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港股异动 | 太平洋航运(02343)现涨超3% 大西洋航线运力偏紧 BDI指数升至18个月高位

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太平洋航运(02343)现涨超3%,截至发稿,涨3.03%,报2.38港元,成交额1207.14万港元。

消息面上,波罗的海干散货运价指数周三连续第五个交易日上涨,触及18个月高位,各型船运价走高。波罗的海干散货运价指数上涨305点或12.8%,至2696点,为2022年5月以来最高水平。

西南证券交运行业员判断,目前铁矿石库存处于去库尾声阶段,后续铁矿石库存将有望震荡上行进入新一轮补库周期,带动运价进一步上涨。同时,美联储加息末期金融属性释放有望助力BDI上行。也有业内人士表示,当前已是美湾粮季,欧洲11月份开始降温,冬季粮食、煤炭共振,导致巴拿马型散货船需求特别旺,大西洋航线持续在抢巴拿马型散货船,近日传导至了好望角型散货船。

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