智通财经APP获悉，集运股尾盘走高，截至发稿，中远海控(01919)涨3.83%，报15.19港元；东方海外国际(00316)涨3.31%，报143.7港元；海丰国际(01308)涨2.59%，报34.84港元。
消息面上，上周中美两国元首举行会晤，中美经贸团队达成了总体平衡积极的成果。东方证券指出，中美双方同意通过一定范围产品的相互降税等安排，或驱动美线出口回升。上周欧美干线运价在旺季宣涨与燃油附加费影响下加速上行。
中信建投则表示，当前集运运价回归平淡，但欧线美线以及各条航线价格仍处于船司盈亏平衡点上方，二季度集运公司业绩环比或出现一定改善，集运剧烈波动的状态逐步收敛。中国出口仍然强劲，集运需求端仍有支持。
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