据中国海事服务网,近年油运低迷很大程度是全球能源消费升级的大背景下可再生、清洁能源对于石油能源的替代效应导致,14~15年行业供需基本处于供需弱平衡,供需都维持在2%左右的增速,整体难有趋势反弹机会。结构上看,远东地区的发展中国家是拉动油运增长的主要市场,预计14年亚洲地区石油消费仍将维持4%左右的增速,VLCC主要运营太平 According to China Maritime Services Network, the downturn in oil transportation in recent years is largely due to the renewable energy supply in the global context. The substitution effect of clean energy on petroleum and energy sources has led to a weak supply-demand balance between supply and demand in 14 to 15 years. Both supply and demand are maintained In the growth rate of about 2%, the overall difficult chance of rebound. Structurally, the developing countries in the Far East are the major markets driving the growth of oil tankers. It is estimated that the oil consumption in the Asian region will maintain a growth of about 4% in FY14, with the VLCC operating mainly at Taiping