智通财经APP获悉，海运股午后走低，截至发稿，中远海控(01919)跌3.48%，报12.2港元；海丰国际(01308)跌2.43%，报22.05港元；东方海外国际(00316)跌2.34%，报112.8港元；中远海发(02866)跌0.91%，报1.09港元。
申万宏源指出，航司希望通过宣涨远期价格催促货主和货代近月订舱，但目前看 10 月的货运量未见明显改善。11 月初整体订舱价格在 4000 美元/FEU 左右，高价成交实际较为稀少。现实弱预期强的背景下，警惕高价格的宣涨落地不及预期以及频繁涨价动作导致发货方情绪麻木。美国大选即将落地，市场对于特朗普上台后加征关税可能引发的抢运潮有所预期，届时可能短期内推涨集运运价。但具体情况仍需继续跟踪美国大选结果和关税情况。
大摩认为，即使因季节性关系短期现货运费有所波动，今明两年航运业下行周期料将持续，予中远海控“减持”评级。报告中称，公司今年第三季度净利润同比增长286%至213亿元人民币。剔除一次性项目，经常性利润同比增长289%，与初步业绩一致。大摩估算，集团旗下东方海外国际第三季度贡献12亿美元，占分部利润约37%，并与上半年持平。该行亦认为，中远海控第三季度表现将标志今年度盈利的高峰。
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