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港股异动|航运港口股普跌BDI高位回落九天跌去近二成
格隆汇 08-05 14:16
格隆汇8月5日丨航运港口股普跌,其中中远海能(1138.HK)大跌5.37%,中国外运(0598.HK)跌4.56%。波罗的海干散货指数(BDI)上周五跌1.32%或24点,报1788点。统计显示,该指数自7月22日创出阶段性高点后,已连续9个交易日下滑,累计跌幅18.4%。业内人士认为,此波行情主要是受铁矿石价格扰动。“一季度铁矿石需求是受压制的,到了二季度,随着钢厂复工,需求提升,铁矿石价格一直在飙升,也导致了整个运价在同步走高。”上海国际航运研究中心国际航运研究所、市场分析师邵斐表示,随着近期铁矿石到港量的增加,加上高温天气影响到钢厂的开工率,需求没有此前那么旺盛,进口铁矿石价格也开始回调。
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