研报掘金丨中金：看好集运龙头中远海控、海丰国际和中谷物流

中金财经03-17

中金发表研报指，假如中东冲突持续更长时间，需要关注潜在的效率下降和有效运力损失，包括中东/印度次大陆航线调整吸纳运力。霍尔木兹海峡通行量大幅下降后，大量航运公司停止波斯湾目的地接货，潜在的替代方案包括从非洲好望角绕行后经苏伊士运河至红海的港口(如沙特吉达港)，再由陆运进入海湾国家。　　其次需关注中转港可能出现拥堵，因原本去往中东波斯湾货物，可能会由于航线调整，转到国际中转港，重点关注新加坡...

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