智通财经APP获悉，集运股午后走高，截至发稿，东方海外国际(00316)涨4.73%，报106.2港元；中远海控(01919)涨2.35%，报12.22港元；中国外运(00598)涨2%，报3.57港元；海丰国际(01308)涨1.14%，报19.56港元。
国信证券指出，本周欧线的长协谈判仍在推进，停航控班之下运价相对较为平稳，同时美线在抢运预期下仍在提价，彰显出当前联盟的作用较为显著，但是考虑到当前有效需求仍较为不足，我们预计中期运价或缺乏上涨动力。投资标的上，中远海控作为一梯队船东，对上下游均具备较强议价权，盈利能力业内领先，具有价值属性，建议持续关注。
花旗发布研究报告称，展望明年亚洲海运运费将持续上升，经重新评估风险回报后，认为所覆盖亚太地区航运公司相当于明年预测市账率约0.8至0.9倍的估值属有利，明年核心股本回报率预测上调至8%至12%，并承认该行今年7月时曾对行业整体评级下调属过分悲观。综合各种因素，憧憬明年首季行业需求仍然强劲，接近能够覆盖跨太平洋的合约季节，因此将中远海控及长荣海运评级从“沽售”一举上调至“买入”。
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