《大行》高盛料中美互征港口服务费将干扰运力并推高运费

阿斯达克财经
Oct 13, 2025

中国交通运输部日前公布将对美国船舶收取港口服务费,以回应美国对中国船舶征收港口费,自10月14日起实施。高盛预期,航运行业细分领域的有效运力或出现短暂干扰,将为运费增添上行风险,尤其是超大型油轮的运费。该行认为,船队重新部署以避免收费,或导致短期有效运力受干扰。另外,现有供应短缺、美国加强制裁影子船队使合规油轮需求提高,加上中国原油补库存等因素,均推升超大型油轮运费。在此背景下,该行认为中远海能(...

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