摩通发表报告指，集装箱航运业目前正处于一个高度复杂的环境中，尤其是潜在的贸易政策变化导致全球贸易格局重组。由于全球主要港口的拥堵加剧，航运公司短期内有望从供应链中断受惠。值得注意的是，马士基预计2025年全球集装箱运量增长将达到4%，高于普遍预期的2.5%至3%。此外，上周即期运价已开始反弹，而迄今为止的合同运价谈判显示，主要航线的按年增幅超过10%。
报告提到美国贸易代表(USTR)301提案指，尽管上周经过两轮公开听证会后尚未得出结论，但今年以来集装箱船订单和交付已开始放缓，因为船运商重新评估地缘政治风险，这支持了该行对中国造船厂的审慎看法。另外，该行对中远海控(01919.HK) H股目标价由12元升至13元，评级“中性”。该行另降东方海外(00316.HK) 目标价由155元下调至152元，评级“增持”。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 16:25。)
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