智通财经APP获悉，航运股延续跌势，截至发稿，中远海发(02866)跌11.58%，报0.84港元；中远海控(01919)跌10.43%，报10.48港元；海丰国际(01308)跌10.17%，报16.96港元；中远海能(01138)跌8.68%，报5.47港元；太平洋航运(02343)跌4.65%，报1.64港元。
消息面上，美国加征“对等关税”的幅度显著高于市场预期，市场对关税落地引发经济衰退风险和贸易冲击的担忧情绪有所升级。光大期货此前表示，对等关税”不仅将改变税收结构，增加贸易成本。长期来看，关税还将破坏供应链的稳定性，对国际贸易造成沉重打击，通胀与衰退双向风险同时存在，需要特别关注。
中信期货认为，关税生效后全球将面临更高贸易成本，美国对全球商品的依赖较难短期消除，成本端面临买卖双方重新分配。洛杉矶港口执行董事认为2025年下半年，其港口集装箱吞吐量或将下降10%以上。与美国相关的集装箱航运量占比约20%，若当前政策减少全球-美国10%-20%的运量，同时对海运周转量的影响将高于这一比例。美线需求下行后或将部分运力移至欧线，运力或将增加。全球贸易将整体重构，供应链及港口或将更加混乱，我国企业供应链或相对更具韧性，但仍需要贸易格局重塑和供应链的调整。
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