海程邦达(603836.SH)：1-5月运价指数高于2023年同期，且呈增长趋势

格隆汇资讯06-12

格隆汇6月12日丨海程邦达(603836.SH)接受特定对象调研时表示，海运即期运价主要取决于海运市场供需关系，自2023年四季度至今，受红海危机、海外贸易商补库存等因素影响，海运运价再次企稳回升，至2024年5月，运价短期内出现了快速上涨。但高运价会推高货物成本，进而压缩货主利润，影响出货意愿，叠加未来关税等不确定性因素，未来需求端不确定性影响因素较多。从SCFI综合指数看，2024年1-5月...

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