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港股異動 | 港口航運股普漲 中遠海能(1138.HK)漲逾3%
格隆匯 02-05 10:35
格隆匯2月5日丨港口航運股普漲,日照港裕廊(6117.HK)漲逾11%,海豐國際漲逾4%,中遠海能漲逾3%,中國外運、青島港、招商局港口等漲逾2%。個股方面,中遠海運港口於1月30日獲增持100萬股,總價約577.67萬港元;中遠海能近日發公告確認大連油運已自2020年1月31日(美國東部時間)起被OFAC移出特別指認國民名單。中金認為其不確定性因素消除,有助於提升估值水平;繼續看好2020-2021年油運板塊,維持中遠海能“跑贏行業”評級和目標價4.8港元。板塊上,交銀國際此前發研報稱,預計貿易協議的簽訂將提振集裝箱運輸市場的情緒,但對跨太平洋航線貨運量的短期影響有限,認為2020年跨太平洋航線的貨運量恢復仍要看美國製造業生產和消費狀況。維持海豐國際“買入”評級,以及中遠海運和東方海外的”中性“評級。
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