港股異動丨海運股集體上升,海豐國際大升近11%,四大航運公司“暫停”紅海航線
港股海運港口股集體上升,其中,海豐國際升近11%,中遠海控、太平洋航運升超5%,中遠海能升超4%,東方海外國際、中國通商集團升超2%。中國外運升近2%。伊朗支持的也門胡塞武裝對紅海海峽商船發動襲擊後,具商業戰略性的曼德海峽面臨導彈威脅,航運巨頭馬士基(Maersk)和赫伯羅特(Hapag-Lloyd)都在上週五(12月15日)暫停了所有紅海航班。週六,地中海航運公司(Mediterranean Shipping Company)和法國達飛海運集團(CMA CGM)也加入暫停行列。集運指數(歐線)期貨全部合約均升停。分析人士指出,新一輪巴以衝突爆發以來,胡塞武裝以“支持巴勒斯坦”為由對以色列頻繁發動導彈和無人機攻擊,並在紅海連續襲擊“關聯以色列”的船隻。紅海水域的緊張局勢意味着巴以衝突外溢風險加劇,已波及國際海運。不過也有觀點認為,胡塞武裝的襲擊只針對個別國家,對國際海運的總體影響相對有限。埃及阿拉伯科技與海運學院經濟學教授瓦利德·扎赫蘭説,胡塞武裝的主要目標是以色列商船,而不是其他國家的船隻。

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