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航運板塊走強 海運需求集中爆發價格飆升
格隆匯 12-24 09:52
格隆匯12月24日丨航運板塊走強,寧波海運拉昇漲停,海峽股份漲超7%,中遠海特漲近7%,中遠海控、中遠海發等紛紛走強。出口訂單快速轉好,國內集裝箱需求集中爆發,而海外疫情持續致全球集裝箱週轉不暢,海運價格飆升3倍仍“一箱難求”。目前嚴重缺集裝箱,需要等待2至4周時間。有的集裝箱炒到3000多美元,海運運費則飆升到平時的3倍。為應對上半年貿易量的減少,航運公司普遍在在2020年上半年減少了船舶運力,由於貿易量反彈、高運價和低燃料成本,2020年下半年開始航運公司業績將非常強勁。由於目前企業和堆場庫存均處於較低水平,預計集裝箱短缺現象仍將持續至2021年一季度。

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