港股异动 | 海运股涨幅居前，中远海控早盘涨超6%，市场关注关税边际变化对集运影响
智通财经APP获悉，海运股涨幅居前，截至发稿， 中远海控(01919)涨6%；东方海外国际(00316)涨4%；太平洋航运(02343)涨2%。
消息面上，多家美国零售巨头已通知部分国内厂商“恢复发送”因美对华加征高额关税暂时停运的货物，关税费用“由美方买家承担”。此外，商务部新闻发言人表示，中方注意到美方高层多次表态，表示愿与中方就关税问题进行谈判。同时，美方近期通过相关方面多次主动向中方传递信息，希望与中方谈起来。对此，中方正在进行评估。
天风证券指出，美国引发的加关税已经导致跨太平洋航线货运量大幅减少，其他航线也有影响。为了应对需求下滑，船公司大量停航来缩减运力：4月期间，跨太平洋航线约有14%的运力被停航，预计5月这一比例将上升至18%。受供给调整的影响，4月份跨太平洋航线运价比较稳定。该行指出，2025Q1中远海控的跨太平洋航线收入占航运收入的31%，对业绩影响较大。未来美国关税政策存在较大不确定性，且对集运需求影响大，可以等待政策明朗、静观影响。
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