海丰/中远海控/东方海外(00316.HK)续涨6%-10%探顶 上海集装箱运价指数创11年高海内外船运公司纷升盈测
上海集装箱运价指数自7月以来逆风持续上涨至上周五创11年新高，航运公司纷纷上调盈测，加上环球新冠肺炎疫苗研发有望短期内面世，市场炒经济复苏。中资航运股近期普遍跑赢，尤其是本月初公布首三季多赚逾82%的中远海控(01919.HK)七连涨，今天股价突破汇丰本月初上调後目标价7元，最高见7.62元，仅次於2015年4月所创高位8.16元，现造7.53元，续升8.3%，成交已较昨天全日成交量急增近1倍至5,323万股。中远海发(02866.HK)继上周初升至1.34元近两年半遇压後，股价反覆整固守稳10天线，今天高见1.25元，现造1.23元，回升6%，成交增至6,727万股。
主要从事货柜运输及物流业务的东方海外(00316.HK)七连涨兼连续第五天探顶，今天更升破2018年7月所创高位67.988元，最高见69.95元，现造68.8元，续涨10%。主要提供海运、航运代理、堆场及仓储相关服务的海丰国际(01308.HK)五连升兼屡创纪录高，最高见17.12元，现造17元，续升6.1%。
中外运(00598.HK)最高见2.94元，创近十个月高，现造2.91元，续升2.5%，成交已达1,610万股。中远海运港口(01199.HK)重越10天线(5.43元)，最高见5.51元，现造5.46元，回升4%。
主要运载原油/成品油/液化天然气等相关产品的中远海能(01138.HK)跑输，股价仅重越20天、50天及10天线(3.22-3.33元)，最高见3.39元，现造3.35元，回升4.4%，成交增至3,023万股。主要从事提供国际乾散货船货运服务的太平洋航运(02343.HK)高见1.34元，暂受制上周初所创近九个月高位1.39元，现造1.32元，续升3.1%，成交增至2,132万股。
上海航运交易所上周五(13日)发布上海出口集装箱综合运价指数较上期急涨11.6%至1857.33，创08年金融危机以来新高。除了上海港出口运价攀升外，全国各大港口运价都大幅上涨。另外，中国港口协会最新数据显示，重点监测沿海港口集装箱业务进一步提速，10月八大枢纽港口集装箱吞吐量按年增速加快至11.1%，增速创年内新高；其中外贸年增加快至11.9%，内贸年增加快至9%。
此外，目前全球集运航线运价进入疯涨状态，主流船公司订舱已经至12月下旬，高运价与高运量驱动公司末季业绩爆发式增长，主流船公司预测高运价将持续至春节前後。受运价持续攀升影响，海内外船运公司纷纷调高盈利预测，其中全球最大航运企业马士基再上调全年业绩预测。
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