智通财经APP获悉，集运股午后涨幅扩大，截至发稿，海丰国际(01308)涨5.05%，报34.94港元；东方海外国际(00316)涨4.4%，报136.5港元；中远海控(01919)涨2.35%，报14.4港元。
消息面上，苏伊士运河管理局宣布，7月15日起大幅上调全品类船舶通行附加费。此外，为了报复沙特针对也门首都萨那国际机场的空袭，胡塞武装通过多枚导弹和无人机袭击了沙特艾卜哈国际机场。继霍尔木兹海峡之后，另一航运咽喉曼德海峡亦面临军事冲突威胁。
广州期货指出，原油跳涨直接抬升航司成本中枢，成本线抬升已封死进一步降价空间，后续甚至不排除航司提涨对冲成本；此外，地缘风险已从红海外溢至霍尔木兹通道，胡塞武装威胁打击沙特关键设施的表态也强化了红海绕行的不确定性，供应链扰动的溢价从远月向前传导，叠加7-8月台风季的船期分化扰动，近月格局出现预期差。后续重点关注航司8月报价调整及霍尔木兹通航进展。
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