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富瑞:航運業今年開局疲弱 看淡貨櫃合約運價 偏好乾散貨運
智通财经
·
2023/01/10
疫情的兩個超預期如何影響短期經濟?
格隆汇
·
2023/01/06
寧波遠洋登陸滬主板,股價大升逾44%!
格隆汇
·
2022/12/08
德邦宏觀:經濟復甦正從「W型」變為「波浪型」
格隆汇
·
2022/12/06
新股前瞻丨集運市場「旺季不旺」,德翔集團如何延續高增長?
智通财经
·
2022/11/01
招商宏觀:疫情承壓、基建持續發力
格隆汇
·
2022/11/01
《盈利預喜》中遠海控(01919.HK)料首三季純利按年增長43.7%
AAFN
·
2022/10/11
港股公告掘金 | 自主車企崛起中!這家自主車企9月純電車銷量增長3.22倍 總銷量同增26%!旗下品牌訂閲模式成功打入歐洲市場!
智通财经
·
2022/10/11
海運費持續降温:美西線已降至前年水平,有企業稱貨量增三成
澎湃新闻
·
2022/10/09
9月繼續久期策略
格隆汇
·
2022/09/05
經濟仍弱,9-10月降準可期
格隆汇
·
2022/09/05
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看淡貨櫃合約運價 偏好乾散貨運","url":"https://stock-news.laohu8.com/highlight/detail?id=2302533550","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2302533550?lang=zh_tw&edition=fundamental","pubTime":"2023-01-10 14:55","pubTimestamp":1673333752,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,富瑞发布研究报告称,今年所有航运业指数开局疲弱,主因春节前运量放缓。春节前货柜运量势疲弱,对板块逆风“雪上加霜”,因今年年度合约运价潜在低于该行估算,对上半年运量展望悲观,该行偏好干散货子板块,因行业基本面较佳,但春节后运费或继续偏软。该行估计,货柜航运业仍有利可图,主因年度合约支持,主要长途航线现货运费已跌至低于收支平衡水平。不过,该行料今年年度合约运价将大跌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/859618.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["TEU","FEU","CCFI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2301851218","title":"疫情的兩個超預期如何影響短期經濟?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301851218","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2301851218?lang=zh_tw&edition=fundamental","pubTime":"2023-01-06 09:18","pubTimestamp":1672967902,"startTime":"0","endTime":"0","summary":"预计四季度经济增速为2%","market":"us","thumbnail":"https://img3.gelonghui.com/75f9f-13150743-5101-4d3a-87e6-b7877aa5602a.jpg","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/75f9f-13150743-5101-4d3a-87e6-b7877aa5602a.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/572711","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["CCFI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2289044498","title":"寧波遠洋登陸滬主板,股價大升逾44%!","url":"https://stock-news.laohu8.com/highlight/detail?id=2289044498","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2289044498?lang=zh_tw&edition=fundamental","pubTime":"2022-12-08 10:17","pubTimestamp":1670465851,"startTime":"0","endTime":"0","summary":"最新市值154亿元","market":"us","thumbnail":"https://img3.gelonghui.com/6d7c7-0e330d3d-56bf-428f-94de-7be71c0009ac.jpg","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/6d7c7-0e330d3d-56bf-428f-94de-7be71c0009ac.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/567494","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["601022","CCFI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2289149385","title":"德邦宏觀:經濟復甦正從「W型」變為「波浪型」","url":"https://stock-news.laohu8.com/highlight/detail?id=2289149385","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2289149385?lang=zh_tw&edition=fundamental","pubTime":"2022-12-06 16:50","pubTimestamp":1670316649,"startTime":"0","endTime":"0","summary":"短期内仍将一波三折","market":"us","thumbnail":"https://img3.gelonghui.com/2342f-d9609f07-c3cc-4bd8-9c05-fea87f4a5ce1.jpg","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/2342f-d9609f07-c3cc-4bd8-9c05-fea87f4a5ce1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/567092","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["CCFI","BK1148","09979"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2280831324","title":"新股前瞻丨集運市場「旺季不旺」,德翔集團如何延續高增長?","url":"https://stock-news.laohu8.com/highlight/detail?id=2280831324","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2280831324?lang=zh_tw&edition=fundamental","pubTime":"2022-11-01 20:30","pubTimestamp":1667305842,"startTime":"0","endTime":"0","summary":"但今年下半年以来,全球集运市场却出现了“旺季不旺”的现象。据悉,三季度向来是全球集运市场的传统旺季,但其非未如期上涨,还持续承压下跌。截至2022年6月30日,德翔集团的货柜航运网络覆盖全球22个国家及地区、56个主要港口及45条航线服务,总运力为10.79万TEU。受益于此,2021年以来,德翔集团的平均运费高速增长。对于四季度全球集运市场的表现,方正期货认为依然不容乐观,将出现旺季不旺的行情,运价会进一步下挫。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/821291.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CCFI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2280369667","title":"招商宏觀:疫情承壓、基建持續發力","url":"https://stock-news.laohu8.com/highlight/detail?id=2280369667","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2280369667?lang=zh_tw&edition=fundamental","pubTime":"2022-11-01 13:48","pubTimestamp":1667281698,"startTime":"0","endTime":"0","summary":"预测M2下行至12.0%、社融增速持平10.6%","market":"us","thumbnail":"https://img3.gelonghui.com/b02f2-942d4bb4-0f5d-4059-aef1-711cd383fea9.jpg","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/b02f2-942d4bb4-0f5d-4059-aef1-711cd383fea9.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/559970","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["CCFI","UVXY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2274351365","title":"《盈利預喜》中遠海控(01919.HK)料首三季純利按年增長43.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2274351365","media":"AAFN","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2274351365?lang=zh_tw&edition=fundamental","pubTime":"2022-10-11 08:10","pubTimestamp":1665447047,"startTime":"0","endTime":"0","summary":"中远海控 公布,预计截至9月底止九个月纯利约972.06亿元人民币(下同),按年增长约43.73%;扣除非经常性损益的净利润约967.07亿元,按年增长约43.44%;及息税前利润约1,435.92亿元,按年增长约49.91%。经初步测算,重述後去年首三季纯利约为676.32亿元,扣除非经常性损益的净利润约为674.21亿元,息税前利润约为957.88亿元。今年首三季中国出口集装箱运价综合指数均值为3,163.95点,按年升31.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1218245&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks","symbols":["BK1535","BK1505","CCFI","01919","BK1103"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2274597005","title":"港股公告掘金 | 自主車企崛起中!這家自主車企9月純電車銷量增長3.22倍 總銷量同增26%!旗下品牌訂閲模式成功打入歐洲市場!","url":"https://stock-news.laohu8.com/highlight/detail?id=2274597005","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2274597005?lang=zh_tw&edition=fundamental","pubTime":"2022-10-11 07:14","pubTimestamp":1665443692,"startTime":"0","endTime":"0","summary":"吉利汽车:9月总销量同比增长约26%至13.05万部,纯电动汽车销量增长3.22倍该集团于2022年9月的总销量为13.05万部,较去年同期增长约26%。其中,2022年9月纯电动汽车销量约3.03万辆,同比增长3.22倍;今年累计销量约16.63万辆,同比增长4.32倍。根据最新数据,广汽集团2022年9月汽车产量为22.81万辆,同比增长41.52%;今年前9个月累计产量约为183.26万辆,同比增长26.94%。预计公司前三季度实现扣非归母净利润约为967.07亿元,同比增长约43.44%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/803430.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02238","SG9999002828.SGD","BK1119","BK1103","BK1521","IE00B0JY6N72.USD","BK1589","00175","01919","BK1539","BK1535","CCFI","EVS.SI","BK1505"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2274090213","title":"海運費持續降温:美西線已降至前年水平,有企業稱貨量增三成","url":"https://stock-news.laohu8.com/highlight/detail?id=2274090213","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2274090213?lang=zh_tw&edition=fundamental","pubTime":"2022-10-09 19:03","pubTimestamp":1665313405,"startTime":"0","endTime":"0","summary":"一直以来的热门欧美航线运价正持续降温。航运运价今年来持续缩水,美西线运价较去年高点下降九成海运即期市场运价急剧下挫。美东航线运价相比疫情之前还高出四成左右,欧基航线运价还高出六成左右。“海运费下降主要是供需关系造成的。”运价持续降温也不只存在于热门航线,多位货代表示,“现在整柜市场都面临缺货,整体运价基本都在下降。”但中远海控认为现阶段需求正处于今年的相对低点,后续预计将有所上升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-10-09/doc-imqmmthc0272333.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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14:57","pubTimestamp":1662361039,"startTime":"0","endTime":"0","summary":"债市或继续发酵未来降息的可能性,保持当前久期、择机继续拉久期,仍是占优策略。","market":"us","thumbnail":"https://img3.gelonghui.com/f5fa0-3fddc0e0-d02e-4f46-bd04-e68fb427b23b.jpg","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/f5fa0-3fddc0e0-d02e-4f46-bd04-e68fb427b23b.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/550197","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["03141","CCFI","09141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2265723605","title":"經濟仍弱,9-10月降準可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2265723605","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2265723605?lang=zh_tw&edition=fundamental","pubTime":"2022-09-05 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