港股港口及海运股拉升上涨，其中，中远海能涨近6%，太平洋航运涨4.4%，中远海控涨3.5%，东方海外国际、辽港股份涨超3%，中国外运、中远海发跟涨。 消息上，波罗的海干散货指数(BDI)连续第三日上涨，7月2日报2650点，创逾一周新高，单日涨幅达3.4%，为5月13日以来最大单日涨幅。 国信证券指出，随着霍尔木兹海峡恢复通行，中东实盘成交逐渐增多，西向压载运力开始东移，中东高运价外溢至美湾和西非，致使美湾-中国和西非-中国VLCC核心航线运价环比上涨显著。短期来看，由于供应链紊乱及抢油效应，油运运价有望实现大幅冲高。 展望后市，机构普遍认为行业景气度有望延续。短期看，铁矿石供给收紧预期及钢厂补库将持续支撑海岬型船运价高位运行；中期看，西芒杜铁矿投产重塑铁矿石贸易版图、全球原油增产周期提振油运需求、以及美联储降息预期活跃大宗商品贸易，均为航运市场提供上行催化。
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