智通财经APP获悉，太平洋航运(02343)盘中涨近4%，截至发稿，涨3.04%，报3.39港元，成交额5445.36万港元。
消息面上，5月12日，波罗的海干散货指数(BDI)报3063点，创2023年12月5日以来新高水平，环比涨2.07%，创4天最大涨幅，且为连续第2天上涨。国泰海通证券指出，考虑巴西雨季结束，且东亚将进入能源需求旺季，预计市场景气可持续。未来两年西芒杜项目产能逐步释放，将有望驱动干散货市场产能利用率提升与景气上行。
智通财经APP获悉，太平洋航运(02343)盘中涨近4%，截至发稿，涨3.04%，报3.39港元，成交额5445.36万港元。
消息面上，5月12日，波罗的海干散货指数(BDI)报3063点，创2023年12月5日以来新高水平，环比涨2.07%，创4天最大涨幅，且为连续第2天上涨。国泰海通证券指出，考虑巴西雨季结束，且东亚将进入能源需求旺季，预计市场景气可持续。未来两年西芒杜项目产能逐步释放，将有望驱动干散货市场产能利用率提升与景气上行。
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