智通财经APP获悉，部分海运股早盘走低，截至发稿，海丰国际(01308)跌2.73%，报19.26港元；乐舱物流(02490)跌1.88%，报20.85港元；东方海外国际(00316)跌1.01%，报107.6港元；中远海控(01919)跌0.67%，报11.82港元。
消息面上，卡塔尔、埃及、美国当地时间1月15日晚发布联合声明，宣布以色列与巴勒斯坦伊斯兰抵抗运动（哈马斯）就加沙地带停火和被扣押人员交换达成协议。协议将于2025年1月19日生效，分三阶段执行。受消息影响，集运欧线主力合约日内一度跌超8%。
大和发布研报称，加沙战争的正面进展对航运公司股价构成负面影响，因为市场预计运费将出现回调。但大和认为，由于保险费用、船员和货物安全问题、运河费用等营运因素，航运公司返回红海的成本将会很高。另外，货主为确保货物安全，普遍接受改变航线而延长运输时间。因此，该行预计今年红海货运服务不会大规模回归，未来改道或会成为新常态，这意味运费压力有限。
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