港股异动丨港口航运股拉升 RCEP释放红利
格隆汇11月17日丨港口航运股拉升,东方海外国际涨逾9%领涨,中远海控涨超5%。11月15日,第四次区域全面经济伙伴关系协定领导人会议举行,东盟十国以及中国、日本、韩国、澳大利亚、新西兰15个国家,正式签署区域全面经济伙伴关系协定(RCEP),标志着全球规模最大的自由贸易协定正式达成。前海开源基金首席经济学家杨德龙表示,RCEP的签署,使得我国在出口贸易方面将迎来更广阔的发展前景。这对我国出口贸易行业乃至整个经济的发展都是有利的。机构认为,RCEP推动区域经济一体化,出口强势格局有望延续。从中长期看,港口航运、跨境电商以及我国向其余成员国出口规模占比高的外向型产业或持续受益。

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