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01138 中远海能
休市中 02-13 16:08:09
16.250
-1.350
-7.67%
最高
17.380
最低
16.130
成交量
3,701万
今开
17.380
昨收
17.600
日振幅
7.10%
总市值
888.06亿
流通市值
210.60亿
总股本
54.65亿
成交额
6.11亿
换手率
2.86%
流通股本
12.96亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
中远海能:已通过人民币负债置换美元负债等方式持续压降高息存量融资
证券日报 · 02-13 20:41
中远海能:已通过人民币负债置换美元负债等方式持续压降高息存量融资
突发暴跌,全线大跳水!AI恐慌交易,接连引爆
券商中国 · 02-13 14:02
突发暴跌,全线大跳水!AI恐慌交易,接连引爆
中远海能盘中异动 股价大跌5.06%报16.710港元
市场透视 · 02-13 09:39
中远海能盘中异动 股价大跌5.06%报16.710港元
每日卖空追踪 | 中远海能 02月12日卖空量成交362.2万股,卖空比例为9.66%
市场透视 · 02-12 16:30
每日卖空追踪 | 中远海能 02月12日卖空量成交362.2万股,卖空比例为9.66%
港口航运板块持续走高,招商轮船、中远海能涨停
人民财讯 · 02-12 10:54
港口航运板块持续走高,招商轮船、中远海能涨停
港股中远海能涨超6%
每日经济新闻 · 02-12 10:06
港股中远海能涨超6%
港股异动 | 中远海能(01138)再涨超6% 年内累涨逾八成 据报美国考虑扣押涉伊朗油轮以施压
智通财经 · 02-12 09:44
港股异动 | 中远海能(01138)再涨超6% 年内累涨逾八成 据报美国考虑扣押涉伊朗油轮以施压
港股异动 | 中远海能涨超5%,年初至今股价累涨超六成,油运运价维持高位
老虎资讯综合 · 02-10
港股异动 | 中远海能涨超5%,年初至今股价累涨超六成,油运运价维持高位
华源证券:长锦商船重金押注VLCC 有望重塑定价逻辑
智通财经 · 02-09
华源证券:长锦商船重金押注VLCC 有望重塑定价逻辑
港股异动 | 中远海能(01138)涨超4% 近期油运运价维持高位 美印贸易合作利好油运合规市场
智通财经 · 02-09
港股异动 | 中远海能(01138)涨超4% 近期油运运价维持高位 美印贸易合作利好油运合规市场
交通运输行业周报:油轮景气度维持高位 民航春运首周量价双升
招商证券 · 02-08
交通运输行业周报:油轮景气度维持高位 民航春运首周量价双升
Oung Paul增持中远海能(01138)220万股 每股作价约13.64港元
智通财经网 · 02-05
Oung Paul增持中远海能(01138)220万股 每股作价约13.64港元
每日卖空追踪 | 中远海能 02月05日卖空量成交313.8万股,卖空比例为18.55%
市场透视 · 02-05
每日卖空追踪 | 中远海能 02月05日卖空量成交313.8万股,卖空比例为18.55%
高盛:升中远海能(01138)目标价至16港元 料运价有上行空间
智通财经 · 02-05
高盛:升中远海能(01138)目标价至16港元 料运价有上行空间
中远海能午后涨超8% 机构看好公司2025年盈利再创新高
新浪港股 · 02-04
中远海能午后涨超8% 机构看好公司2025年盈利再创新高
财通证券:印度停止购买俄油 新协议加速提振合规需求 利好中期运价中枢
智通财经 · 02-04
财通证券:印度停止购买俄油 新协议加速提振合规需求 利好中期运价中枢
港股异动 | 中远海能(01138)涨超4% 据报红海航运重启 机构看好公司盈利再创新高
智通财经 · 02-04
港股异动 | 中远海能(01138)涨超4% 据报红海航运重启 机构看好公司盈利再创新高
每日卖空追踪 | 中远海能 02月03日卖空量成交104万股,卖空比例为4.43%
市场透视 · 02-03
每日卖空追踪 | 中远海能 02月03日卖空量成交104万股,卖空比例为4.43%
中远海能增资至54.7亿元
每日经济新闻 · 02-03
中远海能增资至54.7亿元
每周股票复盘:中远海能(600026)修订章程并投建多艘油轮
证券之星 · 02-01
每周股票复盘:中远海能(600026)修订章程并投建多艘油轮
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公司概况
公司名称:
中远海能
所属市场:
SEHK
上市日期:
--
主营业务:
中远海运能源运输股份有限公司是一家主要从事原油、成品油、液化天然气、液化石油气、化学品等散装液体危险货物的海上运输的中国公司。该公司主要通过四个分部开展业务。油品运输业务分部为客户提供外贸来料进口、内贸中转过驳、成品油转运和出口、下游化工品运输等全程物流解决方案。液化天然气船(LNG)运输业务分部主要从事LNG运输和租赁业务。液化石油气船(LPG)运输业务分部主要从事国内沿海、国际LPG水上运输业务,承运的货物包括LPG、丙烯、丁二烯等。化工品运输业务分部主要从事散装化学品国际、国内水上运输业务。该公司在国内与海外市场开展业务。
发行价格:
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14:02","pubTimestamp":1770962541,"startTime":"0","endTime":"0","summary":"AI冲击波,仍在扩散!继软件、金融等板块之后,物流板块成了“AI恐慌交易”的最新牺牲品。集体跳水今日,A股部分交通运输股大幅下跌,中远海能盘中一度跌超9%,招商南油一度跌超8%。其中CH Robinson Worldwide一度暴跌24%,创历史最大单日跌幅;Landstar System、康捷国际物流也一度大跌近20%。截至收盘,Algorhythm的市值仍低于1000万美元。但截至目前,这轮跨板块抛售仍主要局限于股市,尚未明显影响货币政策走向的讨论。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213142702a49f7e7e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:39","pubTimestamp":1770946762,"startTime":"0","endTime":"0","summary":"2026年02月13日早盘09时39分,中远海能股票出现波动,股价快速下跌5.06%。截至发稿,该股报16.710港元/股,成交量352.2万股,换手率0.27%,振幅3.81%。资金方面,该股资金流入1255.42万港元,流出2809.48万港元。中远海能股票所在的航运及港口行业中,整体跌幅为0.09%。其相关个股中,中国船舶租赁、远航港口、宏海控股集团涨幅较大,振幅较大的相关个股有太平洋航运、中远海能、招商局港口,振幅分别为3.79%、3.58%、2.44%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021309392497a602ea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1770885019,"startTime":"0","endTime":"0","summary":"中远海能北京时间02月12日,涨8.64%,卖空量成交362.2万股,较上一交易日增加22.78%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212163216a6f28a33&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212163216a6f28a33&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1535","BK1166","01138","SG9999014674.SGD"],"gpt_icon":0},{"id":"2610911769","title":"港口航运板块持续走高,招商轮船、中远海能涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2610911769","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610911769?lang=zh_cn&edition=full","pubTime":"2026-02-12 10:54","pubTimestamp":1770864846,"startTime":"0","endTime":"0","summary":"港口航运板块持续走高,招商轮船、中远海能涨停","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602123648977839.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0011","BK0000","SG9999014674.SGD","601872","BK1166","BK0270","600026","BK0010","01138","BK0183","BK0188","LU2177674079.SGD","BK0020","BK0028","BK1535","BK0012"],"gpt_icon":0},{"id":"2610996773","title":"港股中远海能涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610996773","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610996773?lang=zh_cn&edition=full","pubTime":"2026-02-12 10:06","pubTimestamp":1770861969,"startTime":"0","endTime":"0","summary":"每经AI快讯,2月12日,中远海能(01138.HK)再涨超6%,截至发稿,涨6.48%,报17.25港元,成交额8215.46万港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602123648923294.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602123648923294.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["600026","SG9999014674.SGD","BK0188","BK1166","BK1535","BK0270","BK4588","BK0028","VXUS","BK4585","VT","BK0183","01138","BK0010","BK0020","BK0012"],"gpt_icon":0},{"id":"2610995087","title":"港股异动 | 中远海能(01138)再涨超6% 年内累涨逾八成 据报美国考虑扣押涉伊朗油轮以施压","url":"https://stock-news.laohu8.com/highlight/detail?id=2610995087","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610995087?lang=zh_cn&edition=full","pubTime":"2026-02-12 09:44","pubTimestamp":1770860654,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中远海能再涨超6%,年内累计涨幅已接近80%。截至发稿,涨6.48%,报17.25港元,成交额8215.46万港元。消息面上,据新华社报道,美国政府官员正考虑扣押运输伊朗石油的油轮,以对伊朗施压,但美方也担心此举可能引发伊朗的报复行动。报道说,今年已有超过20艘运输伊朗石油的船只被美国财政部制裁,使其成为可能的扣押目标。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404495.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["600026","BK4585","BK4588","SG9999014674.SGD","VXUS","BK0012","BK0010","01138","BK0028","BK1166","BK1535","VT","BK0020","BK0188","BK0270","BK0183"],"gpt_icon":0},{"id":"1117231784","title":"港股异动 | 中远海能涨超5%,年初至今股价累涨超六成,油运运价维持高位","url":"https://stock-news.laohu8.com/highlight/detail?id=1117231784","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1117231784?lang=zh_cn&edition=full","pubTime":"2026-02-10 14:08","pubTimestamp":1770703703,"startTime":"0","endTime":"0","summary":"2月10日,$中远海能$涨超5%,年初至今股价累涨超六成,油运运价维持高位消息面上,$财通证券$指出,$中远海能$经过多年的业务重组整合,现已构建起油、气、化及仓储一体化链式经营新格局。该行认为,油运运价自9月飙升并维持高位,油轮2025年Q4与全年盈利将创十年新高。预计2026年油运景气持续将超预期,且具油价下跌期权。","market":"hk","thumbnail":"https://static.tigerbbs.com/5ab4fb78230dc57163b8293f2558e148","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5ab4fb78230dc57163b8293f2558e148"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"590ec4f9c53a0e2ddc49ed9a3dd147a6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4585","01138"],"gpt_icon":0},{"id":"2610068243","title":"华源证券:长锦商船重金押注VLCC 有望重塑定价逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2610068243","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610068243?lang=zh_cn&edition=full","pubTime":"2026-02-09 15:34","pubTimestamp":1770622454,"startTime":"0","endTime":"0","summary":"根据VesselsValue,长锦商船与Trafigura在2026年1月成交至少39艘二手VLCC。长锦商船手握规模庞大且持续扩张的VLCC船队,有望在与货主的博弈中占据更多话语权,或成为VLCC市场的关键定价者。VLCC中长期合规运力紧张或是长锦重注VLCC的关键华源证券认为,从中长期看,VLCC供给侧面临船舶青黄不接的问题,有望持续支撑VLCC市场景气度。长锦重注VLCC有望重塑油运定价逻辑,或显著增加VLCC运价稳定性与中枢高度。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403114.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01138","161027","SG9999014674.SGD","BK1166","BK1535"],"gpt_icon":0},{"id":"2610850771","title":"港股异动 | 中远海能(01138)涨超4% 近期油运运价维持高位 美印贸易合作利好油运合规市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2610850771","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610850771?lang=zh_cn&edition=full","pubTime":"2026-02-09 11:33","pubTimestamp":1770608003,"startTime":"0","endTime":"0","summary":"消息面上,特朗普2月3号发文称已与印度总理莫迪达成共识,印度将停止购买俄罗斯石油,转而大幅增加从美国采购能源等产品;美印双方达成贸易协议,美国对印度的对等关税将从25%下调至18%。财通证券认为,后续伴随政策落地,印度将停止购买俄油,国内需求转向合规原油,有望进一步支撑合规市场运价。国泰海通证券指出,2026年以来地缘局势紧张,船东情绪高涨,且有海外船东加大租船控制市场,近期油运运价维持高位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1403031.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1535","BK4588","01138","BK1166","BK4585","BK0270","VT","SG9999014674.SGD","BK0183","BK0012","BK0028","BK0020","600026","BK0188","VXUS","BK0010"],"gpt_icon":0},{"id":"2609357939","title":"交通运输行业周报:油轮景气度维持高位 民航春运首周量价双升","url":"https://stock-news.laohu8.com/highlight/detail?id=2609357939","media":"招商证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609357939?lang=zh_cn&edition=full","pubTime":"2026-02-08 00:00","pubTimestamp":1770480000,"startTime":"0","endTime":"0","summary":"集运方面,因临近放假,整体发货量走弱,预计2 月运价承压下行。油轮方面,美伊谈判一波三折,地缘风险仍存,需关注下周谈判进展;欧盟宣布对俄油实施全面的海上服务禁令,预计影子船队运营压力增大;短期油轮市场景气度高涨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260208193635a48b0dc6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260208193635a48b0dc6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1166","02057","01138","SG9999014674.SGD","BK1535"],"gpt_icon":0},{"id":"2609749203","title":"Oung Paul增持中远海能(01138)220万股 每股作价约13.64港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609749203","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609749203?lang=zh_cn&edition=full","pubTime":"2026-02-05 19:09","pubTimestamp":1770289749,"startTime":"0","endTime":"0","summary":"2月2日,Oung Paul增持中远海能(01138)220万股,每股作价13.6386港元,总金额约为3000.49万港元。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260205/20260205190956_93239.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260205/20260205190956_93239.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402187.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["SG9999014674.SGD","BK0010","BK0020","01138","BK0188","BK1535","600026","BK0183","BK0028","BK0270","BK1166","BK0012"],"gpt_icon":0},{"id":"2609305335","title":"每日卖空追踪 | 中远海能 02月05日卖空量成交313.8万股,卖空比例为18.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609305335","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609305335?lang=zh_cn&edition=full","pubTime":"2026-02-05 16:30","pubTimestamp":1770280219,"startTime":"0","endTime":"0","summary":"中远海能北京时间02月05日,跌2.8%,卖空量成交313.8万股,较上一交易日减少63.39%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163401a6d654cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163401a6d654cb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999014674.SGD","BK1166","BK1535","01138"],"gpt_icon":0},{"id":"2609348614","title":"高盛:升中远海能(01138)目标价至16港元 料运价有上行空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2609348614","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609348614?lang=zh_cn&edition=full","pubTime":"2026-02-05 09:14","pubTimestamp":1770254082,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,高盛发布研报称,将中远海能2026及2027年的净利润预测分别上调11%与12%,以反映运费更高,并升中远海能港股目标价48%至16港元,升中远海能A股目标价10%至18元人民币,维持“买入”评级。高盛认为国际运价仍有进一步上行空间,因受影子船队、受制裁船队相继退出市场或利用率偏低影响,将使有效运力低于市场预期。预期中远海能将成为此轮运价上行的受益者,并假设委内瑞拉的石油运输将由影子船队转向主流船队。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401858.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["600026","01138"],"gpt_icon":0},{"id":"2608421331","title":"中远海能午后涨超8% 机构看好公司2025年盈利再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2608421331","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608421331?lang=zh_cn&edition=full","pubTime":"2026-02-04 13:16","pubTimestamp":1770182160,"startTime":"0","endTime":"0","summary":" 中远海能午后股价上涨8.24%,现报15.37港元,成交额4.77亿港元。 中信证券表示,2026年合规市场需求结构性增长&低油价背景下,原油补库需求或为主要边际变量,该行预计年化VLCC运价中枢将落在60000美元/天-75000美元/天。周期上行兑现期下,VLCC运价弹性释放有望带动明年船队利润快速增长。 国泰海通认为,油运景气已持续上升四年,预计中远海能2025年盈利再创新高,且2026年首季业绩将同比大增。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-02-04/doc-inhkrpqk3042326.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SG9999014674.SGD","BK0270","BK0010","BK1166","600026","BK0183","BK0188","BK1535","BK0012","BK0028","BK0020","01138"],"gpt_icon":0},{"id":"2608338547","title":"财通证券:印度停止购买俄油 新协议加速提振合规需求 利好中期运价中枢","url":"https://stock-news.laohu8.com/highlight/detail?id=2608338547","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608338547?lang=zh_cn&edition=full","pubTime":"2026-02-04 09:56","pubTimestamp":1770170202,"startTime":"0","endTime":"0","summary":"新协议下印度停止俄油进口,或将加速提振合规油运需求2026年1月印度自俄罗斯原油海运进口量为370万吨,约合日均90万桶,占比2025年全球日均原油海运量约2.3%。后续伴随政策落地,印度将停止购买俄油,国内需求转向合规原油,有望进一步支撑合规市场运价。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401381.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999014674.SGD","01138","BK1535","BK0276","BK1166","MNDmain","601108"],"gpt_icon":0},{"id":"2608380711","title":"港股异动 | 中远海能(01138)涨超4% 据报红海航运重启 机构看好公司盈利再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2608380711","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608380711?lang=zh_cn&edition=full","pubTime":"2026-02-04 09:51","pubTimestamp":1770169914,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中远海能涨超4%,截至发稿,涨4.58%,报14.85港元,成交额7522.98万港元。据了解,自2023年末开始,红海海域发生多起袭击事件,此后航运公司纷纷将船只改道非洲绕行。与此同时,马士基在声明中指出,此次航线的红海及苏伊士运河通行将由海军力量提供安保支持。国泰海通认为,油运景气已持续上升四年,预计中远海能2025年盈利再创新高,且2026年首季业绩将同比大增。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401379.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999014674.SGD","BK0020","BK1535","VT","600026","BK0183","BK1166","01138","BK4585","BK0012","VXUS","BK0270","BK0028","BK0188","BK0010","BK4588"],"gpt_icon":0},{"id":"2608878662","title":"每日卖空追踪 | 中远海能 02月03日卖空量成交104万股,卖空比例为4.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608878662","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608878662?lang=zh_cn&edition=full","pubTime":"2026-02-03 16:30","pubTimestamp":1770107419,"startTime":"0","endTime":"0","summary":"中远海能北京时间02月03日,涨3.88%,卖空量成交104万股,较上一交易日减少81.1%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203163311a6cdb60e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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