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华源证券指出，伊朗局势进一步加剧市场对伊油出口受限的预期，OPEC+正考虑更大幅度增产以对冲潜在供应缺口；该事件与OPEC+增产计划有望在短期内对合规VLCC市场形成情绪与货量的双重利好冲击，运价弹性显著增强。
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