智通财经APP获悉，海运股午后集体走高，截至发稿，海丰国际(01308)涨6.85%，报30.58港元；太平洋航运(02343)涨4.67%，报2.69港元；中远海控(01919)涨2.82%，报13.87港元；东方海外国际(00316)涨1.86%，报137港元。
消息面上，10月30日，中美两国元首举行会晤，深入讨论了中美经贸关系等议题，同意加强经贸等领域合作。此外，中美经贸团队通过磋商，取得积极成果。其中，美方将取消加征的10%所谓芬太尼关税，对加征的24%对等关税将继续暂停一年。运输市场受利好消息支撑，市场订舱积极，运价继续上涨。
华源证券指出，这些措施的实施或将缓解双边贸易摩擦，促进全球经济稳定与增长，对航运市场形成利好。我们预计，中美之间海运贸易将迅速恢复，特别是中国对美集装箱出口，以及中国采购美国粮食、原油与天然气等大宗商品进口。
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