海運板塊走強 外貿企業一箱難求 部分航線上漲近10倍
格隆匯6月7日丨海運板塊走強,中遠海控漲超6%,寧波海運漲超5%,中谷物流、中遠海發等跟漲;港股方面,永豐集團控股漲超6%,東方海外國際漲、中遠海控漲超4%。如今全球海運業可謂“冰火兩重天”,海外多國疫情嚴峻,人工不足,港口集裝箱堆積如山;亞洲各大港口運輸繁忙,卻時常受“缺箱”“少櫃”困擾,集裝箱價格飛漲,一些海運航線上漲近10倍,仍然是“一箱難求”。中集集團董事長表示,今年‘一箱難求’的問題很難解決,集裝箱相對緊缺的情況會持續一段時間,集裝箱業務今年大概率量價齊升。


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