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    <description>霍尔木兹海峡危机导致油轮运费暴涨467%，VLCC日租金创纪录飙升至77万美元。OPEC+宣布增产20.6万桶/日，但伊朗石油出口中断可能抵消增产效应。航运市场正处于极度紧张状态，2026年大部分时间运费预计保持高位。
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