港股異動 | 港口航運股續漲 行業料迎高景氣度
格隆匯10月6日丨港口航運股延續昨日漲勢,中遠海運港口(1199.HK)漲超4%,招商局港口漲超3%,中國外運、中遠海能、太平洋航運等跟漲。波羅的海乾散貨指數在上週五(10月2日)上漲151點或8.1%,報2020點,為去年9月25日以來新高,因鐵礦石需求增加推升海岬型船價格及需求。海岬型船運價指數上漲450點,或12.7%,至3987點,日均獲利增加3734美元至33066美元。此外,受益於需求的回升,集裝箱出貨量持續增加,跟蹤航運美西航線(SCFI)運價指數自7月中旬創下4年曆史新高後,2個多月來上漲勢頭仍未停下。有分析人士指,海運方面繼續維持高景氣度,比如説港口擁堵,集裝箱仍缺箱嚴重,UPS和DHL繼續新增旺季附加費,整個第四季度料將持續升温。

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