智通财经APP获悉，海运股跌幅扩大，截至发稿，海丰国际(01308)跌5.91%，报20.7港元；中远海控(01919)跌3.01%，报11.62港元；东方海外国际(00316)跌2.5%，报105.4港元；太平洋航运(02343)跌2.43%，报2.01港元。
一德期货指出，据最新现货市场反馈，目前大柜订舱在3700-3800美金左右，12月货代有报价将增加2000美元，低于当前船商的宣涨幅度，落地情况仍有待进一步观察。考虑到传统12月上旬有一波集中出货预期，将对运价形成一定支撑，而12月下旬受假期因素影响，预计海运需求减少运价随之回落。
大摩此前认为，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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