海豐/中遠海控/東方海外(00316.HK)續漲6%-10%探頂 上海集裝箱運價指數創11年高海內外船運公司紛升盈測
上海集裝箱運價指數自7月以來逆風持續上漲至上周五創11年新高，航運公司紛紛上調盈測，加上環球新冠肺炎疫苗研發有望短期內面世，市場炒經濟復甦。中資航運股近期普遍跑贏，尤其是本月初公布首三季多賺逾82%的中遠海控(01919.HK)七連漲，今天股價突破匯豐本月初上調後目標價7元，最高見7.62元，僅次於2015年4月所創高位8.16元，現造7.53元，續升8.3%，成交已較昨天全日成交量急增近1倍至5,323萬股。中遠海發(02866.HK)繼上周初升至1.34元近兩年半遇壓後，股價反覆整固守穩10天線，今天高見1.25元，現造1.23元，回升6%，成交增至6,727萬股。
主要從事貨櫃運輸及物流業務的東方海外(00316.HK)七連漲兼連續第五天探頂，今天更升破2018年7月所創高位67.988元，最高見69.95元，現造68.8元，續漲10%。主要提供海運、航運代理、堆場及倉儲相關服務的海豐國際(01308.HK)五連升兼屢創紀錄高，最高見17.12元，現造17元，續升6.1%。
中外運(00598.HK)最高見2.94元，創近十個月高，現造2.91元，續升2.5%，成交已達1,610萬股。中遠海運港口(01199.HK)重越10天線(5.43元)，最高見5.51元，現造5.46元，回升4%。
主要運載原油/成品油/液化天然氣等相關產品的中遠海能(01138.HK)跑輸，股價僅重越20天、50天及10天線(3.22-3.33元)，最高見3.39元，現造3.35元，回升4.4%，成交增至3,023萬股。主要從事提供國際乾散貨船貨運服務的太平洋航運(02343.HK)高見1.34元，暫受制上周初所創近九個月高位1.39元，現造1.32元，續升3.1%，成交增至2,132萬股。
上海航運交易所上周五(13日)發布上海出口集裝箱綜合運價指數較上期急漲11.6%至1857.33，創08年金融危機以來新高。除了上海港出口運價攀升外，全國各大港口運價都大幅上漲。另外，中國港口協會最新數據顯示，重點監測沿海港口集裝箱業務進一步提速，10月八大樞紐港口集裝箱吞吐量按年增速加快至11.1%，增速創年內新高；其中外貿年增加快至11.9%，內貿年增加快至9%。
此外，目前全球集運航線運價進入瘋漲狀態，主流船公司訂艙已經至12月下旬，高運價與高運量驅動公司末季業績爆發式增長，主流船公司預測高運價將持續至春節前後。受運價持續攀升影響，海內外船運公司紛紛調高盈利預測，其中全球最大航運企業馬士基再上調全年業績預測。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
