证券时报e公司讯,中信证券指出,春节前美国对俄伊原油制裁升级的效果持续显现。复盘历史,未来油运贸易流向的二次重塑或可期。测算制裁升级后2025年VLCC供需增速差有望提升至3.8pcts。继续看好制裁推动油轮拐点的提前到来,建议择机布局相关企业。
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