智通财经APP获悉，集运股集体走低，截至发稿，东方海外国际(00316)跌4.11%，报135.4港元；海丰国际(01308)跌3.4%，报34.1港元；中远海控(01919)跌2.75%，报14.5港元。
消息面上，近两个月，航运价格（尤其亚欧/美线）快速上涨，核心是地缘冲突推高燃油与绕行成本、旺季需求集中释放、有效运力收缩、船公司联合提价四大因素叠加。班轮公司自5月开始积极涨价，欧洲、北美航线运价5月累计上涨50-65%。
东方证券表示，旺季临近与补库需求是推升美线运价的核心要素。燃油附加费将在6月开始实施，届时或有望继续旺季集运运价。未来需关注航司宣涨的实际落地情况。国泰海通则表示，随着集中出货结束，后续旺季需求与控舱力度或将是涨价持续性的关键。
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