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海運板塊再度走高 中遠海特(600428.SH)漲停
格隆匯7月2日丨海運板塊再度走高,中遠海特拉昇漲停,中遠海發漲超7%,招商輪船漲超4%,中谷物流、盛航股份、中遠海能等跟漲。華泰證券指出,今年以來,伴隨大宗商品需求回升,幹散運價大幅反彈,景氣上行。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。作為週期跨度最長的行業之一,幹散航運市場自2008年金融危機後,市場持續低迷,全行業供給增速逐年放緩。船舶供給趨緊疊加需求的邊際修復足以驅動行業觸底回升。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。我們對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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