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中遠海控(01919.HK):部分航線溢價水平回落到疫情前 未來兩年供需呈弱平衡狀態
展望航運市場發展趨勢,據《澎湃新聞》引述中遠海運(01919.HK)(601919.SH)總經理楊志堅表示,從2022年下半年開始,全球整體航運需求就呈現逐步回歸理性的趨勢,目前總體態勢已經恢復到疫情之前的2019年。 在海運價格方面,他表示,部分航線價格溢價水平也已經回落到2019年疫情之前的狀態,預計今年首季將保持該態勢。預計未來兩年的供給和需求會保持弱平衡狀態,但依舊對未來充滿信心,認為可能部分航線效益會出現波動,但整體上應該不會產生虧損局面。(ta/w) ~
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