海運板塊大幅高開 全球海運價格續創新高
格隆匯5月6日丨A股海運板塊大幅高開,中遠海控、寧波海運大漲超8%,中遠海發漲超4%,中遠海特、中谷物流等跟漲。五一長假期間,港股航運及港口板塊繼續走強。波羅的海乾散貨運價指數5月5日漲3.5%,報3266點,接近11年高點。海岬型船運價指數漲4.3%,報5404點,為近11年以來新高;日均獲利增加1858美元至44817美元。巴拿馬型船運價指數漲4.6%,報2848點;日均獲利增加1119美元至25634美元。超靈便型船運價指數漲2135點。業內認為,近日美國航線現貨運價上升,反映出供需關係持續緊張,在美國市場前景樂觀的支持下,船公司可能對續約後提價更有信心。預計在沒有重大負面事件的情況下,目前的高運價水平料得以維持。

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