智通财经APP获悉，海运股集体回暖，截至发稿，中远海控(01919)涨6.35%，报12.06港元；海丰国际(01308)涨4.32%，报20.05港元；东方海外国际(00316)涨3.33%，报105.4港元；中远海发(02866)涨2%，报1.02港元。
消息面上，全球集装箱航运巨头马士基与赫伯罗特确定绕行南非好望角作为双方达成的“双子星”合作协议的方案。这表明，这两家航运巨头预计红海地区在2025年仍不安全。值得注意的是，这次合作意味着马士基和全球第一大航运公司地中海航运(MSC)组成的2M联盟将分道扬镳。
国信证券指出，中远海控发布前三季度业绩预告，同比增长超70%，表现优异，但是即期市场表现仍不容乐观，当前红海危机对欧线需求增速的一次性冲击效应已经逐步消退，需求侧目前仍具有较大压力，美东的罢工问题亦得以暂缓，供给侧的扰动因素未对行业运价形成明显支撑，行业运价仍在寻找新的平衡点。但是考虑到红海危机的长期化，且联盟对运力投放具有约束性作用，我们认为运价中长期来看有望维持于红海危机前的水平。
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