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港股異動 | 港口航運股走強 中遠海控(1919.HK)漲超7%
格隆匯8月23日丨港口航運股走強,中遠海控(1919.HK)漲超7%,海豐國際漲超4%,中遠海發、太平洋航運漲超3%。據悉,今年以來,波羅的海乾散貨指數(BDI)大幅上漲,迄今累計漲幅超過180%,指數創11年來新高。有分析人士稱,全球經濟復甦、船舶運營成本、天氣因素、各國煤炭及糧食儲備計劃等多因素共同推動了本輪BDI大漲行情。大宗商品需求偏強,但利空因素逐漸顯現,預計大宗商品價格續創新高可能不大,BDI漲勢或延續,但波動也將加大。中信建投近日亦指,北美航線運價持續向上,歐地航線新一輪漲價後趨穩,裝載率保持滿載爆艙。市場西行運價新一輪推漲後逐漸趨穩;供需嚴重失衡導致的單邊市場格局仍將持續。

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