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板块异动 | 一柜难求!集装箱运费暴涨!中远海控涨超7%、中远海发涨超6%

uSMART盈立智投11月20日消息,集装箱海运个股继续爆发,截至11:12分,中远海控涨超7%、中远海发涨超6%。

自8月份以来,中远海控已经累计涨超160%,中远海发涨超60%。

行业方面,据《上海证券报》报道,集装箱海运指数已连涨3个多月,如今已接近4000美元/FEU(40英尺集装箱)水平。今天,业内又出现另一个更令人嗔目结舌的价格——某班轮盐田至西班牙阿尔赫西拉斯的40英尺集装箱,报出了10000美元的天价。

种种因素,让中欧班列陆运集装箱同样极其抢手,有的地方甚至推出摇号抢订舱位价格。

中金公司研究部董事总经理、交通运输及基础设施研究主管杨鑫认为,目前全球集装箱航运行业集中度大幅提升,前十大运力的份额占比已从10年前低于60%,提高到83%,市场从长期角度可期待行业盈利中枢和估值水平的抬升。

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