港A兩市港口航運股普漲 太平洋航運(2343.HK)漲超5%
格隆匯2月25日丨港A兩市港口航運股普漲,港股中,太平洋航運(2343.HK)漲超5%,招商局港口、海豐國際、中國外運等漲超3%;A股中,中遠海控漲超4%,中遠海特、招商輪船等跟漲。中國銀河發研報指,春節過後,我國經濟加快復甦信號明顯,“黑色產業鏈”呈現高景氣度,散運需求堅挺,運價較節前有所上調,重回1600點以上高位。交銀國際亦認為,當前堅挺的需求以及持續的設備短缺,將在短期內支撐集運企業的股價。維持東方海外和海豐國際的買入評級。


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