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《大行报告》汇丰研究料港口挤塞推高航运费率 重申予中远海控(01919.HK)及海丰国际(01308.HK)「买入」评级
阿思达克 05-27 16:03
汇丰研究发表的报告指,深圳自5月21日起录得七宗无徵状新冠确诊个案,并与盐田港口运作有关。近期确诊个案触发收紧防疫限制,包括暂停部分泊位运作、对码头员工检测、对有船员确诊船只采隔离措施,以及盐田港等港口暂停海员换更。

报告表示,盐田港挤塞情况恶化;并指盐田港每周服务近100条航线,60%赴欧洲及美国,占对美国出口的约四分之一,其挤塞将进一步干扰泛太平洋的航运班次。

此外,报告称,早前苏彝士运河堵塞对欧洲及东南亚带来的港口挤塞尚未完全解除。另印度疫情反弹令海员换更危机加剧,现时逾24个国家禁止来自印度人士入境,部分海运中心对来自印度的船只施加限制。雪上加霜的是,疫情致部分印度港口停运,进一步干扰航运班次。

由於港口挤塞情况持续,汇丰研究称,考虑计划6月生效的费率上调後,料航运费率将进一步获提振,甚至影响空运费率。该行认为其及市场对航运股今明两年的预测有上行风险,对中远海控(01919.HK)及海丰国际(01308.HK)均予「买入」评级,目标价分别20元及40元。

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