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港股异动 | 港口航运股普涨 中远海能(1138.HK)涨逾3%
格隆汇 02-05 10:35
格隆汇2月5日丨港口航运股普涨,日照港裕廊(6117.HK)涨逾11%,海丰国际涨逾4%,中远海能涨逾3%,中国外运、青岛港、招商局港口等涨逾2%。个股方面,中远海运港口于1月30日获增持100万股,总价约577.67万港元;中远海能近日发公告确认大连油运已自2020年1月31日(美国东部时间)起被OFAC移出特别指认国民名单。中金认为其不确定性因素消除,有助于提升估值水平;继续看好2020-2021年油运板块,维持中远海能“跑赢行业”评级和目标价4.8港元。板块上,交银国际此前发研报称,预计贸易协议的签订将提振集装箱运输市场的情绪,但对跨太平洋航线货运量的短期影响有限,认为2020年跨太平洋航线的货运量恢复仍要看美国制造业生产和消费状况。维持海丰国际“买入”评级,以及中远海运和东方海外的”中性“评级。
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