智通财经APP获悉，航运股普遍走软，截至发稿，东方海外国际(00316)跌3.72%，报121.7港元；海丰国际(01308)跌2.93%，报26.5港元；中远海控(01919)跌2.77%，报13.34港元。
消息面上，丹麦航运巨头马士基1月15日表示，在该地区安全形势趋于稳定后，将恢复通过红海和苏伊士运河的航行，但仍将密切关注中东地区的安全局势。这标志着在也门胡塞武装袭击船只导致全球海运贸易持续两年受扰之后，航运业开始迈出恢复正常的重要一步。
市场普遍认为，随着船舶逐步回归更短的苏伊士航线，运价可能面临下行压力。汇丰环球研究报告指，航运业恢复途经有关海域将增加载能7%至8%，导致船费下跌。该行预测船费今年跌9%至16%，并已假设红海航运阻断情况持续至最少今年中。该行目前见到相关预测有下行风险。
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