金吾财讯 | 航运股强势，德翔海运（02510）涨6.96%，中远海能（01138）涨5.34%，东方海外国际（00316）涨3.23%，乐舱物流（02490）涨3.10%，太平洋航运（02343）涨2.20%，海丰国际（01308）涨1.76%，中远海控（01919）涨1.85%。消息面上，波罗的海干散货运价指数升至3331点，为2023年12月以来最高水平。国金证券表示，内贸集运方面，由于Q1季节性淡季以及春节后复工偏慢，同时龙头运力调配至海外市场，内贸集运运价基本稳定。外贸近洋集运方面，由于Q2中东地缘局势影响，各种附加费显著抬升了运价，扭转了Q1运价颓势。外贸的远洋集运方面，虽然行业运力供给增加，但由于Q2中东地缘局势紧张，带动船舶效率降低，CCFI运价同比基本持平。油运方面，由于中东局势紧张导致霍尔木兹海峡原油成品油出口受阻，油运舍近求远，效率下降同时风险溢价提升，油运运价同比大幅增长。
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