港股異動 | 港口航運股續漲 中遠海發(2866.HK)漲超5%
格隆匯5月10日丨港口航運股繼續走強,中遠海發(2866.HK)漲超5%,中遠海控漲超2%,海豐國際、天津港發展、太平洋航運、中國外運等漲超1%。今年以來,太平洋航運已累漲超1倍,海豐國際漲超90%,中遠海控漲超80%。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。此外,受經濟復甦、大宗商品需求回升等因素的影響,波羅的海乾散貨指數(BDI)持續創出新高。近期該指數一度上漲至3266點,近三個月漲幅逾140%。伴隨着BDI指數走強,相關海洋運輸與集裝箱板塊受到市場關注。

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