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港股異動丨海運股下挫 限電致部分外貿工廠產能下降
格隆匯9月29日丨海運股下挫,東方海外國際大跌逾8%,太平洋航運跌6.47%,中遠海控跌近5%。中國部分地區的工廠限電已經是板上釘釘的事實,很多出口工廠國慶節前都被限電,至於這輪限電持續到什麼時候,尚不可知。但是可以確定的是,工廠限電,必然對部分外貿產品的產量造成影響,從而導致船運公司貨量下降。據中國經濟週刊,9月27日,寧波一家貨運公司負責人表示,從寧波港、上海港發往美國西海岸的海運費價格大幅下跌,"3天跌去了3個月的漲幅",現約為12000美元/標箱。惠州某外貿物流服務企業負責人説,"近期海運物流出現暴跌,主要是限電,導致工廠出不了貨。全市場沒貨了,集裝箱價格自然炒作不起來。"

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