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COSCO SHIPPING Holdings Co., Ltd. 2021-09-20T15:55 財經茄呢啡 以中國最大的中遠海控為例:截至2021年6月末,中遠海控旗下自營集裝箱船隊運力約303萬標准箱,從集裝箱船隊規模來看,穩居行業第一梯隊。2020年,該公司訂造了12艘23,000 TEU型集裝箱船舶,今年7月簽訂了6艘14,092 TEU型和4艘16,180 TEU型集裝箱船舶的造船協議。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-20T15:55 財經茄呢啡 筆者近期看好航運股,但最近突然占航運市場三分之一市占的三家國際航企業,包括達飛海運、馬士基及赫伯羅特(HAPAG-LLOYD),分別相信不再調高運價,或是凍結貨櫃運價,令中遠海控股價也跟大市下滑。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-13T15:09 財經茄呢啡 現在全球重要貨櫃船公司,包括馬士基、以星與日本三大船公司股價都已創新高,中遠海控上星期五股價大漲7.68%,逼近歷史新高,今天香港股市大挫中遠葛價仍續漲,台灣貨櫃三雄相較之下股價明顯偏低。亞系外資最新報告已將長榮目標價上調為185元。長榮今天股價震蕩,股價最高137元,收盤價132元,下滑1.35元,法人預料與當沖客尾盤拋出相關。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-13T15:09 財經茄呢啡 本港航運股今天照升,中遠海控 現升3%,最新報16元;東方海外 暫無上落,最新報158元;中遠海發 現升4.5%,最新報1.87元。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-13T15:09 財經茄呢啡 盡管全球第三大貨櫃運輸業者達飛海運宣布凍結運費至明年2月,但是香港部分航運業者周一股價仍舊上漲。 當地時間11:33,航運服務商中遠海控(1919 HK)上漲2.05%,報15.90港幣;中遠海發(2866 HK)上漲5.03%,報1.88港幣。東方海外股價則是下滑1.84%,報155.10港幣。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-13T15:09 財經茄呢啡 亞系外資點名買入馬士基、長榮、中遠海控、東方海外、海豐國際等個股,重申買入評等,長榮目標價上看185元。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-13T15:09 財經茄呢啡 亞洲第一大航商中遠海控上星期法說則指,以DHL、德迅為主的歐洲長約談判,將在12月登場;北美因明年4月碼頭工人合約談判也充滿變數,貨櫃航商與客戶間的長約可能提前議定。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-09T15:20 財經茄呢啡 港股今天高開後倒跌,但航運股板塊逆市造好,東方海外 股價破頂、中遠海控 升近3%、大平洋航運(02343 )升半成、海豐國際 亦升逾3%。航運股前景點睇?獨立股評人唐牛為你分析,立即點擊收看/收聽。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-09T15:20 財經茄呢啡 航運後亦造好,中遠海控收升1.9%,報15.1元;太平洋航運揚5.8%,收報4.17元;海豐漲3%,收報32.75元;中遠海發升4.6%;東方海外升3%;中遠海能尾段再抽升,日內高位收市報3.27元,全日升2.2%。
COSCO SHIPPING Holdings Co., Ltd. 2021-09-09T15:20 財經茄呢啡 美國有報道指,「塞港」問題難以解決,業內更估或會延至明年年底,航運股今早造好。中遠海控升1.9%;太平洋航運飆5.8%;海豐漲3%;中遠海發揚4.6%;東方海外升3.1%,創新高;中遠海能升2.2%。
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