[新聞] 歐洲線期貨飆!全球運價大漲訊號亮了 貨櫃三雄今日續揚帆起行
原文標題:歐洲線期貨飆!全球運價大漲訊號亮了 貨櫃三雄今日續揚帆起行
原文連結:https://www.nownews.com/news/6423750
發布時間:2024-05-10 09:28:10
記者署名:陳郁柔
原文內容:
歐美補庫存需求出籠,導致歐美兩線艙位吃緊,市場分析,隨著中國五一長假後的復工大
潮啟動,對貨櫃的需求會陸續增加,昨(9)日歐洲線期貨再度大漲11%,激勵今(10)日
貨櫃三雄持續走高,帶動航運類股指數上午大漲逾6.3%。
上週因為中國五一長假,並沒有公布最新的貨櫃輪報價(SCFI),而被市場認為運價先行
指標的歐線集運期貨指數昨天率先大漲11%,也顯示出來市場的運價未來是走揚的趨勢。
業者指出,受惠於歐洲市場經濟回春比期快,貨櫃需求量大增,開始擠壓到其他航線的需
求,北美線目前需求量也在增加中,北美線5月要找艙位到美國難度非常高。
再加上昨日貨櫃航商萬海公布第一季財報,合併營收276.18億元,年增8.08%,稅後淨利
新台幣46.23億元,每股稅後淨利(EPS)1.65元,營運績效轉虧為盈,主要受惠於運價成
長,以及美元兌新台幣匯率升值。
展望後市,萬海表示,船舶運力受中東地緣政治緊張、船舶繞行導致周轉率下降及景氣回
溫等各項因素影響,預期營運穩健好轉,將謹慎檢視航線布局回應客戶需求,並持續進行
船舶汰舊換新提升競爭力。
至於長榮、陽明因為在歐洲、北美航線均部署重兵,這一波運價持續衝高利基下,營運也
將一齊受惠。
種種利多簇擁之下,航運股今日走高,類股指數上午10點45分飆漲逾6.3%。萬海、陽明、
中櫃、台驊投控飆上漲停,長榮一度飆上漲停,上午10點45分上漲逾9%,中航上漲逾7%,
華航上漲逾6%。
心得/評論:
運價飆漲,準備虧轉盈,大航海時代又開啟了!!!
還有人沒上船??趕快加入航運三雄重現過往榮光!
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※ 編輯: lili712 (114.136.187.41 臺灣), 05/10/2024 11:29:51
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