港股異動 | 海運股大漲,機構指海運運價有望進一步上行
格隆匯6月30日丨在港上市海運股大漲,東方海外國際(0316.HK)漲5.2%,海豐國際(1308.HK)、中遠海控(1919.HK)漲逾4%。波羅的海乾散貨指數週二上漲2.8%,為連續5個交易日上漲。開源證券指,隨着疫苗大規模推廣、帶動美歐等進口需求維持高位,以及油價趨勢大漲,海運運價或持續位居高位。華泰證券認為,當前市場的運價走強具有持續性,並非疫情背景下的物流週轉效率下降所致。同時,美國的基建計劃將為全球散貨運輸需求帶來超預期的市場增量。對2021-2022年幹散航運市場持樂觀觀點,預計運價有望進一步上行。

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