上海国际海事信息与文献网

来源：Hellenic Shipping News 2021-05-19

翻译：国际海事信息网 赵扬捷 黄子倩 张运鸿 

        由于全球运价上涨和中国出口量飙升，在香港和中国大陆上市的航运公司周一收盘大涨，预计航运业在第二季度将保持良好的前景。

        中远海控上涨5.95%，至每股17.10港元（2.20美元）；东方海外（国际）上涨4.03%，至每股124.00港元；于上海上市的宁波海运有限公司上涨3.92%，至每股5.30元（0.82美元）。

        韩俊（音译）是中信建投证券股份有限公司(China Securities Co)的一名分析师，该公司总部位于北京，他在周日的一份研究注记中指出，由于苏伊士运河封锁的影响挥之不去，因此世界各地的航运价格都在上涨。

 

        媒体报道说，巴拿马运河的旱季使得北美航线的运费上涨。

 

        韩俊预测，中远海运控股第二季度的净利润将超过200亿元。

 

        根据该公司提交给证交所的一份文件，该公司第一季度净利润为154.5亿元，同比增长52倍。

 

        另一个因素是中国这个世界工厂的出口订单增加，因为新冠病毒在印度等其他亚洲主要经济体肆虐，加剧了运力的不足。

 

        最新的海关数据显示，中国4月份的出口增长超过了市场预期，达到2639.2亿美元，同比增长32.3%，而该月的进口同比增长43.1%，这凸显了中国持续强劲的经济活动。

 

        国家统计局发言人付凌晖周一表示，中国对外贸易将在今年余下时间里继续保持增长。

 

        付凌晖说，尽管最近一些国家的新冠疫情恶化，但全球经济复苏仍会继续，并满足需求。

 

        他说，中国的制造业复苏能够有效地满足外部需求的变化，而国家的开放举措和支持外贸的政策将继续发挥其作用。

 

       （本文版权归国际海事信息网所有，转载请注明出处。）

 

Chinese shipping stocks rally on rising rates, soaring exports

 

Shipping companies listed in Hong Kong and the Chinese mainland closed higher on Monday, as the industry is expected to remain promising during the second quarter due to rising global shipping rates and the country’s soaring exports.

COSCO Shipping Holdings Co gained 5.95 percent to HK$17.10 ($2.20), Orient Overseas (International) was up 4.03 percent to HK$124.00 and Shanghai-listed Ningbo Marine Co rose 3.92 percent to 5.30 yuan ($0.82).

Han Jun, an analyst with Beijing-based China Securities Co, noted in a research note on Sunday that shipping rates are rising all over the world, due to the lingering effect of the Suez Canal block.

Rates for routes serving North America are being driven up by a dry season for the Panama Canal, media reports said.

Han predicted that COSCO Shipping Holdings will report second-quarter net profit exceeding 20 billion yuan.

The company reported first-quarter net profit of 15.45 billion yuan, up 52 times year-on-year, according to a stock exchange filing.

Another factor is a rise in export orders for China, the world’s factory, as the coronavirus rages in other major Asian economies like India, worsening the shortage of shipping capacity.

Latest customs data showed that China’s export growth beat market expectations to gain 32.3 percent year-on-year to hit $263.92 billion in April, while imports for the month rose 43.1 percent year-on-year, underscoring China’s sustained robust economic activity.

Fu Linghui, a spokesperson of the National Bureau of Statistics, said on Monday that China’s foreign trade will keep growing for the rest of the year.

Although the COVID-19 outbreak worsened in some countries recently, the global economic recovery will undoubtedly continue and support demand, Fu said.      

 

 He said that China’s manufacturing recovery is able to effectively meet changes in external demand, while the nation’s opening-up moves and policies to support foreign trade will continue to play their roles.