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A股異動丨航運股集體走強,寧波海運等多股漲停,美航線漲價或持續到下半年
A股市場航運股持續走強,其中,錦江航運、寧波海運、寧波遠洋、中遠海發漲停,寧波能源逼近漲停,鳳凰航運漲超7%。消息面上,《中美日內瓦經貿會談聯合聲明》傳遞出積極信號,激活了出海航運市場。美線航運出現“搶運潮”“搶艙熱”。有業內人士認爲,當前情況下,前期積壓的貨物將加緊出運,運線漲價或持續到下半年。今年5月份之前,國內集裝箱等航運價格面臨持續下行壓力。上海航運交易所發佈的數據顯示,今年2月份到4月份,中國出口集裝箱運價綜合指數分別環比下跌13.0%、13.2%、4.5%,其中,美西航線運價指數分別環比下跌6.7%、18.4%、8.9%,美東航線運價指數則分別環比下跌5.8%、16.9%、8.5%。5月12日之後,航運價格走勢出現明顯變化。一方面,美線航運出現“搶運潮”,另一方面,歐線航運價格也出現上漲。有數據顯示,5月12日至5月14日,歐線集運2506累計漲幅達38.10%。

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