《大行報告》匯豐研究料港口擠塞推高航運費率 重申予中遠海控(01919.HK)及海豐國際(01308.HK)「買入」評級
匯豐研究發表的報告指,深圳自5月21日起錄得七宗無徵狀新冠確診個案,並與鹽田港口運作有關。近期確診個案觸發收緊防疫限制,包括暫停部分泊位運作、對碼頭員工檢測、對有船員確診船隻採隔離措施,以及鹽田港等港口暫停海員換更。
報告表示,鹽田港擠塞情況惡化;並指鹽田港每周服務近100條航線,60%赴歐洲及美國,佔對美國出口的約四分之一,其擠塞將進一步干擾泛太平洋的航運班次。
此外,報告稱,早前蘇彝士運河堵塞對歐洲及東南亞帶來的港口擠塞尚未完全解除。另印度疫情反彈令海員換更危機加劇,現時逾24個國家禁止來自印度人士入境,部分海運中心對來自印度的船隻施加限制。雪上加霜的是,疫情致部分印度港口停運,進一步干擾航運班次。
由於港口擠塞情況持續,匯豐研究稱,考慮計劃6月生效的費率上調後,料航運費率將進一步獲提振,甚至影響空運費率。該行認為其及市場對航運股今明兩年的預測有上行風險,對中遠海控(01919.HK)及海豐國際(01308.HK)均予「買入」評級,目標價分別20元及40元。
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