港股異動丨運價飛升,航運港口股集體走強,東方海外國際、中遠海控均再創階段新高
港股航運和港口股集體走強。其中:東方海外國際升超6%,股價創2022年8月以來新高,年內累升近30%;中遠海控升%,股價創2007年11月以來新高,年內累升近70%。太平洋航運、中遠海能、中國外運、中遠海發等紛紛跟升。紅海危機加劇運力緊張,航運市場價格飛升。大摩在24日的一份報吿中指出,受紅海危機干擾航運市場運力,導致歐洲航線的運力短缺,疊加新交付的船舶不能完全彌補運力短缺,航運價格在飆升。另外,5月18日至5月24日,寧波航運交易所發佈的海上絲綢之路指數之寧波出口集裝箱運價指數(NCFI)報收於2187.5點,上升7.4%。此前,達飛、馬士基6月份升價函發出,達飛6月1日船期後FAK報價升至3200/6000(較上期上升500/1000)。個股消息面上,摩根士丹利將中遠海控H股評級上調至平配,目標價13.20港元;將中遠海控A股評級上調至平配,目標價15.90元人民幣。

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