港股海运股集体弱势，其中，中远海能跌近7%，东方海外国际跌3.2%，中远海控跌2.6%，太平洋航运跌2.35%，中远海发、中远海运跟跌。
消息上，亚市早盘，集运指数（欧线）远期合约集体走低。有分析指出，当前海运上市公司股价走势与EC期货高度联动，尤其是地缘因素导致EC远月出现涨跌交易时，会同步共振到股票市场——海运股的估值基础建立在地缘紧张与运费维持高位的逻辑之上。
美银证券此前对集装箱航运板块维持"跑输大市"评级，认为行业尚未度过最差时期，过剩运力及红海航线恢复的压力可能导致2026年陷入亏损。该机构预计今年上半年将受大量船舶供应增长拖累，下半年则面临红海重开前景增强的压力。
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