港股异动 | 太平洋航运(02343)再跌超8% 进口煤炭船运需求较弱 总体煤炭货盘有限

智通财经
Jun 08

智通财经APP获悉,太平洋航运(02343)再跌超8%,截至发稿,跌7.55%,报2.94港元,成交额2685.92万港元。

消息面上,BDI于6月5日录得2981点,环比上周五下跌7.5%。申万宏源指出,本周巴拿马型船市场冲高动能减弱,两盆地市场均有所降温。太平洋市场受印尼煤炭货盘缩减明显影响,市场可用运力增加,日租金承压下行。该行还指出,由于国内外贸煤价倒挂,我国进口煤炭船运需求依旧不多,总体煤炭货盘有限。

值得注意的是,美银证券此前指出,太平洋航运管理层对下半年展望乐观,主要由于潜在的天然气转向煤炭需求转移。由于煤炭替代效应及宏观经济情势尚待进一步明朗化,目前的下半年运费预测将为略高于远期曲线的水平。

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