港股异动 | 航运股集体上扬 马士基26艘大造船订单落地 机构指未来数年船台紧张提供供给瓶颈

中金财经
9 hours ago
  智通财经APP获悉,航运股集体上扬,截至发稿,德翔海运(02510)涨5.06%,报14.72港元;太平洋航运(02343)涨4.09%,报4.325港元;中远海能(01138)涨2.86%,报19.81港元;中远海控(01919)涨2.77%,报17.04港元;海丰国际(01308)涨2.08%,报49.16港元;东方海外国际(00316)涨1.85%,报149港元。   消息面上,据市场媒体报道,9月18日,马士基确认已签署26艘大型集装箱船建造合同。该批船舶单船运力为18,600TEU,全部采用双燃料发动机,可使用液化天然气运行,计划于2029年至2030年交付。马士基暂未公布具体船厂及订单金额。业内人士认为,此举意指在经历多年以“更新老旧船队”为主的审慎造船策略后,马士基正重新增加船队规模。   国泰海通认为,中东冲突前油运已进入超级牛市。冲突期间战争风险溢价、区域紊乱与效率损失等驱动运价新高。中期海峡恢复可期,油运供需回归高位,补库与长锦控盘进一步锦上添花,未来两年高盈利。同时地缘提供需求意外上行期权,且船台紧张提供供给瓶颈,该行认为油运高景气持续性有望超预期。过去五年,航运景气接力上行并依次下单,驱动造船景气高企持续。预计本轮造船业产能约束将好于上轮,且2026年迎VLCC下单潮,继续保障造船景气持续。   

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