智通财经APP获悉，海运股今日普跌，截至发稿，海丰国际(01308)跌4.33%，报22.1港元；中远海控(01919)跌3.25%，报11.3港元；东方海外国际(00316)跌2.39%，报106港元；中国外运(00598)跌1.12%，报3.52港元。
消息面上，马士基调低W46上海-费利克斯托和宁波-安特卫普报价至2000/3500(前价2600/4500)、上海-安特卫普报价至2320/4000，并开舱W47上海-费利克斯托和上海-安特卫普报价至2320/4000。本次调价超出市场预期。
国投安信期货指出，由于当下市场货量体感和价格走势背离，因而市场对于本轮航司宣涨价格的韧性原本便抱有怀疑，而马士基对于运价的大幅调低则将直接影响市场对于本轮宣涨兑现度的预期。但后续其余航司是否会快速跟进降价尚不明朗。此外航司会如同往年般对12月运价进行新一轮宣涨的预期较强。
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