财联社2月4日电,截至发稿,中远海能(01138.HK)涨8.24%、中国船舶租赁(03877.HK)涨3.21%、中远海发(02866.HK)涨1.83%。财通证券发布研报称,在当前外贸原油运输行业高景气背景下,油运公司迎来一轮业绩释放机遇。且中期来看,伴随上游扩产&地缘事件&制裁收紧利好供需,运价中枢有望保持上涨,从而给予油运企业更大的业绩弹性空间。
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