异动解读 | 东方海外国际盘中大涨5.03% 分析预计集运股长期向好

异动解读
23 Dec 2024

东方海外国际(00316)今日盘中大涨5.03%,引发市场关注。

分析人士认为,这与近期市场普遍预期海运行业长期向好、运价有望持续上涨有关。国信证券预计虽然现有有效需求不足,但美线在抢运预期下仍在提价,彰显联盟作用。花旗银行更是直接将一些主要航运公司评级上调至"买入",认为明年亚洲海运运费将持续上升,预测明年海运公司的收益和利润回报率将提高。

展望未来,如果行业形势持续向好,东方海外国际作为一家知名集运公司,其股价可望进一步受益。

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