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A股異動 | 港口股持續拉昇 多隻個股漲停
格隆匯5月25日丨航運港口板塊持續拉昇,盛航股份、招商南油、錦州港、北部灣港、日照港等多股漲停,廈門港務、連雲港、南京港、廣州港等漲幅居前。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。天風證券研報認為,2022年初,滾裝船日租金和造價都創歷史新高,行業進入繁榮期。

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