智通财经APP获悉，海运股早盘延续反弹，截至发稿，东方海外国际(00316)涨3.62%，报108.8港元；中国外运(00598)涨3.02%，报4.09港元怕；海丰国际(01308)涨1.97%，报20.7港元；中远海控(01919)涨1.52%，报12.02港元。
消息面上，11-12月进入欧线长约季，主流船司开启11月GRI第一轮宣涨。马士基、达飞FAK宣涨幅度超出预期，分别在10月下旬2600、3660美元/FEU的基础上分别上调至4500美元/FEU和4400美元/FEU。此外，马士基与赫伯罗特组成的“双子星”合作计划宣布将于2025年2月起继续绕航好望角，打破了市场对红海恢复通航的预期。
国信证券此前指出，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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