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中远海控(01919.HK)回升9% 内地出口集装箱运价指数创纪录高
阿思达克 12-15 14:08
内地出口集装箱运价指数屡创纪录高,航运股逆市造好,尤其是从事提供集装箱航运等相关租赁业务的中远海控(01919.HK)重越10天及20天线(7.14元及7.32元),报7.38元即市高位,回升9%,成交增至2,988万股。中远海发(02866.HK)也重越20天及10天线(1.19元及1.2元),报1.2元,升3.4%,成交增至1,998万股。

主要从事货柜运输及物流业务的东方海外(00316.HK)扭四连跌,报59.6元,回升9.4%。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)扭两连跌,最15.06元,回升2.9%,挑战10天线(15.13元)。

中外运(00598.HK)及中远海运港口(01199.HK)续升1.9%及1.6%,分别报2.73元及5.24元,後者重越10天及10天线。

中国出口集装箱运价指数(CCFI)继前一周录得历来最大单周升幅後,上周五(11日)进一步升至1,411.98,创纪录高。业内人士指,航运价格大涨,有供给侧因素影响,更是出口活跃缩影。在海外疫情蔓延背景下,内地成为很多国际订单理想的转移地。虽然未来这种「替代效应」或减弱,但随着海外需求「总蛋糕」变大,不必过於担忧出口增长放缓。

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