港股异动 | 中集集团(02039)现涨超5% 多因素导致集装箱周转效率降低有望刺激短期需求提升

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智通财经APP获悉，中集集团(02039)现涨超4%，截至发稿，涨5.29%，报7.36港元，成交额1628.76万港元。国金证券指出，集装箱需求和全球商品贸易量正相关，商品贸易复苏有望带动集装箱需求提升。同时红海航线改道后，航线拉长、航时增加使得部分集装箱无法及时回流，在岸港口可能面临集装箱空缺问题。船东为保证运输效率，如果加大运力投入或减少港口挂靠，将导致部分港口拥堵，进一步降低集装箱周转效率...

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港股异动 | 中集集团(02039)现涨超5% 多因素导致集装箱周转效率降低 有望刺激短期需求提升

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港股异动 | 中集集团(02039)现涨超5% 多因素导致集装箱周转效率降低有望刺激短期需求提升