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港股異動 | 港A兩地港口航運股齊升 中遠海發(2866.HK)大漲超8%
格隆匯 12-04 11:34
格隆匯12月4日丨港A兩地港口航運股同步拉昇,港股中遠海發大漲8.55%,中遠海控漲4%,廈門港務、中外運皆上漲。A股中遠海特漲超5%,中遠海發漲4%,連雲港、渤海輪渡跟漲。跨境電商的火熱讓集裝箱緊缺的問題受到廣泛關注。從鹽田港務集團消息人士處獲知,集裝箱相對短缺的情況確實存在。從大連港瞭解,今年該港口並不缺箱。集裝箱缺貨現象從今年6月份就開始了,企業需要提前預定集裝箱。並且,近幾個月集裝箱緊缺問題一直存在,出口商提前預定時間不斷加長,從一週、10天一直拉長到20天、一個月,甚至部分還需要搖號拼運氣。目前廣州發往紐約40英尺的集裝箱價格漲到5000美金,超過疫情前的3倍;特種櫃的漲價更為瘋狂,有貨代在短短一週內被船公司漲價4000美金,北方港口某些特種櫃更漲價至1萬美金,而疫情前特種櫃的定價僅1000美金左右。

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