Tiger Brokers

港口运输股走低 中远海能（01138）跌13.39%、中国外运（00598）跌7.37%

金吾财讯
Oct 15

金吾财讯 | 港口运输股走低，中远海能（01138）跌13.39%，中国外运（00598）跌7.37%，太平洋航运（02343）跌7.36%，东方海外国际（00316）跌4.52%，中远海控（01919）跌3.96%，招商局港口（00144）跌2.33%，秦港股份（03369）跌1.37%，中远海发（02866）跌1.12%。摩根大通近日研究报告指，最新2026年第三季数据继续显示，货柜航运与港口短期需求好于市场忧虑，营运摩擦仍对利用率及收益率构成有意义支撑，该行维持对亚洲航运及港口板块的增持取态。该行指出，9月物流经理指数（LMI）重新加速至70.2，按月升3.6点，运输价格维持高企，运输运力连续第十个月收缩，符合周期后段补库冲动；美国进口亦保持坚挺，洛杉矶港6至8月录得有史以来最繁忙的三个月。全球港口拥堵已升至约占船队13%（4月约8%），业界亦持续反映亚洲港口因船舶集中到港及台风出现瓶颈，令船期可靠性偏弱并吸收有效运力。巴拿马运河槽位及吃水环境有所改善，但上周末地震提醒营运环境可快速变化；运河当局暂指营运未受影响，惟若情况恶化，风险仍偏向下行。该行认为，尽管中期供应风险仍在，拥堵及需求韧性正转化为更强定价力及利润率。

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