中遠海控(01919.HK)回升9% 內地出口集裝箱運價指數創紀錄高
內地出口集裝箱運價指數屢創紀錄高,航運股逆市造好,尤其是從事提供集裝箱航運等相關租賃業務的中遠海控(01919.HK)重越10天及20天線(7.14元及7.32元),報7.38元即市高位,回升9%,成交增至2,988萬股。中遠海發(02866.HK)也重越20天及10天線(1.19元及1.2元),報1.2元,升3.4%,成交增至1,998萬股。
主要從事貨櫃運輸及物流業務的東方海外(00316.HK)扭四連跌,報59.6元,回升9.4%。主要提供海運、航運代理、堆場及倉儲相關服務的海豐國際(01308.HK)扭兩連跌,最15.06元,回升2.9%,挑戰10天線(15.13元)。
中外運(00598.HK)及中遠海運港口(01199.HK)續升1.9%及1.6%,分別報2.73元及5.24元,後者重越10天及10天線。
中國出口集裝箱運價指數(CCFI)繼前一周錄得歷來最大單周升幅後,上周五(11日)進一步升至1,411.98,創紀錄高。業內人士指,航運價格大漲,有供給側因素影響,更是出口活躍縮影。在海外疫情蔓延背景下,內地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,但隨著海外需求「總蛋糕」變大,不必過於擔憂出口增長放緩。
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