板塊異動 | 一櫃難求!集裝箱運費暴漲!中遠海控漲超7%、中遠海發漲超6%
uSMART盈立智投11月20日消息,集裝箱海運個股繼續爆發,截至11:12分,中遠海控漲超7%、中遠海發漲超6%。
自8月份以來,中遠海控已經累計漲超160%,中遠海發漲超60%。
行業方面,據《上海證券報》報道,集裝箱海運指數已連漲3個多月,如今已接近4000美元/FEU(40英尺集裝箱)水平。今天,業內又出現另一個更令人嗔目結舌的價格——某班輪鹽田至西班牙阿爾赫西拉斯的40英尺集裝箱,報出了10000美元的天價。
種種因素,讓中歐班列陸運集裝箱同樣極其搶手,有的地方甚至推出搖號搶訂艙位價格。
中金公司研究部董事總經理、交通運輸及基礎設施研究主管楊鑫認爲,目前全球集裝箱航運行業集中度大幅提升,前十大運力的份額佔比已從10年前低於60%,提高到83%,市場從長期角度可期待行業盈利中樞和估值水平的擡升。
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