货柜价格飙升航运港口股扬 太航(02343.HK)中远海控(01919.HK)涨9%及12%破顶
货柜价格飙升,航运港口股造好,尤其是日前获汇丰看24元及「买入」评级的中远海控(01919.HK)五连升,今天再突破上月初所创高位18.56元,最高见19.58元,创近13年高,现造19.3元,急涨12%,成交急增至1.65亿股,涉资31亿元;其A股涨停报25.03元人民币,接近汇丰给予目标价25.5元人民币。
中远海发(02866.HK)重越10天及20天线,最高见1.64元,现造1.62元,续升8%;其A股涨逾6.5%曾高见3.26元人民币。太平洋航运(02343.HK)升破上月初所创52周高位3.09元,最高见3.18元,创近七年高,现造3.06元,涨近9%。
东方海外(00316.HK)、中远海能(01138.HK)升逾4%,前者高见142元,再度逼近4月初所创上市高位142.325元。此外,招商局港口(00144.HK)回升2%曾高见11.84元。
据「央视」报道,由於海外多国疫情仍然严峻,人手不足,导致港口集装箱堆积如山;加上亚洲各大港口运输繁忙,导致时常「缺箱」「少柜」现象,刺激货柜价格飙升,一些海运航线涨近10倍,仍是「一箱难求」。
汇丰早前指,截至6月4日,上海出口集装箱运价指数(SCFI)按周升3.4%再创历史新高,在苏彝士运河堵塞事件起十周以来更累升41%。此外,深圳盐田港挤塞进一步恶化,且马士基指挤塞情况已蔓延至邻近蛇口港。
富瑞金融本周初也指,中国南部数个港口所在地区近期爆发新冠疫情,导致拥堵情形不断恶化,这可能会使运费保持在高位,并为集装箱运输公司股票提供支撑。由於最近几周延误时间更长,并由最初盐田港蔓延到更多港口,这将在集装箱运输业中形成一个供应瓶颈,提振承运商的定价能力和整体航运价格。过去几周,即期和合同运费都创历史新高,而且料这种上升趋势可能会进一步延续。
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