港股異動 | 港口航運股普遍上漲,投行預計今年運費將持續上漲
格隆匯1月26日丨港口航運股普遍上漲,太平洋航運漲5.8%、中遠海控漲近4%,中國外運漲近2%。瑞信預計2022年運費將持續上漲,指出新增供應有限,加上長期合約帶來收入,航運需求強勁,以及去年基數較低。又指,除供應鏈挑戰外,各地對船員的檢疫要求及零星封鎖措施將繼續阻礙航運力,預期2022年供應量將按年增長4%,需求則增長5%,另外行業高度整合對運費亦有支持。

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