貨櫃價格飆升航運港口股揚 太航(02343.HK)中遠海控(01919.HK)漲9%及12%破頂
貨櫃價格飆升,航運港口股造好,尤其是日前獲匯豐看24元及「買入」評級的中遠海控(01919.HK)五連升,今天再突破上月初所創高位18.56元,最高見19.58元,創近13年高,現造19.3元,急漲12%,成交急增至1.65億股,涉資31億元;其A股漲停報25.03元人民幣,接近匯豐給予目標價25.5元人民幣。
中遠海發(02866.HK)重越10天及20天線,最高見1.64元,現造1.62元,續升8%;其A股漲逾6.5%曾高見3.26元人民幣。太平洋航運(02343.HK)升破上月初所創52周高位3.09元,最高見3.18元,創近七年高,現造3.06元,漲近9%。
東方海外(00316.HK)、中遠海能(01138.HK)升逾4%,前者高見142元,再度逼近4月初所創上市高位142.325元。此外,招商局港口(00144.HK)回升2%曾高見11.84元。
據「央視」報道,由於海外多國疫情仍然嚴峻,人手不足,導致港口集裝箱堆積如山;加上亞洲各大港口運輸繁忙,導致時常「缺箱」「少櫃」現象,刺激貨櫃價格飆升,一些海運航線漲近10倍,仍是「一箱難求」。
匯豐早前指,截至6月4日,上海出口集裝箱運價指數(SCFI)按周升3.4%再創歷史新高,在蘇彝士運河堵塞事件起十周以來更累升41%。此外,深圳鹽田港擠塞進一步惡化,且馬士基指擠塞情況已蔓延至鄰近蛇口港。
富瑞金融本周初也指,中國南部數個港口所在地區近期爆發新冠疫情,導致擁堵情形不斷惡化,這可能會使運費保持在高位,並為集裝箱運輸公司股票提供支撐。由於最近幾周延誤時間更長,並由最初鹽田港蔓延到更多港口,這將在集裝箱運輸業中形成一個供應瓶頸,提振承運商的定價能力和整體航運價格。過去幾周,即期和合同運費都創歷史新高,而且料這種上升趨勢可能會進一步延續。
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