港股異動 | 港口航運股走強 中遠海運港口(1199.HK)漲超7%
格隆匯4月1日丨港口航運股走強,中遠海運港口(1199.HK)漲超7%,永豐集團控股漲超6%,中遠海控漲超3%,中國外運、太平洋航運等紛紛上漲。蘇伊士運河恢復了航行,但此前運河阻塞會導致運價繼續大漲的消息此起彼伏,讓不少企業顧慮重重。寧波本地最大的物流企業負責人表示,航運公司已經開始藉機漲價,歐洲紅海一週漲了2000美元,與蘇伊士運河沒有關係的美國航線,最近漲價也有40%到50%左右,預計今年第二季度海運費會居高不下。與此同時,隨着製造企業傳統的出貨旺季到來,“一箱難求”的狀況再次顯現。不少企業已經開始訂不到4月份的艙位。

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