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海運板塊走強 行業景氣度不減 高運價有望持續到2021年下半年
格隆匯 01-04 10:59
格隆匯1月4日丨海運板塊走強,中遠海控拉昇觸及漲停,寧波海運此前已封漲停,中遠海特、中遠海發大漲超6%,中谷物流、中遠海能等跟漲。自5月以來,全球集裝箱運價CCFI綜合、SCFI綜合、SCFI美西(基本港)、SCFI歐洲(基本港)、SCFI南美、CCFI東南亞航線、CCFI澳新航線運價指數分別累計上漲89%、209%、137%、414%、584%、98%、77%。國元國際表示,今年特殊的疫情環境導致海運行業供需出現了歷史性的失衡,在近期海外疫情加劇超預期且暫未有好轉跡象的情況下,預計海運市場當前的混亂狀態還將持續,高運價有望延續到2021年下半年,相較於此前行業預期運價將於2021年春節前後回落有所延後。

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