国泰君安：24Q1油轮船东盈利中枢将继续上升继续看好油运超级牛市期权

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智通财经APP获悉，国泰君安发布研报称，油运市场产能利用率已处阈值，预计未来数年供需将继续向好，景气上升与持续将超预期，当战略性重视。油轮在手订单有限，船东规模下单意愿不足，且老龄化严重，环保监管与制裁趋严将加速老船拆解，供给刚性将凸显。红海影响助力淡季不淡，2024Q1油轮船东盈利中枢将继续上升，更重要的是再次验证油运淡季产能利用率已处阈值。预计地缘冲突对油价与油运的影响将持续甚至加剧，建议放低...

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国泰君安：24Q1油轮船东盈利中枢将继续上升 继续看好油运超级牛市期权

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国泰君安：24Q1油轮船东盈利中枢将继续上升继续看好油运超级牛市期权