港股海运股延续涨势，其中，东方海外国际再度上涨4.5%，并且录得3连涨创下年内新高！德翔海运涨4%，海丰国际涨3.7%，中远海控涨1.6%，中远海运港口、太平洋航运、中远海能均有涨幅。 消息面上，全球航运巨头马士基基于二季度的强劲表现，已上调全年业绩指引，并预计2026年全球集装箱运输市场运量将增长约4%，进一步强化了行业景气预期。 东方海外国际作为行业龙头，充分受益于运价上涨预期和市场需求修复，股价连续大涨创年内新高。板块全线走强的核心逻辑在于地缘政治风险持续扰动运力供应，叠加行业基本面数据向好，市场对航运股的盈利预期随之提升。
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