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東方海外(00316.HK):美國對中國承運人額外加徵港口費帶來較大影響
阿思達克 08-22 09:33
東方海外(00316.HK)預計,短期內旗下船舶在主要長途航線仍基本滿載航行,但美國對中國承運人額外加徵港口費,將對集團帶來較大影響。 集團表示,紅海衝突導致大多數亞歐航線仍要繞行好望角,由於市場新造船舶帶來額外運力,超越有關航線需求增長。但自5月中,中美關稅暫時緩和後,承運人將船舶運力轉移至太平洋航線,導致亞歐航線運力6月下降,同期面對歐洲主要港口擁堵,都支撐即期運價回升。 集團又指,政策不確定、紅海局勢演變、新船持續交付、全球經濟變化、環保規定逐步收緊,都可能對整體市場發展帶來深遠影響。隨著貿易格局轉向區域化,不同市場或出現分化,或因供應鏈延長或轉變而可能出現遲滯或遞延反應。
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