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交通运输行业海外油轮股四季报分析：中国疫后需求复苏超预期，新常态运价值得期待-20230317-申万宏源

申万油轮历史观点回顾：从左侧到右侧，逻辑一步步确认 2022年2月7日，中远海能计提资产减值、招商轮船被剔除沪深300后，我们发布行业报告《利空冲击结束，提示油轮板块招商轮船与中远海能左侧机会-油轮曙光系列》。 2月27日，俄乌冲突发酵，发布报告《非极端通胀情况下，对板块具有提振作用，关注期权属性较强的油轮板块以及军民属性共存的造船板块，推荐中国船舶-乌克兰局势对航运及造船行业影响评估

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