智通财经APP获悉，集运股走高，截至发稿，中远海控(01919)涨5.86%，报15港元；东方海外国际(00316)涨5.22%，报143.2港元；中远海发(02866)涨2.04%，报1港元。
消息面上，据报道，受霍尔木兹海峡通行受阻等因素影响，船用燃油成本暴涨近70%，航运企业将成本压力转嫁给货主，全球集装箱海运价格持续飙升。报道预计，如果霍尔木兹海峡无法尽快复航，市场冲击将进一步加剧。申万宏源认为，集运旺季运价走势延续强势，市场整体保持上涨态势；7 月-8 月或现运价顶。进入6 月货量逐步上行，符合传统旺季节奏，长协客户出货积极，6 月上旬的宣涨运价充分落地，有所超预期；马士基已宣涨自6/15 起欧线运价提涨至4700 美元/FEU，关注6 月下旬宣涨的落地情况以及后续新的宣涨动作。
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