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港口航運股普跌,東方海外國際(0316.HK)跌逾3%

格隆匯10月22日丨港口航運股普跌,東方海外國際(0316.HK)跌逾3%,太平洋航運、中遠海能、永豐集團控股、中遠海運港口、廈門港務均跌逾2%。

波羅的海乾散貨運價指數週四下跌98點或2.1%,至4653點。海岬型船運價指數下跌357點或4.9%,至6918點;日均獲利減少2959美元至57374美元。巴拿馬型船運價指數上漲68點或1.6%,至4304點;日均獲利增加609美元至38737美元。超靈便型船運價指數上漲6點,至3624點,創2017年有統計以來新高。

此外據悉,近期,南沙港、鹽田港至美國西海岸海運報價開始“退温”,與9月10日20586美元/ FEU(40英尺集裝箱)高點相比,下跌近5000美元,跌幅超20%,甚至有部分熱門航線報價的跌幅達51.4%。業內人士剖析,降價的主要原因與遠洋船隻集中回港、補充倉位有關,運價是否進入下調通道則還須看後續市場供求情況。

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