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港股異動 | 海運股普跌 集裝箱運輸業旺季不旺
格隆匯9月15日丨海運股普跌,A股中遠海特跌9.8%,錦州港跌近6%,中遠海能跌4%,長航鳳凰、中谷物流跌3%;港股海豐國際、東方海外國際跌2%,中遠海能、中遠海發 、中遠海控跌1%。據證券日報,從廣州出發的運往美國西部航線的集裝箱價格已跌破3000美元/FEU,寧波的價格仍保持在3000美元/FEU之上,這與2021年集裝箱價格被貨代叫到2萬美元/FEU高價(實際成交可能不到)相比,跌幅已高達85%。原本9月份是集運行業的傳統旺季,但無論是從即期運價還是從貨代業務方面來看,今年這個傳統旺季顯得較為冷清。

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