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中银证券4月23日发布研报称，给予招商轮船（601872.SH）增持评级。评级理由主要包括：1）美湾及俄罗斯原油出口量走高，油运运价走高贡献业绩增量；2）2023年集散景气度整体承压，盈利能力有所下降；3）展望后市，2024年油运供需格局持续改善，中长期油运运费中枢有望提升，集运散运静待经济回暖驱动需求向上。（每日经济新闻）

Bank of China Securities released a research report on April 23 stating that China Merchants Shipping (601872.SH) was rated to increase its holdings. The main reasons for the rating include: 1) higher crude oil exports from the US Gulf and Russia, and hig

Zhitong Finance ·  Apr 23 21:41
Bank of China Securities released a research report on April 23 stating that China Merchants Shipping (601872.SH) was rated to increase its holdings. The main reasons for the rating include: 1) higher crude oil exports from the US Gulf and Russia, and higher oil freight rates contributed to increased performance; 2) the overall distribution boom in 2023 was under pressure, and profitability declined; 3) Looking ahead to the future market, the oil transportation supply and demand pattern will continue to improve in 2024. The medium- to long-term oil freight center is expected to increase, and shipping and distribution is waiting for economic recovery to drive up demand. (Mainichi Keizai Shimbun)

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