港股异动 | 港口航运股走强 集运市场再现“一船难求一箱难求”
格隆汇11月18日丨港口航运股延续近期涨势,厦门港务(3378.HK)涨超12%,永丰集团、海丰国际涨超4%,天津港发展、太平洋航运涨超3%。11月16日,受区域全面经济伙伴关系协定(RCEP)成功签署消息提振,港口航运等板块表现强势。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,港口航运等外向型产业或持续受益。另有业内人士指出,全球集运市场再现“一船难求、一箱难求”的情况,主流船公司订舱已至12月下旬,预测高运价将持续到春节前后。高运价与高运量将驱动航运公司四季度业绩爆发式增长。

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