《大行》中金:看好集运龙头中远海控(01919.HK)海丰国际(01308.HK)中谷物流(603565.SH)

阿斯达克财经
Mar 17

中金发表研报指,假如中东冲突持续更长时间,需要关注潜在的效率下降和有效运力损失,包括中东/印度次大陆航线调整吸纳运力,如远东-中东航线通常与印度航线连接在一起,中东/印度次大陆合计占全球运力的15%,因此冲突发生后中东航线由于风险和燃油附加费原因运价已经出现连续上涨,也带动印度航线上涨。霍尔木兹海峡通行量大幅下降后,大量航运公司停止波斯湾目的地接货,潜在的替代方案包括从非洲好望角绕行后经苏伊士运河...

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