船司提涨意愿强烈航运股走强中远海控(01919)涨6.61%

金吾财讯

Jun 05

金吾财讯 | 航运股走强，中远海控(01919)涨6.61%，东方海外国际(00316)涨4.96%，太平洋航运(02343)涨0.95%，中国外运(00598)涨0.43%。消息面上，马士基23周开舱约高柜3600-4000美金，MSC大柜报价3940美金，ONE线上报价大柜3541美金。6月第一周大柜报价显著高于5月末2850美金水平，船司提涨意愿强烈。实际线下揽货的指数约价格约在大柜3500-3600美金，同样环比5月末同样有明显抬升，船司强势涨价主要受外围环境的积极情绪支撑。华泰证券表示，集运方面，出口需求强劲+欧洲航线维持绕行，运价呈现止跌回升且大幅上涨态势。考虑当前美国零售库存比处于中枢偏低水平，后续有望带动补库需求，该机构预计2H运价同环比将进一步走强。油轮方面，市场前景仍待观察。若海峡能在较短时间内恢复通行，石油运输量将显著提升，带动运价新一轮上涨行情；反之，若海峡持续受限，石油贸易量萎缩，运价仍将承压下跌。干散方面，26年受益于美国降息周期，全球铁矿石发货量增加+中国进口需求改善，该机构预计2H运价同环比有望进一步走强。港口：2H出口集装量/进口散货量同环比有望保持增长态势，但进口原油量受中东局势负面影响，尚待观察。

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href=\"https://laohu8.com/S/601919\">中远海控</a>(01919)涨6.61%，<a href=\"https://laohu8.com/S/00316\">东方海外国际</a>(00316)涨4.96%，<a href=\"https://laohu8.com/S/02343\">太平洋航运</a>(02343)涨0.95%，<a href=\"https://laohu8.com/S/601598\">中国外运</a>(00598)涨0.43%。消息面上，马士基23周开舱约高柜3600-4000美金，<a href=\"https://laohu8.com/S/NPW.SI\">MSC</a>大柜报价3940美金，ONE线上报价大柜3541美金。6月第一周大柜报价显著高于5月末2850美金水平，船司提涨意愿强烈。实际线下揽货的指数约价格约在大柜3500-3600美金，同样环比5月末同样有明显抬升，船司强势涨价主要受外围环境的积极情绪支撑。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，集运方面，出口需求强劲+欧洲航线维持绕行，运价呈现止跌回升且大幅上涨态势。考虑当前美国零售库存比处于中枢偏低水平，后续有望带动补库需求，该机构预计2H运价同环比将进一步走强。油轮方面，市场前景仍待观察。若<a href=\"https://laohu8.com/S/002320\">海峡</a>能在较短时间内恢复通行，石油运输量将显著提升，带动运价新一轮上涨行情；反之，若海峡持续受限，石油贸易量萎缩，运价仍将承压下跌。干散方面，26年受益于美国降息周期，全球铁矿石发货量增加+中国进口需求改善，该机构预计2H运价同环比有望进一步走强。港口：2H出口集装量/进口散货量同环比有望保持增长态势，但进口原油量受中东局势负面影响，尚待观察。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-06-05 09:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 航运股走强，<a href=\"https://laohu8.com/S/601919\">中远海控</a>(01919)涨6.61%，<a href=\"https://laohu8.com/S/00316\">东方海外国际</a>(00316)涨4.96%，<a href=\"https://laohu8.com/S/02343\">太平洋航运</a>(02343)涨0.95%，<a href=\"https://laohu8.com/S/601598\">中国外运</a>(00598)涨0.43%。消息面上，马士基23周开舱约高柜3600-4000美金，<a href=\"https://laohu8.com/S/NPW.SI\">MSC</a>大柜报价3940美金，ONE线上报价大柜3541美金。6月第一周大柜报价显著高于5月末2850美金水平，船司提涨意愿强烈。实际线下揽货的指数约价格约在大柜3500-3600美金，同样环比5月末同样有明显抬升，船司强势涨价主要受外围环境的积极情绪支撑。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，集运方面，出口需求强劲+欧洲航线维持绕行，运价呈现止跌回升且大幅上涨态势。考虑当前美国零售库存比处于中枢偏低水平，后续有望带动补库需求，该机构预计2H运价同环比将进一步走强。油轮方面，市场前景仍待观察。若<a href=\"https://laohu8.com/S/002320\">海峡</a>能在较短时间内恢复通行，石油运输量将显著提升，带动运价新一轮上涨行情；反之，若海峡持续受限，石油贸易量萎缩，运价仍将承压下跌。干散方面，26年受益于美国降息周期，全球铁矿石发货量增加+中国进口需求改善，该机构预计2H运价同环比有望进一步走强。港口：2H出口集装量/进口散货量同环比有望保持增长态势，但进口原油量受中东局势负面影响，尚待观察。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0028","symbol_name":"国家队","start_time":0,"source_url":"1983123","article_id":"2641199892","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641199892","pubTimestamp":1780624545,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 航运股走强，中远海控 涨6.61%，东方海外国际涨4.96%，太平洋航运涨0.95%，中国外运涨0.43%。6月第一周大柜报价显著高于5月末2850美金水平，船司提涨意愿强烈。考虑当前美国零售库存比处于中枢偏低水平，后续有望带动补库需求，该机构预计2H运价同环比将进一步走强。干散方面，26年受益于美国降息周期，全球铁矿石发货量增加+中国进口需求改善，该机构预计2H运价同环比有望进一步走强。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601919":"中远海控","BK0028":"国家队","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0300738605.USD":"TEMPLETON EMERG MKTS SMALLER CO \"A\" INC","HK0000252152.HKD":"易方达 (香港) 中国股票股息基金A 类 (累积) 港元","LU0390135332.USD":"TEMPLETON ASIAN SMALLER COMPANIES \"A\" (USD) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0390135688.USD":"TEMPLETON ASIAN SMALLER COMPANIES \"A\" (USD) INC","01919":"中远海控","SG9999002950.SGD":"United Asian Growth Opportunities SGD","HK0000252160.HKD":"易方达 (香港) 中国股票股息基金A 类 (分派) 港元","HK0000500386.USD":"易方达 (香港) 中国股票股息基金A 类 (累积) 美元","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU0390135506.SGD":"FTIF - Templeton Asian Smaller Companies A Acc 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航运股走强，中远海控(01919)涨6.61%，东方海外国际(00316)涨4.96%，太平洋航运(02343)涨0.95%，中国外运(00598)涨0.43%。消息面上，马士基23周开舱约高柜3600-4000美金，MSC大柜报价3940美金，ONE线上报价大柜3541美金。6月第一周大柜报价显著高于5月末2850美金水平，船司提涨意愿强烈。实际线下揽货的指数约价格约在大柜3500-3600美金，同样环比5月末同样有明显抬升，船司强势涨价主要受外围环境的积极情绪支撑。华泰证券表示，集运方面，出口需求强劲+欧洲航线维持绕行，运价呈现止跌回升且大幅上涨态势。考虑当前美国零售库存比处于中枢偏低水平，后续有望带动补库需求，该机构预计2H运价同环比将进一步走强。油轮方面，市场前景仍待观察。若海峡能在较短时间内恢复通行，石油运输量将显著提升，带动运价新一轮上涨行情；反之，若海峡持续受限，石油贸易量萎缩，运价仍将承压下跌。干散方面，26年受益于美国降息周期，全球铁矿石发货量增加+中国进口需求改善，该机构预计2H运价同环比有望进一步走强。港口：2H出口集装量/进口散货量同环比有望保持增长态势，但进口原油量受中东局势负面影响，尚待观察。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}