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港股異動 | 海運股飆升 機構稱俄烏戰事或將刺激航運運價上行
格隆匯3月3日丨海運股飆升,中國外運大漲逾11%領漲,海豐國際漲逾8%,東方海外國際漲逾7%。因疫情後商品需求回升,全球集運供應鏈始終處於緊繃狀態,如今烏克蘭危機又將加劇這一緊張局面。從集裝箱、油輪到幹散貨和天然氣運輸,暫停對俄業務的公司將影響到所有航運部門。中信建投認為,為應對局部戰爭風險,後續班輪公司或將優化貿易航線,增加比雷埃夫斯港或西北歐港口相關的替代性航線;同時歐洲或將加大物資囤貨,帶動整體噸海里的需求提升。招商證券也表示,地區衝突或將刺激航運運價上行。

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