You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動丨海運股強勢 中遠海能漲超8% 東方海外國際漲超3%
格隆匯 03-20 11:00

港股海運股拉昇走強,其中,中遠海能漲超8%領先,東方海外國際漲超3%,中遠海控漲2.6%,天津發展、中國外運漲超1%。消息上,長江證券研報指,過去兩年,油運運價整體中樞高,卻旺季不旺。除了實際需求和補庫改善不明顯,“影子船隊”對於油運需求的侵蝕也是主要原因之一。當前,在俄烏衝突結束和美國對伊制裁趨嚴的預期不斷升溫下,原油貿易格局或面臨重構,油運景氣週期將形成閉環。高盛此前發佈研報稱,OPEC+表示由4月起恢復增產,每月單日增加13萬至14萬桶。相信油價下跌及庫存低於歷史平均值,可能會刺激備貨活動。該行看好中遠海能,認爲潛在的原油補貨可能成爲運費率和股價上行催化劑。(格隆匯)

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account