港股异动 | 港口航运股普跌 BDI指数连续下跌
格隆汇9月23日丨港口航运股普跌,日照港裕廊(6117.HK)跌逾6%领跌,青岛港、太平洋航运跌逾2%,中远海控跌逾1%,中远海控、招商局港口等跟跌。个股方面,中远海运港口拟出售3个码头项目;招商局港口不接纳布罗德福就收购大连港所有H股提出的可能现金要约。板块上,波罗的海干散货指数自9月4日创下近九年峰值之后,便呈现单边连续下跌,至今区间累计跌幅逾10%。截至9月19日收盘,铁矿石期货主力2001合约上周已累跌超6%。业内人士表示,BDI与铁矿石价格出现连续走低,反映出近期全球贸易活跃度有限,也说明下游市场对未来价格的预期并不是特别乐观。不过,考虑到8月黑色系商品已出现一轮显著的下挫行情,预计年内价格将以宽幅震荡运行为主。
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