智通财经APP获悉，海运股集体走低，截至发稿，德翔海运(02510)跌8%，报5.98港元；海丰国际(01308)跌6.6%，报19.94港元；中远海控(01919)跌5.09%，报11.94港元；东方海外国际(00316)跌3.47%，报113.9港元。
消息面上，美东时间4月2日，特朗普宣布，美国将对所有贸易伙伴设立10%的“最低基准关税”，并对多个贸易伙伴征收更高关税。其中，中国、欧盟、日本分别被加征34%、20%、24%的关税。中信期货指出，在贸易战预期之下，市场对远期贸易需求仍相对偏空。小摩此前也表示，集装箱航运业目前正处于一个高度复杂的环境中，尤其是潜在的贸易政策变化导致全球贸易格局重组。
国信证券指出，本周由于美线签约季的临近，航商推动停航控班提价，在货量未见明显改善的情况下美线出现大涨，但是美国上周刚刚发布了汽车关税，贸易的风险实际仍在升级当中，而欧洲的经济亦尚不明朗，建议观察提价的持续性。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。
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