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港A航運港口股集體走強:錦州港、招商南油漲停
格隆匯5月25日丨A股錦州港、招商南油漲停,北部灣港、盛航股份、日照港、連雲港、廈門港務、寧波海運等跟漲;港股中遠海能漲超5%,東方海外國際跟漲。中信建投指出,隨着上海解封政策的啟動,將出現一波貨物搶運潮,或將成為集運現貨市場的轉折點,預計最快5月底、6月初可以看到貨量提振。疊加逐步進入三季度傳統旺季,美線運價有望創歷史新高。

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