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伊朗派遣軍艦到紅海引發貿易中斷擔憂 航運股向好
馬士基宣佈,由於一艘船隻週末遭到胡塞武裝分子襲擊,部分原定駛經紅海的船隻繼續擱置,直到另行通知。較早時伊朗派遣一艘軍艦到紅海,令緊張局勢進一步加劇。目前一些全球最大航運公司拒絕通過蘇伊士運河,這將導致歐洲與亞洲之間的運輸變得更加複雜並進一步推高運費,法國達飛海運集團 CMA CGM已宣佈,從亞洲至地中海地區的貨櫃運費將加價最多一倍。 標普分析師Kevjn Lim表示,武裝分子最新瞄準的一些與以色列沒有明確聯繫的船隻,若伊朗或胡塞武裝分子沒有表現出緩和局勢的意願,相信未來針對商船及美國海事船隻的攻擊只會有增無減。 航運股逆市向好,中遠海控(01919.HK)現報8.02元,升1.13%。東方海外(00316.HK)現報112.1元,升1.63%。中遠海能(01138.HK)現報7.69元,升1.85%,而海豐國際(01308.HK)則升0.15%。
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