港股異動 | 港口航運股普漲 BDI創13年來新高
格隆匯9月28日丨港口航運股普漲,中遠海能(1138.HK)大漲近18%,永豐集團控股漲超5%,中遠海運港口、中國外運漲超2%。受各船運類別需求強勁提振,波羅的海乾散貨運價指數週一上漲73點或1.6%,報4717點,為2008年9月來新高。海岬型船運價指數漲207點或3%,報7600點,創近12年來新高;日均獲利增加1721美元,報63030美元。巴拿馬型船運價指數漲8點,報4020點,為11周來新高;日均獲利增加76美元,報36180美元。超靈便型船運價指數漲4點,報3363點,為3周來新高。傑富瑞發表亞太區航運業報吿,就集裝箱現貨運價連續第三週漲幅放緩,難免令市場關注集裝箱運價是否已見頂,但該行認為運價仍未見頂,估計在聖誕節的航運窗口關閉(可能是10月底)之前,由於港口擁堵持續惡化,料相關費率將會上漲,估計至今年年底,乾散貨、油輪和航空貨運的收益季節性更強。

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