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图2、超大型原油油轮收入指数(VLCC-TCE)
图2、超大型原油油轮收入指数(VLCC-TCE)
行业数据
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图片属性
图片格式:PNG
图片大小:161KB
图片尺寸:1036*908
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4
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所属报告:
交通运输行业原油油轮板块中期盘点:把握供给出清时机兼顾需求复苏态势-250823(30页).pdf
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相关数据
TCE结构和作用机制示意图(以BiTE为例)
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2026-06-26
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VLCC期租运价(单位:$/day)
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25岁以上VLCC占比较高(%Fleet(DWT))
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行业数据
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VLCC各航线即期运价(单位:$/day)
6K+35o+Q5L6b5Zu+54mH5Lit55qE5pWw5o2u5YaF5a6577yM5Lul5L6/5o+Q5Y+W5bm255Sf5oiQ6KGo5qC85Y+K5bGV56S66LWE5paZ5p2l5rqQ44CC
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行业数据
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全球VLCC新签订单按船厂排名(2026YTD)
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行业数据
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Fearnleys一年期租金(油船:VLCC)(万美金/天,周度更新,2017年12月6日-2026年5月13日)
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2026年4月,大连长兴岛恒力重工的3台全球顶级超大型
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行业数据
2026-05-25
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恒力重工2026年1月实现4艘VLCC同日出坞,创造全球
fCDpobnnm64gICAgICAgICB8IOWGheWuuSAgICAgfAp8LS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLXwKfCDlubTku70gICAgICAgICB8IDIwMjblubQgICB8Cnwg5pyI5Lu9ICAgICAgICAgfCAx5pyIICAgICAgfAp8IOiIueiItuexu+WeiyAgICAgfCBWTENDICAgICB8Cnwg5ZCM5pel5Ye65Z2e5pWw6YePIHwgNOiJmCAgICAgIHwKCui1hOaWmeadpea6kO+8muaBkuWKm+mbhuWbou+8jOilv+mDqOivgeWIuOeglOWPkeS4reW/gw==
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行业数据
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2025年6月24日,恒力重工首制VLCC被命名为“ALIAKMONⅠ”号
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行业数据
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fCDoiLnljoIgICAgICAgICB8IOaWsOetvuiuouiuouWNleaVsOmHj++8iOiJmO+8iSB8CnwtLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IOaBkuWKm+mHjeW3pSAgICAgfCA1MCAgICAgICAgICAgICAgICAgICB8Cnwg5aSn6L+e6YCg6Ii5ICAgICB8IDEwICAgICAgICAgICAgICAgICAgIHwKfCDkuK3pm4bmnaXnpo/lo6sgICB8IDQgICAgICAgICAgICAgICAgICAgIHwKfCDpnZLlspvljJfmtbfpgKDoiLkgfCAzICAgICAgICAgICAgICAgICAgICB8Cnwg5paw5pe25Luj6YCg6Ii5ICAgfCAyICAgICAgICAgICAgICAgICAgICB8Cnwg6Z+p5Zu96Z+p5Y2O5rW35rSLIHwgNiAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5Zu96ZmF6Ii56Ii2572R77yM6KW/6YOo6K+B5Yi456CU5Y+R5Lit5b+D
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行业数据
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全球VLCC历年新增订单情况(艘)
fCDlubTku70gICAgIHwg5paw5aKe6K6i5Y2V77yI6ImY77yJIHwKfC0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIzICAgICB8IDE4ICAgICAgICAgICAgIHwKfCAyMDI0ICAgICB8IDYzICAgICAgICAgICAgIHwKfCAyMDI1ICAgICB8IDYwICAgICAgICAgICAgIHwKfCAyMDI2UTEgICB8IDc1ICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mua1t+a0i+ijheWkh+aImOeVpeeglOeptumZou+8jOS4reWbveiIueajgO+8jOWbvemZheiIueiItue9ke+8jOilv+mDqOivgeWIuOeglOWPkeS4reW/gw==
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行业数据
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竞争格局
2026-05-09
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行业数据
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行业数据
2026-05-06
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VLCC即期运价突破历史高位($/天)
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、伊朗原油 制裁的背景下,合规原油及油轮船队需求有所提升,使得油轮运价中枢总体上升, VLCC-TCE运价中枢由30000美元/天左右上升至40000美元/天左右。5月以来,受到需求不振影响,VLCC-TCE一度下行至 25000美元/天左右;6月中旬伊以冲突爆发后运价一度回到接近 50000美元/天,但冲突结束后运价再度回落。7月末 美国再次对伊朗实施制裁以来,油轮运价再度回升,现 VLCC-TCE已再度回升到
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交通运输行业原油油轮板块中期盘点:把握供给出清时机兼顾需求复苏态势-250823(30页).pdf
2026年原油油轮行业报告:VLCC运价回升,制裁供给出清前景|兴业证券
表2、建议关注标的估值
表1、历次地缘事件下的油运需求走势
供给奠定周期方向,需求影响行情成色
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