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港口航運股高開,中國外運(0598.HK)漲8%

格隆匯7月8日丨港口航運股高開,中國外運(0598.HK)漲7.94%,永豐集團控股漲超4%。

受海岬型船舶價格上漲提振,BDI指數週三結束了連續五個交易日的跌勢。

此外,多家海運企業昨日晚間發佈盈喜公吿。其中,中遠海控上半年預盈370.93億元(人民幣,下同),較去年同期的淨利11.37億元同比大增3162%;中國外運上半年預盈20.10億元-22.53億元,同比增長65%-85%。

大摩發報吿稱,中遠海控二季度業績預吿強勁,因需求旺季預計集運市場將會在未來2-3個月維持高景氣,將會使股價進一步走高,上調公司H股目標價46%至21.2港元。

此前摩通亦指,運費短期料維持上行週期,特別是長途航程(歐亞及跨太平洋);考慮需求動力及供應限制後,建議投資者繼續緊抱升浪。

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