来源: 经济参考报 | 2021-05-10 17:43:16 |
受经济复苏、大宗商品需求回升等因素的影响,波罗的海干散货指数(BDI)持续创出新高。东方财富数据显示,近期该指数一度上涨至3266点,近三个月涨幅逾140%。
BDI指数作为衡量国际贸易景气度的先行指标,与大宗商品需求密不可分,随着需求回暖叠加供给瓶颈等因素的影响,BDI指数持续走强,同时2021年以来,铁矿石、钢材、铝等价格也出现持续上涨。
伴随着BDI指数走强,相关海洋运输与集装箱板块受到市场关注。其中,中远海控自年初以来上涨逾50%,宁波海运、中集集团等自2月初以来股价也持续回升。部分机构一季度开始对海运板块进行布局,其中宁波海运一季度新进四家私募基金,均属于河南伊洛投资管理有限公司;中远海能一季度则受到两家中欧基金的增持;农行-工银瑞信战略转型主题基金则新进成为渤海轮渡十大流通股股东。
从一季报情况看,多家公司实现归母净利润同比增长或扭亏。长航凤凰公告显示,由于沿海大宗干散货运输市场行情好于上年同期,效益较上年同期有所增长,公司一季度实现归母净利润638.78万元,同比增长295.16%,同板块中远海控、中远海特等相关公司业绩也实现同比增长;中集集团、宁波海运、渤海轮渡等则实现同比扭亏为盈。宁波海运表示,预计公司中报归母净利润将比上年同期增长0.8亿元至1.2亿元。
华创证券预计,近期铁矿石等原材料运需旺盛,海外疫情反复使得压港、船舶检疫影响有效运力的局面或仍持续,预计散运市场将维系高景气。(作者:李犇)
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