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港股异动|航运股普涨太平洋航运升逾3%领涨
格隆汇 07-16 11:34
格隆汇7月16日丨航运股今日续涨,其中太平洋航运(2343.HK)升逾3%领涨,中远海控、中远海发涨逾2%,天津港发展、招商局港口涨逾1%。因大西洋地区运需强劲,波罗的海干散货指数4月以来连续上涨,自2月12日的595点以来已累涨逾2倍。上周五(12日)收涨2.7%,报1865点;周一开盘涨3.4%,报1928点,触及五年半高位。分析人士认为,本轮上涨核心原因仍是Vale矿难后铁矿石上半年海运较弱,但总需求仍有韧性,在Vale逐渐恢复,铁矿石价格连创新高后刺激矿山出货,海运需求集中在Q3爆发。当前铁矿石补库存空间仍在,预计BDI仍将维持强势。随着航运旺季的到来,运价有望进一步提升。
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