智通财经APP获悉，海运股午后涨幅扩大，截至发稿，中远海控(01919)涨4.24%，报14.76港元；东方海外国际(00316)涨3.14%，报141.4港元；太平洋航运(02343)涨2.8%，报2.2港元；中远海发(02866)涨1.68%，报1.21港元。
消息面上，上海国际航运研究中心于7月7日发布的2025年第二季度中国航运景气报告显示，该季度中国航运景气指数为120.81点，较上季度上涨14.77点，升至较为景气区间；中国航运信心指数为123.22点，较上季度上升12.89点，由相对景气区间升至较为景气区间，这一数据直观反映出当前航运业热度提升，从业者对市场发展信心增强。
中信期货研报显示，MSC7月下半月下调运价，船司报价分化，线上均价或在7月中旬上调至3400美元/FEU；目前商品乐观情绪偏强，叠加欧线旺季装载率好于预期、欧洲港口拥堵等事件催化，市场对8月宣涨仍有预期。后续来看，需关注商品情绪支撑。
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