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港股異動丨港口及海運股走低 太平洋航運跌超4% 中美海運價一個月暴跌63%

港股港口及海運股全線下跌,其中,太平洋航運跌超4%,海豐國際、東方海外國際跌超2%,中遠海能、青島港、中遠海運跌超1%。消息上,上海航運交易所7月4日發佈的上海出口集裝箱綜合運價指數顯示,中國至美西和美東運價分別爲2089美元/FEU和4124美元/FEU。對比6月6日運費高峯的美西5606美元/FEU,以及美東6939美元/FEU,分別暴跌63%和41%。某位物流業界人士說,近月中美航運價格可謂“大起大落”。中美關稅戰在5月14日起休戰90天,之後中國付運美國貨物大增,貨輪一時未能調配,供不應求下,中美運費一路攀升。不過,上月第二週開始,運費開始不斷回落,目前已跌穿休戰前價格,主要原因是貨輪運力已恢復正常水平,貨物出口量反而下跌,“無貨可運”。(格隆匯)

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