海運板塊走強 海運集裝箱一櫃難求 價格飛漲近3倍
格隆匯10月22日丨海運板塊走強,中遠海發漲超5%,招商輪船漲超3%,中遠海能、中遠海控等集體跟漲。由於新冠肺炎疫情的影響,國際物流運力下降,導致集裝箱船運費大漲,美西航線運價更是較年初漲了近3倍,在運力緊張的背景下,行業頻頻產生甩櫃的現象。截至10月9日,上海出口至美西、美東基本港市場運價分別為每條集裝箱3848美元和4622美元,美西航線運價更是創2009年發佈以來新高,相較3月初每條集裝箱價格1361美元上漲了近三倍。一家集裝箱製造企業相關負責人表示,從他們企業的集裝箱銷量來看,七八月份整個環比增速很快,且集裝箱的生產已經排到了年底。

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