集运股全线走高 红海复航短期内仍无法落地 节后航司或存宣涨挺价动作
Zhi Tong Cai Jing·2026-02-25 03:01

Group 1 - The shipping stocks have risen across the board, with COSCO Shipping Holdings (601866)(02866) up 6.09% to HKD 1.22, COSCO Shipping International (601919)(01919) up 2.82% to HKD 14.96, Orient Overseas International (00316) up 2.52% to HKD 146.6, and Seaspan Corporation (01308) up 0.73% to HKD 33.22 [1] - On February 3, shipping groups Hapag-Lloyd and Maersk announced adjustments to their shared shipping route, which will now reroute through the Red Sea and Suez Canal. However, the "Maersk Detroit" vessel, which was supposed to make its inaugural voyage through the Red Sea, diverted south to navigate around the Cape of Good Hope due to adverse weather conditions in the western Mediterranean [1] - According to a report from Shenwan Hongyuan, this rerouting indicates that the resumption of services through the Red Sea will not materialize in the short term. The market is approaching early March schedules, and with factories resuming operations after the Spring Festival holiday, demand is expected to improve [1]

集运股全线走高 红海复航短期内仍无法落地 节后航司或存宣涨挺价动作 - Reportify