東方海外(00316.HK)下半年維持審慎樂觀
東方海外國際(00316.HK)聯席行政總裁董立均於記者會指,中美貿易戰於去年下半年已開始對航運業有正面影響,因貨主擔心出貨量受影響。美國消費者能力和經濟仍然較強,所以雖然今年增長較慢,但也是有正增長,雖然從中國出口美國貨量有見下跌,但其他亞洲地區出口至美國貨量保持少量增幅,故抵銷部分影響。
他指,公司一直有研究策略,以應對情況,例如在運力、航班網絡方面作調整,對下半年維持審慎樂觀,認為仍受很多不明朗因素、燃油價格所影響。
國際海事組織(IMO)確定,自2020開始全球使用0.5%低硫油,公司目前已鎖定80%使用量,至於會否對沖則視乎情況。
他又指,現時新船訂單是歷史新低,故出售長堤碼頭所得或會按情況考慮是否需要增購船舶。
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