港股异动 | 航运股走高，中远海能涨近10%，本周录得五连涨
本周五（6月13日）港股盘初，航运股走高，截至发稿 中远海能 涨近10%，本周录得五连涨：
消息面上，美国贸易代表办公室近日就船舶行动拟议修改方案启动了公众意见征询程序，根据其发布的文件显示，该机构放宽了对外国船只的审查和收费要求，被航运业和能源业视为一大利好。
此外，据Market Watch报道，中国6月初输往美国的货柜海运活动逐渐增加，数据显示，由中国和东亚输往美国西岸的货柜海运费率，最近一周跳涨94%。
国泰海通证券表示，2025上半年关税摩擦加剧，美线经历出口积压与出货潮，景气持续性将取决于关税与经济预期。
未来数年干线市场将再迎船舶大型化与供给压力，且贸易摩擦影响或持续，关注集运联盟重组分化与全球贸易格局重塑。
华泰证券指出，展望6月，考虑前期累积发货需求和行业逐步进入三季度旺季，预计货量/运价环比有望进一步上涨。
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