金吾财讯 | 航运股普跌，中远海控(01919)跌2.68%，太平洋航运(02343)跌1.84%，招商局港口(00144)跌1.47%，中国外运(00598)跌1.11%，海丰国际(01308)跌0.7%。和合期货表示，步入2025年，集运市场将面临更多的未知与挑战。地缘政治方面，一是中东局势关系到红海是否通行，绕行是否持续。若红海危机缓和，届时会对亚欧航线集装箱市场的供需关系产生影响。二是美国新一任总统特朗普的政策走向尚未明朗。若其延续贸易保护主义，中美贸易摩擦可能卷土重来，对跨太平洋航线构成重大冲击。还有美东码头罢工的阴影正笼罩着航运业，据最新消息，国际码头工人协会（ILA）与美国海事联盟（USMX）计划于1月7日重启新主合同的谈判若劳资谈判破裂，港口瘫痪将直接影响航运时效，进一步推高附加费用。
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