港股異動丨集裝箱製造商走強 集裝箱“一櫃難求”
格隆匯11月6日丨勝獅貨櫃和中集集團分別上漲7.25%和3.37%,後者股價創下近兩年來新高。我國進出口貿易額已連續4月加速增長,主要港口集裝箱吞吐量底部反彈。憑藉較低的勞動力成本、快速增長的經濟環境,中國集裝箱製造商在全球市場的份額不斷擴大。全球95%以上的集裝箱來自中國。在行業量價齊升的情況下,國內集裝箱產銷企業將直接受益。而中集集團產銷量均為世界第一,佔市場份額的45%左右。公司在近日接受調研時表示,集裝箱市場近期需求有明顯增長,目前公司集裝箱訂單已排至明年春節前後。從今年8月份開始,集裝箱的需求和價格大幅上漲,出現“一箱難求”的情況。在需求的提振下,集裝箱價格也迎來明顯的提升,數據顯示,2020年9月,我國集裝箱出口均價為3803.75美元/個,較3月份上升400多美元。勝獅貨櫃則是世界第二大集裝箱製造企業。

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