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中集集團(000039.SZ)逆勢上漲 強於板塊整體表現
格隆匯 02-01 13:30
格隆匯2月1日丨海運板塊今日整體仍繼續走弱,中遠海特、中遠海發等繼續持續上週走勢且均有明顯跌幅,但中集集團(000039.SZ)經過上週的明顯下跌後,今日逆勢上漲,表現明顯強於整個板塊。有數據顯示,遠洋航線運價在連續大漲後近日出現一定程度的回落。但中國集裝箱運輸需求依然保持在較高水平。出口市場總體平穩,市場運價依舊高位徘徊。對於中集集團上週的回調,分析人士指出,主要是受大盤大跌、所屬板塊週期調整、同業公司股價異動影響。大盤目前進入調整期,年報預吿進入密集披露期,市場加速排雷,做空情緒釋放後有望繼續上行。中集集團今天走勢脱離了海運板塊走出獨立情形,説明市場對其的認可。

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