智通财经APP获悉，海运股早盘反弹，截至发稿，东方海外国际(00316)涨5.14%，报110.5港元；海丰国际(01308)涨4.06%，报20.5港元；中远海控(01919)涨2.96%，报12.54港元；太平洋航运(02343)涨2.76%，报2.61港元。
消息面上，当地时间3日，阿拉伯国家联盟在埃及开罗召开常驻代表级别紧急会议，讨论黎巴嫩局势等问题。阿盟副秘书长扎基在会上表示，当前由于以色列不停地升级冲突，中东爆发地区战争的风险越来越高。国际货币基金组织则表示，中东地区冲突导致国际油价和粮食价格等大宗商品价格走高，胡塞武装袭击红海船只也导致航运价格上涨，这些因素将对全球经济带来冲击。
方正证券指出，短期看，红海绕航事件与其一系列连锁反应导致运距拉长、有效运力折损，预计绕行持续下运价或随季节性波动维持高位震荡。同时关注供应链进一步扰乱因素与需求端潜在关税抢运等运价催化。该行指出，高运价每多延续一个季度，现价对应PB中枢或继续降至更低水平，市值理论下行风险将更为有限。
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