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港股異動 | 港口航運股走高 BDI觸及近三週高位
格隆匯2月9日丨港口航運股繼續走高,太平洋航運、海豐國際漲超4%,中遠海運港口、招商局港口漲超3%,廈門港務、中國外運漲超2%。受助於所有船舶運費上漲,波羅的海乾散貨指數週二上漲5.7%,至1503點,為1月19日以來近三週高位。海岬型船運價指數上漲4.7%至1202點,海岬型船日均獲利增加448美元至9969美元;巴拿馬型船運價指數上漲6.3%至1971點,巴拿馬型船日均獲利上漲1046美元至17740美元。摩通最新發研報指,雖然市場擔憂即期運費及利潤增長趨勢見頂,但預期全球集裝箱航運業今年發展將更加強勁,其中調研機構Drewry預測行業息税前利潤(EBIT)將達到2000億美元,高於2021年的1900億美元。摩通預期,受合約費率及比率較高所支持,今年行業被低估的情況將轉變,同時預期今年即期運費將有所調整,整體行業供需將變得更加有利。摩通還指,馬士基巨型貨船日前擱淺,證明隨着全球供應鏈拉長,整個行業便容易發生事故;Omicron疫情惡化,導致人手短缺,亦加劇美國主要港口的擁堵狀況。但該行認為需求高企下,今年行業收益有望進一步攀升,各航企去年第四季業績亦異常強勁。

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