《大行》大和料今年高货运费持续 行业首选海丰国际(01308.HK)

阿斯达克财经
Jan 15, 2025

《路透》较早前报道,加沙停火协议的最终草案预计很快会达成。大和发表研报指,加沙战争的正面进展对航运公司股价构成负面影响,因为市场预计运费将出现回调。惟该行预计即使加沙战争正式宣布结束,航运公司亦没有太大动力立即返回红海,故料今年运费不太可能暴跌。大和认为,只有航运公司大规模集体重返苏伊士运,运费才会出现暴跌。该行认为,由于保险费用、船员和货物安全问题、运河费用等营运因素,航运公司返回红海的成本将会...

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