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港股異動 | 太平洋航運(2343.HK)升超5% 股價創約9個月新高
格隆匯 03-09 14:26
格隆匯3月9日丨太平洋航運(2343.HK)今日高開高走,盤中一度升超5%至3.5港元,股價創去年6月9日以來約9個月新高,市值184億港元。受海岬型船和巴拿馬型船運費上升支撐,波羅的海乾散貨運價指數週三上升2.2%,為連續14個交易日上升;至1327點,為去年12月23日以來最高。東方證券近日發研報指,南美出貨旺季疊加國內經濟修復預期的改善,幹散貨市場延續反彈,由於此前運價跌幅過大,反彈趨勢還將持續。但後續向上高度和斜率需要國內經濟配合,目前看運價上方仍然承壓。華泰期貨亦指,集運市場疲軟未改,貿易量增加階段性支撐幹散貨運價。未來更多關注中國需求端預期增量實際落地情況。

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