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海運股集體大漲 中美航線海運價格再創歷史新高
格隆匯8月12日丨海運價格再創歷史新高,刺激港A兩地海運股集體大漲。A股中遠海控漲超6%,中遠海特和中遠海發漲超5%,盛航股份和中谷物流漲超4%;港股中遠海控漲超5%,太平洋航運漲近5%,中遠海發、東方海外國際和中國外運漲超3%。昨天,全球集裝箱貨運指數顯示,中國、東南亞至北美東海岸的海運價格首次超過每標箱2萬美元。專家表示,近一個月來,馬士基、地中海、赫伯羅特等多家全球主要船公司,陸續上調或增加以旺季附加費、目的地港口擁堵費為名的多項附加費。這是近期海運價格大幅上漲的關鍵。業內人士分析,今年前7個月,中美貿易達到2.62萬億元,同比去年增長28.9%,大大高於進出口的總體增幅,這也成為推動中美航運價格大幅上漲的重要原因。據知情人士稱這種價格高企的現象或將持續到中國2022年農曆新年。


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