智通财经APP获悉，海运股全线走低，截至发稿，中国外运(00598)跌3.72%，报3.62港元；东方海外国际(00316)跌3.13%，报111.6港元；中远海控(01919)跌2.15%，报11.82港元；海丰国际(01308)跌0.6%，报19.74港元。
国信证券指出，截至3月7日，CCFI综合指数报1211点，环比下跌3.2%；SCFI报1436点，环比下跌5.2%。总体来看，当前欧元区目前制造业虽边际改善，但是地缘政治的风险使得经济下行压力仍存，美国方面的贸易风险问题亦悬而未决，零售数据表现出较大压力。中期来看行业供给格局或仍加剧恶化，年内集运船东的盈利能力或将承压。
摩根大通引述业内专家预测称，苏伊士运河重新开放的时间可能至少被推迟到今年10月。同时，美国贸易状况仍不确定，关税及301调查或会加剧供应链挑战。虽然小摩对运费及盈利能力保持基本乐观看法，但上述地缘政治因素正极大地重塑全球贸易生态系统，并重新洗牌航运公司的市场份额。
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