金吾财讯 | 部分航运股走低,中远海控(01919)跌3.92%,中远海能(01138)跌3.35%,东方海外国际(00316)跌2.22%。和合期货表示,周内集运市场震荡运行。3月欧线空班规模较大,部分航司增加空班配合3月宣涨,3月周均运力下修至26.4TEU。周内盘面主要支撑在于3月宣涨运价,但货运量相对低迷,3月涨价落地情况仍有待观察。该行提到,春节过后,市场需求逐渐减弱,航运业进入传统淡季,加上航运联盟格局的调整,主要东西向贸易航线的运价持续下滑。2月6日,Drewry世界集装箱综合运价指数(WCI)环比下降3%,稳定在3212美元/FEU。其中,亚洲—欧洲/地中海航线运价下跌4%,跨太平洋航线运价下降1%,跨大西洋航线运价降幅达10%。
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