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港股異動 | 港口運輸股集體上漲 中遠海能漲13%創超3個月新高
格隆匯2月8日丨港股運輸股集體上漲,其中港股中遠海能漲13.25%,報3.42港元,股價創超3個月新高;A股中遠海能漲停,報5.76元人民幣,總市值274億元人民幣。另外,中遠海控漲6%,中遠海發、太平洋航運漲2%,中國外運、中遠海運港口漲約1.5%。消息面上,2022年首月,上海港集裝箱吞吐量突破435萬標準箱(TEU),創歷史月度新高;散雜貨吞吐量取得佳績,多項生產指標攀上"新高點"。其中,部分公司集裝箱吞吐量也同時創下月度新高。本週,申萬宏源發佈專題報吿,認為油輪板塊利空衝擊基本結束,左側條件已經具備。並指,中遠海能的LNG及內貿原油業務每年均可貢獻12-13億左右穩定利潤。

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