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港股異動 | 部分航運股走強 太平洋航運漲近6% BDI漲5.7%
格隆匯 03-11 14:46
格隆匯3月11日丨部分航運股走強,太平洋航運漲近6%,中遠海能漲2.4%,中遠海控漲1.6%。因所有船型運價指數均上漲,波羅的海乾散貨運價指數週四漲5.71%,至近三個月最高水平。海岬型船運價指數上漲331點或14.5%,至2613點,去年12月21日以來最高。海岬型船日均獲利增加2740美元,至21668美元。巴拿馬型船運價指數上漲39點,至3233點,為12月7日以來最高。巴拿馬型船日均獲利上漲353美元,至29097美元。超靈便型船運價指數上漲78點,至四個多月以來最高的2923點。另外,大和上調太平洋航運目標價至4.75港元,評級“買入”。該行表示,太平洋航運目前在俄羅斯及烏克蘭的業務有限,而最近的軍事行動令大西洋市場壓力增加,太平洋市場則有正面反應,運費有所提高,管理層亦預期短期會產生相對正面的影響。

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