港股异动 | 港口航运股普涨 出口订单快速转好 国内集装箱需求爆发
格隆汇12月23日丨港口航运股普遍上涨,中远海控升5.22%,海丰国际、太平洋航运涨3%,中远海发、中外运均上涨。据中证报,沉寂十年的海运市场这个冬天异常火爆。通过调查发现,出口订单快速转好,国内集装箱需求集中爆发,而海外疫情持续致全球集装箱周转不畅,海运价格飙升3倍仍“一箱难求”。外贸厂商成本急剧上升,出口业务大受影响。但海运属于全球化市场,整体运力仍供过于求,造成目前的局面有其特殊性,船公司扩充运力面临两难选择。

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