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航運股隨波羅的海指數逆市受捧 太航(02343.HK)及中遠海能(01138.HK)升幅擴至逾一成
環球主要央行持續進取加息抗通脹,有「末日博士」之稱魯賓尼擔心美國及全球經濟年底將陷入嚴重衰退。此外,作為中國貨櫃市場指標的上海出口集裝箱運價指數(SCFI)由今年6月開始連跌14周,上周五收2,312.65,跌249.47點或9.7%。然而,波羅的海乾散貨運指數(BDI)昨晚(20日)卻急升11.33%收1,729。事實上,BDI本月至今已由8月底所創逾兩年低位(965)累彈79%,且該指數於本月有三次錄得超過一成升幅,分別為9月13日、14日及20日晚,急漲12.1%/13.28%(逾七個月高)/11.33%。 本港航運股今天逆市受捧,尤其是太平洋航運(02343.HK)升幅擴至11%報3.1元,股價重越百天線(2.99元),成交增至4,805萬股。 主要運輸石油相關產品的中遠海能(01138.HK)更三連漲,午後升幅擴至10.4%報8.17元(該股自俄烏今年2月下旬爆發戰事以來累飆逾1.2倍),創逾11年高,成交增至5,790萬股為一年來最多;中海運能A(600026.SH)漲停報18.98元人民幣創新高,成交達7,733萬股。 中遠海控(01919.HK)及藍籌東方海外(00316.HK)反覆兩連升,最高見10.1元及154.6元,現報9.94元及153.4元,續升2.4%及5.1%。中遠海發(02866.HK)高見1.11元,現報1.09元,回升3.8%。中國海運(00598.HK)續升2.2%報2.31元。 恆指及國指低見18,451及6,269齊創半年低,現報18,515及6,291,跌1.4%及1.8%,但總成交額僅554億元。
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