智通财经APP获悉，中远海控(01919)盘初重挫，股价一度跌超9%，截至发稿，跌4.26%，报11.68港元，成交额1.99亿港元。
消息面上，1月7日，中国远洋海运集团发布声明称，近日注意到美国国防部将中国远洋海运集团有限公司、中远海运（北美）公司、中远海运财务公司列入“中国军事公司（Chinese Military Companies）”清单。上述三家公司均非“中国军事公司”，公司将与美有关方面沟通，澄清事实。上述三家公司被纳入该清单，并不意味着已被列入任何制裁或出口管制名单，不会对中远海运集团的业务和全球化运营产生影响。
此外，近期集运指数(欧线)期价持续走弱，而美线运价已连续几周呈现持续上涨趋势。一德期货指出，美东港口重启罢工风险加剧，若美线运价提涨或增加船商对欧线挺价概率；1月原有航运联盟解体，海运市场格局将重塑，集中度将有所下降，重组初期新的联盟组合竞争加剧，为提升市场占有份率，船司最直接采取的降价策略，将对运价形成抑制作用；春节长假临近，停航数量显著增加，船东通过减班控航来减少运力供应，预计假期期间运价下降速率将有所放缓。
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