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港股異動 | 港口航運股走強 中國出口集裝箱運價指數創歷史新高
格隆匯 12-15 11:30
格隆匯12月15日丨港口航運股逆勢走強,中遠海控大漲7%領漲,中遠海發、太平洋航運升超2%,中外運、中遠海能均上漲。中國出口集裝箱運價指數(CCFI)於上週五(11日)漲至1,411.98點,歷史性地站上1,400點創新高。在業內人士看來,航運價格大漲,有供給側因素影響,更是出口活躍的縮影。在海外疫情蔓延背景下,我國成為很多國際訂單理想的轉移地。雖然未來這種“替代效應”或減弱,但隨着海外需求“總蛋糕”變大,不必過於擔憂出口增長的放緩。如果歐美國家仍處於封鎖狀態或者疫苗的研發及推廣不及預期,宏觀經濟陷入持續衰退,集裝箱運輸行業的良好增長勢頭就有可能無法維持。

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