港股异动︱航运股继续上扬 红海危机持续 亚洲主要港口拥堵推升运价
航运股继续上扬,截至发稿,中远海发(02866)涨3.6%,报1.15港元;中远海控(01919)涨2.05%,报14.9港元;海丰国际(01308)涨2.13%,报21.55港元。
消息面上,当前,胡塞武装在红海袭击商船的经济影响正在扩大,全球运力短缺情况正持续恶化。全球航运贸易巨头马士基近日上调全年利润预期,称红海的拥堵对全球航运供应链的影响远超此前预期。马士基集团表示,全球港口进一步拥堵的迹象,尤其是在亚洲和中东,这正在导致运价飙升。值得注意的是,这已是马士基在一个月内第二次上调其预测。
此外,标普全球的最新报告显示,亚洲主要港口,特别是新加坡的拥堵,导致了集装箱航运价格的上涨。据悉,全球第二大集装箱港口新加坡港堵塞恶化,目前45万TEU货柜在等待处理,货船停泊时间延长至7天,准班率预计进一步恶化。根据上海航运交易所6月3日公布的数据,上海出口集装箱结算运价指数(SCFIS)欧洲航线与美西航线双双上涨,且均创出今年以来新高。
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