港股海运股逆势普涨，其中，海丰国际涨近3%，中远海控、中远海运港口涨约2%，中远海能涨1.4%，东方海外国际涨1.2%。 消息面上，近期，受中东局势变化和厄尔尼诺现象带来的极端天气影响，中东航线的海运价格连续上涨，甚至出现“运价比货值还贵”的现象。7月下旬以来，中东航线海运价格迎来大幅跳涨，以上海港到达曼港为例，一个40英尺标准集装箱的运价，从6600美元左右一路突破10000美元关口，涨幅超50%。 值得注意的是，此轮运价上涨呈现明显的区域分化特征——涨价高度集中于中东、波斯湾相关航线，而全球平均运价尚未出现全面暴涨。不过，中东作为我国进出口的核心海运航线，覆盖能源、工业品、跨境贸易等大宗货类，运价暴涨已直接提升了相关航运企业的盈利预期。
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