府要求所有航行在其海峡的船只提供新的保险证明,导致博斯普鲁斯海峡与达达尼尔海峡出现了油轮拥堵,目前有20艘油轮在等待通过海峡。预计船舶延误时间将会增加,未来若持续出现「买保行为」或将使得堵船情况增加。如果「堵船」事件继续发生使得被堵油轮数量继续增加,从黑海到地中海的油轮运输或将被迫中断,油运有效供给降低的情况下或将推升油运的运价走高。
海通期货表示,随着12月5日欧洲制裁海运俄油生效落地,叠加价格上限机制和保险禁令共振,将使得油运市场考虑更多的运输风险,这无疑增加航线贸易和船队运营的“复杂混乱”和“低效运行”,吨海里增加的本质推动仍然见效,全年运价中枢上移确定。
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