金吾财讯 | 航运港口板块集体走高，东方海外国际（00316）涨5.67%，中远海控（01919）涨3.10%，中远海能（01138）涨2.22%，中国外运（00598）涨1.44%，太平洋航运（02343）涨1.16%。消息面上，此前，马士基公布2026年第二季度财报。受益于旺盛的市场需求、海运即期运价上涨以及各业务板块的全面增长，公司在二季度表现强劲。基于第二季度实际业绩及对今年剩余时间经营情况更高的“可见度”，公司宣布上调全年业绩指引并预计2026年全球集装箱运输市场全年运量增长约4%。国金证券表示，两大航道通行维持低位，苏伊士船型运价跃升。今年整体VLCC交付偏紧，供给端龙头集中度显著提升，供需格局好，该机构认为地缘扰动将持续抬升VLCC溢价率，看好油轮、散货、集装箱板块。
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