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海運板塊繼續走高 集裝箱艙位稀缺 航線運價暴漲
格隆匯 05-21 13:27
格隆匯5月21日丨海運板塊午後繼續走高,龍頭中遠海控大漲超8%,寧波海運漲超6%,中遠海發、中遠海特等跟漲。有媒體稱,自去年下半年以來,集裝箱海運價格持續上漲。據多位行業人士介紹,部分航線漲幅近10倍,集裝箱艙位“一艙難求”,貨方大多提前兩週便開始排隊訂艙,更有黃牛加價1000-3000美金代搶艙位。由於境外疫情蔓延導致勞動力不足等因素,美國、歐洲等地港口自2020年第四季度以來發生嚴重擁堵,集裝箱船運力和空集裝箱供需矛盾加劇,運價暴漲。行業人士預測,集裝箱海運價格持續上漲的情況至少會持續到今年年底。

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