智通财经APP获悉，集运股全线走高，截至发稿，中远海发(02866)涨6.09%，报1.22港元；中远海控(01919)涨2.82%，报14.96港元；东方海外国际(00316)涨2.52%，报146.6港元；海丰国际(01308)涨0.73%，报33.22港元。
消息面上，2月3日，航运集团赫伯罗特与马士基将调整双方一项共享航线服务的航行路线，重新经由红海及苏伊士运河运输。然而本应首次实现复航红海的“Maersk Detroit”号，在实际执行中转向南下绕行非洲好望角。公司解释：改道系因西地中海恶劣天气造成船期延误，公司因此决定调整航行计划，经好望角绕行。
申万宏源发布研报称，此次绕行意味着红海复航仍无法在短时间内落地。此外，市场已经进入3月初船期，随着春节假期后工厂的复工复产，预计需求有望得到改善。关注节后航司选涨、挺价等相关动作。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.