金吾财讯 | 航运板块走强，东方海外国际（00316）涨4.44%，中国外运（00598）涨3.79%，中远海控（01919）涨3.14%，中远海能（01138）涨2.39%，海丰国际（01308）涨2.32%，青岛港（06198）涨1.57%，太平洋航运（02343）涨1.30%，秦港股份（03369）涨1.24%。消息面上，航运巨头马士基表示，由于中东持续冲突导致燃油成本上涨，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），将紧急燃油附加费（EFS）上调至20%，2026年10月12日起生效。另外，据数据显示，国庆假期超大型油轮（VLCC）TCE运价创出历史新高；原油运输指数BDT同比大增419.5%，成品油运输指数BCT同比上涨294%，Suezmax、Aframax等船型运价同步走强。
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