港股异动 | 中远海能(01138)涨超4% 公司二季度盈利预计稳中有升机构看好H股估值平均水平提升

智通财经07-18

智通财经APP获悉，中远海能(01138)涨超4%，截至发稿，涨3.94%，报8.98港元，成交额9528.77万港元。

国泰君安指出，原油油运方面，近期油价高企且亚洲需求淡季，影响短期贸易需求，运价持续低迷；成品油运价则相对稳健。该行指出，龙头企业中远海能中报预告，预计第二季度盈利环比稳中有升，高基数致同比下降，符合预期。

华创证券则指出，从AH股价差角度来看，历史上H股和A股的PB估值折价系数与运价走势成反比关系。预计因A股率先反映行业上行预期，而港股投资者更关注实际业绩落地。目前公司H/A股的PB估值折价处于历史平均水平，考虑到行业基本面坚实+风险资产溢价属性，此轮油运大周期兑现具备较强确定性，H股的估值平均水平也会继续提升。

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港股异动 | 中远海能(01138)涨超4% 公司二季度盈利预计稳中有升 机构看好H股估值平均水平提升

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港股异动 | 中远海能(01138)涨超4% 公司二季度盈利预计稳中有升机构看好H股估值平均水平提升