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港股異動丨馬士基宣佈停航紅海,航運及港口股集體走強,中遠海控、東方海外國際升超3%
港股市場航運及港口股集體走強,其中,海豐國際升近5%,中遠海控、東方海外國際和天津港發展升超3%,中國外運、太平洋航運升超2%,中遠海能、中遠海發和中遠海運港口升超1%。自12月中旬起,也門胡塞武裝擴大對以色列目標的打擊範圍,開始在紅海對“與以色列有關的船隻”實施打擊,並不斷升級相關威脅,導致多艘貨輪在附近海域遇襲,多家航運企業一度宣佈改道繞開這一航線。根據加拿大皇家銀行資本市場的數據,全球約12%的貿易量和每天約300萬桶原油原本通過紅海進行運輸。當地時間週二(1月2日),全球五大航運公司之一的丹麥馬士基航運集團宣佈,公司暫停所有船隻通過紅海和亞丁灣,至於何時恢復將另行通知。馬士基股價連續2日大升。分析人士指出,由於全球航運路線受到干擾,在這段繁忙的時期將出現船舶艙位短缺,未來幾周運費可能會繼續上升。

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