金吾财讯 | 航运股疲软，海丰国际（01308）跌7.70%，中远海能（01138）跌4.24%，中远海控（01919）跌1.44%，太平洋航运（02343）跌0.74%，东方海外国际（00316）跌0.34%。海运数据分析平台Xeneta在11月5日发布的最新预测则显示，2027年全球集装箱运输需求增速将放缓至2.5%至4%，而全球船队运力预计增长6.8%。供给增长快于需求增长的情况下，Xeneta预计2027年全球集装箱即期运价全年平均水平可能较2026年第三季度下降30%，长期合同运价则可能下降5%。
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