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海運板塊走高 中遠海控(601919.SH)逼近漲停 集裝箱船運費再創新高
格隆匯 04-27 14:41
格隆匯4月27日丨海運板塊尾盤持續走高,龍頭中遠海控衝擊漲停,寧波海運漲超6%,中谷物流、中遠海發、中遠海特等跟漲。蘇伊士堵船事件一個月後,集裝箱船運費的變化也顯現出來。從上海航運交易所發佈的上海出發現貨(即時合約)運費來看,發往美國西海岸為每個40英尺集裝箱4432美元,發往美國東海岸為5452美元,均比擱淺事故剛發生後的3月底上漲了1成以上,創出開始調查的2009年以來的最高價。專業人士認為,今年一季度強勁出口對應的需求動能才剛剛開始。從需求動能角度,今年一季度出口遠不能稱為“高點”,接下來航運市場仍將維持“緊平衡”。
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