智通财经APP获悉，集运股集体走高，截至发稿，东方海外国际(00316)涨 3%；中远海控(01919)涨1.78%；德翔海运(02510)涨0.67%。
消息面上，航运巨头马士基公告，自10月12日起，将紧急燃油附加费(EFS)提高至20%。由于中东持续冲突导致燃油成本上涨，我们很遗憾地作出艰难决定，将对所有出口提货和进口派送业务提高紧急燃油附加费(EFS)。
申银万国期货表示，节前多家船司发布节后涨价通知，宣涨函多显示自10月19日起大柜运价上调至4000-4500美元不等，节后运价企稳预期升温。MSC进一步下调10月上半月报价，但第43周新开舱大柜报价为3840美元，环比上涨700美元，10月下旬运价企稳进入现实阶段。
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