港股異動 | 港口航運股續漲 海豐國際(1308.HK)漲超5%創新高
格隆匯5月7日丨港口航運股繼續走強,海豐國際(1308.HK)漲超5%創歷史新高,今年以來已累漲近1倍;中遠海控、中遠海發、天津港發展均漲超1%。大宗商品需求火熱,波羅的海乾散貨指數(BDI)持續上漲,創近11年新高。近日,馬士基、赫伯羅特、萬海航運等班輪公司相繼宣佈,自5月起,上調部分海運運費。馬士基認為,全球進出口需求激增,將導致供應鏈瓶頸、缺箱等狀況持續至2021年第四季度。有業內人士指出,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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