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港A海運股集體走強 中遠海控領漲
格隆匯9月10日丨港A兩地海運股集體走強。A股中遠海控漲超7%,招商輪船漲超5%,長航鳳凰漲4%,中遠海特漲近4%,中遠海發和中谷物流漲超2%。港股中遠海控漲超5%,中國外運漲超2%。今年以來,運力緊缺價格上漲,船運價格持續高位。這使得中遠海控大為受益。由於市場需求激增,9月2日晚,中遠海控宣佈豪擲102億元訂購十艘船,這是中遠海控在3個月內簽訂的第二筆百億元訂單。天風證券認為,上半年全球供應鏈的紊亂仍在持續,中遠海控海運業務量價齊升,展望三季度,海運運費仍在持續上漲的過程當中,疊加旺季來臨,截至8月27日,SCFI(上海出口集裝箱運價指數)已上漲至4385.62的水平,有理由相信中海海控三季度業績會更為強勁。
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