智通财经APP获悉，海运股延续下跌，截至发稿，乐舱物流(02490)跌5%，报21.85港元；中远海控(01919)跌3.63%，报12.22港元；东方海外国际(00316)跌2.25%，报112.8港元；海丰国际(01308)跌1.86%，报21.1港元。
消息面上，2025年2月起集运联盟格局将会产生变化，马士基和赫伯罗特组成双子星联盟，MSC独立并与ONE、YML和HMM组成的PA联盟在部分欧线上进行合作，OA联盟格局保持不变。海通期货指出，市场预期在新联盟格局下运价中枢或将进一步下移，联盟成立初期存在争夺市场份额的动机，尤其是基于MSK较为激进的定价策略和MSC对市场份额的重视。
南华期货指出，继马士基和赫伯罗特大幅下调欧线现舱报价后，MSC和ONE也跟进下调了后两周欧线现舱报价，且降价幅度更大。国泰君安期货也指出，从现实端来看，马士基不断下调运费，地中海选择跟进降价，价格战已经打响，对02合约估值不宜乐观，市场看法也逐渐向悲观预期靠拢。
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