港股异动 | 中远海能(01138)重挫逾8% OPEC+确认暂停增产石油 或影响油运需求
智通财经网·2025-12-02 06:26

Group 1 - COSCO Shipping Energy's stock price dropped over 8%, currently at HKD 9.92 with a trading volume of HKD 320 million [1] - OPEC+ has agreed to maintain stable production levels for the entire group next year, with eight major oil-producing countries reaffirming a pause in production increases for Q1 of next year [1] - Iraq, UAE, Kazakhstan, and Oman have submitted additional production cut plans to compensate for previous overproduction, committing to a total reduction of 221,000 barrels per day in November [1] Group 2 - The arrangements for production cuts will continue until June 2026 [1] - Huatai Securities previously indicated that international oil shipping is expected to benefit from multiple favorable factors, including the OPEC+ production cycle, increased crude oil exports from long-distance American countries, and geopolitical disruptions [1] - The industry is anticipated to maintain a high level of prosperity, with freight rates significantly elevated compared to the 2020-2025 cycle, which is expected to substantially boost the profitability of oil shipping companies [1]

COSCO SHIPPING Energy-港股异动 | 中远海能(01138)重挫逾8% OPEC+确认暂停增产石油 或影响油运需求 - Reportify