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今年一季度的散货平均运价较去年同期已有较大幅度的提升,航运类公司的季报业绩预计同比将大幅增长。目前航运业的景气度还处在高位,航运板块中能够从中获益的四家上市公司中海发展、南京水运、中远航运、宁波海运基本面各有特色。
The average bulk freight rates for bulk cargoes in the first quarter of this year have been significantly increased compared with the same period of last year. The quarterly results of shipping companies are expected to increase substantially year-on-year. At present, the prosperity of the shipping industry is still at a high level. Among the four listed companies that can benefit from the shipping sector, CS Development, Nanjing Water Transport, COSCO Shipping and Ningbo Shipping have their own unique characteristics.