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一季度航运股业绩改善明显,但同期股价跌幅却高达20%,估值优势渐显;随着BDI的大幅上涨,散货航运股基本面短期进一步改善,将支撑相关股票短期跑赢大盘,甚至获得绝对收益。
In the first quarter, the performance of shipping stocks improved significantly. However, the share price decline was as high as 20% over the same period. The valuation advantage gradually became obvious. With the sharp rise in BDI, the fundamentals of bulk shipping stocks further improved in the short term, supporting short-term outperformance of the broader market or even Obtain absolute benefits.