港股航运股盘中拉升!中美互征港口费,机构料短期将推升运价

老虎资讯综合
Oct 14, 2025

10月14日,港股航运股盘中拉升,中远海控德翔海运涨超5%;中美互征港口费,机构料短期将推升运价。

10月14日,交通运输部发布《对美船舶收取船舶特别港务费实施办法》。《办法》共十条,自发布之日起施行,主要包括制定依据、收取范围、收取标准、收取主体、缴费航次、缴费要求、信息核实、违规处理、动态调整、解释部门和施行时间等内容,进一步明确了由中国建造的船舶、仅进入中国船厂修理的空载船舶,以及其他经认定予以豁免的船舶免予缴纳的具体规定。

华泰证券表示,10月10日交通运输部发布公告,针对USTR对中国企业及中国造船舶加征港口服务费的反制措施,其收费标准与美方政策基本一致,中美双方互征港口费自2025年10月14日起生效。短期看,该机构认为船公司或重新调配全球船舶部署和港口挂靠,以减少相关成本,将造成供应链扰动,推升运价。

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