港股異動 | 港口航運股普跌 BDI指數創近四年新低
格隆匯2月7日丨港口航運股普跌,日照港裕廊(6117.HK)跌逾6%,中國外運、太平洋航運、中遠海控跌逾3%,中遠海能、青島港、招商局港口等紛紛下跌。自去年12月初以來,主要受船舶需求下降拖累,有着全球航運晴雨表之稱的波羅的海乾散貨指數(BDI)大幅下行。截至本週三(2月5日),BDI指數報430點,自1月17日以來出現“十四連跌”,同時創下2016年4月5日以來的新低。根據波羅的海交易所的數據,目的地為中國的好望角型散貨船自9月以來費率驟降92%。截至週四,每日運費僅略高於3000美元,遠低於支付給船員的費用。中國貨代行業的人士表示,集裝箱船、油輪和幹散貨船的訂艙量正在迅速下降,這種放緩可能會持續到3月份。亦有分析人士指出,受全球貿易下行風險以及散運市場季節性需求放緩等因素影響,後市BDI持續下跌仍是大概率事件。
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