港A两市港口航运股普涨 太平洋航运(2343.HK)涨超5%
格隆汇2月25日丨港A两市港口航运股普涨,港股中,太平洋航运(2343.HK)涨超5%,招商局港口、海丰国际、中国外运等涨超3%;A股中,中远海控涨超4%,中远海特、招商轮船等跟涨。中国银河发研报指,春节过后,我国经济加快复苏信号明显,“黑色产业链”呈现高景气度,散运需求坚挺,运价较节前有所上调,重回1600点以上高位。交银国际亦认为,当前坚挺的需求以及持续的设备短缺,将在短期内支撑集运企业的股价。维持东方海外和海丰国际的买入评级。


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