港股异动 | 海运股延续近期跌势 SCFI指数终结13周连涨 集运主力合约价格超预期下行
海运股延续跌势，截至发稿，海丰国际(01308)跌6.46%，报17.38港元；中远海控(01919)跌2.93%，报10.6港元；东方海外国际(00316)跌2.83%，报106.5港元；太平洋航运(02343)跌2.55%，报2.29港元。
消息面上，7月中旬，海运费迎来拐点，集运市场整体出现回调。新一期上海出口集装箱综合运价指数（SCFI）终结了13周的连涨。据上海航运交易所7月12日发布的集运市场周报，SCFI周跌幅为1.6%。
南华期货指出，主力合约价格超预期下行。就目前来看，主要原因一方面应与最近船公司不断下调现舱报价，且运力不断增长有关，另一方面也在于资金面的博弈，期价因此触高回落。相对来说，近期巴以停火谈判的走向不算非常明确，远月期价也因此触“低”反弹。就基本面而言，此前部分出运需求因欧盟高额关税前置，目前的出运需求较高峰时期已有所收敛，新船运力不断增加，供需逐渐趋于平衡。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.