海运板块走强 外贸复苏 海运价格上涨
格隆汇8月11日丨海运板块走强,招商南油、渤海轮渡涨停,中远海控涨超6%,中远海特、招商轮船涨超4%,中远海能、中远海发等跟涨。海关总署8月7日发布的最新外贸数据显示,7月中国外贸进口、出口继续保持双双正增长,出口首次实现两位数增长。7月份中国外贸进出口2.93万亿元,增长6.5%。其中,出口1.69万亿元,增长10.4%;进口1.24万亿元,增长1.6%。连续两周,美西航线(SCFI)运价指数站在3000点之上,并创下历史新高。其中,7月31日美西线运价周环比上涨17%至3167美元/FEU(40英尺集装箱),并创2010年披露数据以来历史新高。业内专家、券商研究员等人普遍认为,与数年前相比,集运行业整合带来的集中度快速提升对于稳定竞争格局具有重要作用。简而言之,当前全球集运行业的网络效应和规模效应更为明显,这无疑有利于整个行业板块的稳定和复苏。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.