港股異動 | 港口航運股普漲 中遠海運港口(1199.HK)漲超6%
格隆匯10月28日丨港口航運股普漲,中遠海運港口(1199.HK)漲超6%,海豐國際漲超3%,中遠海發漲超1%。昨日,多家海運企業發佈三季報,其中,中遠海運港口第三季度純利同比增長19.7%至8593.8萬美元;海豐國際前三季收入同比增長2.1%至11.52億美元。績後大和上調中遠海運港口目標價至6.2港元,評級“買入”;匯豐研究亦上調海豐國際目標價至15港元,評級“買入”。板塊上,摩通曾表示轉為看好航運股,包括貨櫃及散貨航運。該行相信在中國工業及基建活動“追落後”下,波羅的海指數會在第四季高峯期上升。另據該行渠道調查發現,美國西岸的主要港口擠塞,在破紀錄運載量下,未來數週交付料延遲,並支持第四季運費率。

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