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港A兩地航運股走強 俄烏衝突或使海運面臨更嚴重勞動力緊缺
格隆匯2月28日丨港A兩地航運股走強,港股方面,遼港股份漲4.05%,中遠海能漲2.25%,中國外運和秦港股份等跟漲;A股方面,安通控股漲4%,中國外運漲2.83%,招商輪船漲2.22%,中遠海控漲2.03%。根據國際航運商會(ICS)發表的聲明,全球189萬海員中有10.5%是俄羅斯人,另外4%是烏克蘭人。烏克蘭進入戰時狀態,18至60歲烏男性公民將被禁止離開烏克蘭。ICS表示,由於90%的全球貿易通過船舶運輸,供應鏈可能會中斷。如不採取行動增加海員數量,商船船員將出現短缺,這會增加全球供應鏈的風險。俄烏衝突也使油輪難以停靠波羅的海部分港口,波羅的海油輪運費飆升至至少2008年以來的最高水平。

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