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海運板塊走強 外貿復甦 海運價格上漲
格隆匯 08-11 10:37
格隆匯8月11日丨海運板塊走強,招商南油、渤海輪渡漲停,中遠海控漲超6%,中遠海特、招商輪船漲超4%,中遠海能、中遠海發等跟漲。海關總署8月7日發佈的最新外貿數據顯示,7月中國外貿進口、出口繼續保持雙雙正增長,出口首次實現兩位數增長。7月份中國外貿進出口2.93萬億元,增長6.5%。其中,出口1.69萬億元,增長10.4%;進口1.24萬億元,增長1.6%。連續兩週,美西航線(SCFI)運價指數站在3000點之上,並創下歷史新高。其中,7月31日美西線運價周環比上漲17%至3167美元/FEU(40英尺集裝箱),並創2010年披露數據以來歷史新高。業內專家、券商研究員等人普遍認為,與數年前相比,集運行業整合帶來的集中度快速提升對於穩定競爭格局具有重要作用。簡而言之,當前全球集運行業的網絡效應和規模效應更為明顯,這無疑有利於整個行業板塊的穩定和復甦。

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