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港股異動 | 航運股集體走強 奧密克戎或推高運價
格隆匯11月29日丨港A兩地航運股集體走強,其中港股中遠海控漲7%,東方海外國際漲5%,太平洋航運,海豐國際漲3%;A股中遠海控漲近6%,中遠海發漲2%,中遠海特,寧波海運,中集集團漲1%。消息面上,新冠變種病毒奧密克戎於26日出現首例確診後迅速蔓延至歐洲,非洲,美洲,亞洲各地。近期,多家東南亞運費11月出現大幅上漲,暴漲原因或與疫情反覆,東南亞多個航班取消有關,達飛旗下專注亞洲市場的CNC本週剛剛發佈的漲價通知,蛇口港至泰國曼谷、林查班港,漲價USD350/700/700;蛇口至仁川釜山等港口,直接漲價USD500/1000/1000。分析人士稱,奧密克戎或加劇航運緊張局面,運價或再度上漲。


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