法人︰海運業旺全年 - 股票

By Dorothy
at 2021-01-12T19:54

Table of Contents

1.原文連結：
https://ec.ltn.com.tw/article/paper/1424974

2.原文內容：

法人︰海運業旺全年

〔記者王憶紅／台北報導〕貨櫃海運缺櫃有多嚴重？據了解，部分海運業者的貨櫃船，去
年耶誕節前雖已駛到美西港口，但至今根本靠不了岸、無法進港卸貨；而在美西港口設有
碼頭的業者，也因碼頭工人缺工，要約一週時間進港卸貨。

缺櫃嚴重，短時間內無法解決的情況下，法人認為，第一季缺船、缺櫃情況仍然無解，第
二季起又開始進入貨櫃航運的出貨旺季，並在第三季達高峰，因此樂觀看待貨櫃業者全年
表現。

Q1缺櫃缺船 Q2起迎旺季

美西塞港嚴重，英國也不遑多讓，業者表示，英國脫歐，廠商積極補庫存，但原本在英國
工作的他國碼頭及貨運工人，因簽證無法繼續工作，工人減少，造成回程船一櫃難求。

業者以美西回到亞洲海運時間至少要3週推估，一月底前，缺櫃問題仍嚴重，無解。法人
則指出，農曆年放假期間，因中國工廠休假，可能稍微舒緩；但第二季起又進入貨櫃航運
的出貨旺季，緊接著第三季旺季，就目前觀察，缺櫃問題短時間內無法紓解，加上肺炎疫
情不停，對全年貨櫃景氣不看淡。

陽明（2609）之前在法說會上指出，第一季仍供不應求，預計全球各航線價量將維持高檔
，進而帶動歐美長線第二季長約換約價格可望上調，全年市況仍需視疫情走勢而定；不過
，近兩年整體市場新交船不多，2023年後供給才會增多。

缺櫃、缺船帶動運價走高，目前全球各航線除了美國線外，運價都持續走高，除了基本費
，如果加計附加費，到歐洲的40呎櫃已超過1萬美元，南美則逾8000美元，都創歷史新高
。

面對居高不墜的運價，出口商多有抱怨，海運業者私下表示，過去苦了7、8年，難得碰到
好光景，總要儲蓄糧草，且苦的時候，出口商也是找低價的國外貨櫃業者運貨，沒對國內
業者送暖，因此客戶若不接受高運價，可能就是沒有艙位，商品也可能成為存貨了。

3.心得/評論：

旺!旺!旺!
看來航運股崩崩都是在騙船票的
展望2021
目前的股價正在低點!

水手們衝啊! 船票搶起來!

--

Tags: 股票

All Comments

By Annie
at 2021-01-15T00:10

早上新聞

By Sandy
at 2021-01-15T14:43

旺你媽

By Hardy
at 2021-01-15T15:45

要打掉重練了

By Elizabeth
at 2021-01-18T09:45

利多新聞都是在坑殺我

By Una
at 2021-01-21T05:43

現在來看根本出貨文

By Olivia
at 2021-01-25T04:19

5:30還要發新聞太辛苦了吧

By Regina
at 2021-01-25T21:18

丸子旺全年明天崩整天

By Brianna
at 2021-01-27T03:54

收到

By John
at 2021-01-28T01:53

好了啦

By Audriana
at 2021-02-01T01:00

還在旺

By Valerie
at 2021-02-05T15:21

到底要幾篇套很大？

By Megan
at 2021-02-08T00:21

ever green

By Jacob
at 2021-02-12T14:15

來了

By Jacob
at 2021-02-17T04:12

很旺，然後連八賣XD

By Olive
at 2021-02-18T13:27

出貨文

By Dinah
at 2021-02-23T10:52

周末沒人發航運文周一就大漲，昨天一堆航運文今天
大暴崩明天怎麼走你各位懂了嗎

By Susan
at 2021-02-26T04:35

不要講啦，我還沒買.

By Erin
at 2021-02-27T01:34

旺你妹

By Hazel
at 2021-03-02T17:57

收到旺整年

By Gary
at 2021-03-03T19:09

不要再講了山頂上好冷

By Faithe
at 2021-03-08T15:18

真的要烙賽了

By Bethany
at 2021-03-11T05:47

要幾篇==

By Olive
at 2021-03-12T03:30

欸看到生氣欸法人到底要發幾篇新聞出貨出爽沒

By Daph Bay
at 2021-03-15T06:26

馬的領北快溺水了還一直發文

By Tracy
at 2021-03-15T18:47

明天噴的話我再補推

By Rebecca
at 2021-03-19T02:15

http://i.imgur.com/2ICEJgm.jpg

By Noah
at 2021-03-20T09:12

法人:海運旺全年結果連賣超8天是在賣三小

By Rebecca
at 2021-03-20T21:33

旺你妹，出貨出完了沒

By Yuri
at 2021-03-22T13:48

法人燒的比較旺

By Xanthe
at 2021-03-24T02:35

可以桶一桶嗎過氣新聞

By Ethan
at 2021-03-28T21:36

嘴巴說旺身體卻很誠實地賣出-..-

By Bethany
at 2021-03-29T07:09

那你幹嘛賣XD

By Eartha
at 2021-04-02T05:38

望你媽

By Olivia
at 2021-04-03T23:58

法人：我是把船票讓給你們

By Edwina
at 2021-04-07T09:47

丸子

By Jessica
at 2021-04-09T05:31

法人出貨旺季笑死

By Callum
at 2021-04-09T14:54

法人在找盤子

By Delia
at 2021-04-14T09:34

你慢慢喊
反正我已經獲利了結了ㄏㄏ，只有少賺多賺問題

By Ophelia
at 2021-04-18T22:28

旺旺旺(出貨文)

By Carol
at 2021-04-22T11:04

欸不是法人狂賣耶...

By Necoo
at 2021-04-26T10:44

好多水手在噓嘻嘻

By Lily
at 2021-04-27T00:02

當初不是都在炫耀自己有多少張船票休息

By Kama
at 2021-04-28T11:57

484想騙我上岸

By Xanthe
at 2021-04-30T00:54

空軍表示感謝你

By Skylar Davis
at 2021-05-01T17:34

難道法人被散戶出貨套在高點嗎XD
新聞也太多了

By Rae
at 2021-05-03T05:34

越旺股價跳水跳越深

By Ursula
at 2021-05-04T06:35

20出頭盤3-4天30塊盤4-5天40塊衝太快要多盤幾天

By Suhail Hany
at 2021-05-06T21:29

可以不要再來了嗎

By Daniel
at 2021-05-07T08:21

騙

By Linda
at 2021-05-09T14:06

再來啊

By Donna
at 2021-05-10T13:40

還來

By Wallis
at 2021-05-11T12:53

換台積很剛好

By Lauren
at 2021-05-12T03:56

只會騙

By Skylar DavisLinda
at 2021-05-16T22:41

投信不講武德

By Ida
at 2021-05-18T08:56

韭菜們快進場接我的貨

By Caroline
at 2021-05-22T05:24

幹你娘

By Eden
at 2021-05-26T20:28

之前是騙票文現在變出貨文了笑死

By Emily
at 2021-05-30T06:48

閉嘴了好嗎

By Adele
at 2021-06-02T22:59

自爽文

By Doris
at 2021-06-04T19:52

法人說旺全年還賣超

By Selena
at 2021-06-08T10:02

問一下，八大連買的用意是？https://i.imgur.com/F7
30b7H.jpg

By Oliver
at 2021-06-11T05:39

旺三小

By James
at 2021-06-13T19:14

越將越跌閉嘴

By Bethany
at 2021-06-15T10:46

到底好了沒

By Jessica
at 2021-06-18T22:05

利多不漲

By David
at 2021-06-19T08:07

是不是法人派人發這種文

By Suhail Hany
at 2021-06-20T02:22

靠剛關掉5分鐘後打開又一篇

By Ivy
at 2021-06-22T12:47

幹旺殺小啦

By Irma
at 2021-06-25T11:56

主力要你下去就下去啦！有什麼用

By Emily
at 2021-06-27T01:15

真的這麼好，那今天三大法人在賣什麼？

By Doris
at 2021-06-29T22:02

水手們哭吧

By Doris
at 2021-07-03T06:36

好的歐印

By Xanthe
at 2021-07-06T15:41

去你的

By Emily
at 2021-07-08T08:38

好出貨暢旺

By Rosalind
at 2021-07-09T18:53

是一個名叫法人的人不是法人

By Michael
at 2021-07-11T10:44

越旺越綠

By Anonymous
at 2021-07-14T18:14

法人姓陳嗎？

By Brianna
at 2021-07-19T00:26

狂印船票！大家快來上船啊（向下啟航囉）

By Quanna
at 2021-07-23T13:57

要幾篇

By Aaliyah
at 2021-07-23T18:04

溺水了,不玩航運股了,沒比較好賺

By Bennie
at 2021-07-27T14:52

...來不及跑?

By Isabella
at 2021-07-31T07:32

46散戶:汪汪汪

By Jacky
at 2021-08-02T03:19

法人貨太多出不完一直發新聞叫韭菜進場耶

By Agnes
at 2021-08-05T22:48

蒸的丸子

By Madame
at 2021-08-10T07:19

股板全是海運業利多的新聞，快逃啊…

By Emily
at 2021-08-14T22:54

幹你娘法人啦看旺每天到貨？

By Poppy
at 2021-08-15T15:03

還想出貨喔？

By Edith
at 2021-08-18T06:55

兩週前是一有新聞就漲停
現在是一有新聞就暴跌

By Agnes
at 2021-08-22T18:44

賺完換台積果然正確選擇

By Ingrid
at 2021-08-27T06:52

昨天陽明開獎一堆韭菜喊進，現在風向完全相反笑死

By James
at 2021-08-31T03:16

那麼看好卻一直出貨

By Frederic
at 2021-09-04T00:53

難受

By Blanche
at 2021-09-06T12:23

陽明今年要倒了嗎

By Frederica
at 2021-09-07T19:07

收到了出貨整年

By Liam
at 2021-09-10T12:54

跟報氣象一樣亂喊都沒事

By Wallis
at 2021-09-12T16:16

原本大賺變小賺，果然還不是不適合碰這種的

By Kristin
at 2021-09-16T11:05

是汪吧把散戶當狗

By Puput
at 2021-09-17T11:42

法人：我賺的很旺（？

By Oliver
at 2021-09-20T09:24

法人發利多還不演直接爆賣

By Dinah
at 2021-09-21T07:32

昨天散戶對陽明樂觀，只是吹口哨壯膽吧

By Edward Lewis
at 2021-09-21T23:18

再騙啊

By Gary
at 2021-09-26T16:46

法人可以一直喊，一直出，真棒，老闆表示還沒出完繼
續寫文章

By Jake
at 2021-09-28T10:05

韭菜出一整年嗎

By William
at 2021-09-29T08:07

海運套全年
https://i.imgur.com/qL3Nlau.jpg

By Rachel
at 2021-09-29T14:36

這種新聞越看越可怕耶

By Susan
at 2021-09-30T20:53

你到是不要賣啊淦

By Ida
at 2021-10-05T08:11

實在看不懂航運在幹嘛

By Michael
at 2021-10-07T22:23

年後拿紅包來買

By Emma
at 2021-10-11T05:27

https://i.imgur.com/MM4lbJF.jpg

By Ingrid
at 2021-10-12T23:29

要你抱全年的意思

By Caitlin
at 2021-10-14T04:18

我已經做好航運抱整年的覺悟了

By Quintina
at 2021-10-17T19:43

是你嗎就是你在賣嗎

By Connor
at 2021-10-17T21:29

旺你妹！！

By Thomas
at 2021-10-22T02:12

長榮今年應該會發股利

By David
at 2021-10-23T22:37

陽明出獄航運股才會再拉啦

By Agatha
at 2021-10-27T01:07

the 出貨

By Sarah
at 2021-10-28T22:22

旺個屌

By Jack
at 2021-10-30T18:41

繼續攤平

By Agnes
at 2021-10-31T08:42

今年賣21w張4%持股https://i.imgur.com/zjReZ36.jpg

By Tristan Cohan
at 2021-11-02T11:53

好矛盾的氣氛，誰在賣？

By Carolina Franco
at 2021-11-05T20:02

旺你媽不講武德

By Liam
at 2021-11-06T23:51

旺你媽幹!!!

By Christine
at 2021-11-11T16:58

外資大概還有15萬張可以賣成本大多在20以下

By Edwina
at 2021-11-16T12:11

砍到18號大概散戶就潰散了陽明出獄一起啦

By Charlie
at 2021-11-19T18:46

因為航運股搶原本散戶要買GG的$$ 導致GG股價拉不上

By Frederic
at 2021-11-22T00:09

外資就想到賣航運股讓資金回到電子股拉高出貨

By Franklin
at 2021-11-24T14:03

樓下準備好接刀沒

By Dinah
at 2021-11-27T15:46

lol

By Kumar
at 2021-11-30T09:19

嘻嘻每天對韭菜信心喊話怕抬價沒人接貨喔

By Lily
at 2021-12-03T07:26

法人繼續出貨啦

By Heather
at 2021-12-06T23:53

噓文救長榮

By Kristin
at 2021-12-08T23:34

航運準備跌到咪咪冒冒

By Doris
at 2021-12-09T08:12

992603

By Connor
at 2021-12-11T20:20

望你母

By Megan
at 2021-12-16T15:38

便宜船票來囉

By Rosalind
at 2021-12-21T10:05

笑了

By Jack
at 2021-12-26T03:30

翻譯：韭菜快來買，我還沒賣完

By Edwina
at 2021-12-29T07:08

航運大家都跑光了就剩你還在而已

By Audriana
at 2022-01-01T20:35

QAQ

By Irma
at 2022-01-04T16:06

出貨文反著看就對了

By Oscar
at 2022-01-08T21:13

旺您媽

By Wallis
at 2022-01-12T23:23

利空不斷.....

By Vanessa
at 2022-01-15T14:12

明天真的會旺

By Regina
at 2022-01-18T12:11

跌停賣出快逃啊

By Catherine
at 2022-01-19T08:47

真的是噁心法人連一個禮拜賣超還說旺整年不要臉

By Ursula
at 2022-01-24T07:48

塊陶阿

By Heather
at 2022-01-25T02:33

2樓好兇XD

By Damian
at 2022-01-25T15:56

已經夠慘了還在發出貨文

By Heather
at 2022-01-25T19:59

是喔

By Bennie
at 2022-01-26T04:55

旺你老師，我再買海運就天打雷劈

By Agnes
at 2022-01-28T22:37

是的船長

By Madame
at 2022-01-29T03:20

還來啊真的是旺妳媽= =

By Jacky
at 2022-01-29T21:20

出貨旺

By Isabella
at 2022-01-31T14:05

我OK 你先套

By Olga
at 2022-02-04T16:31

看來推文一堆買在40以上的冤魂=.=

By Carol
at 2022-02-09T00:36

每天旺每天殺是不是利空消息才會漲?

By Rosalind
at 2022-02-12T06:28

旺你媽幹

By Damian
at 2022-02-13T13:41

明天繼續跌～

By Erin
at 2022-02-15T06:56

整個一面氣憤跟昨天完全不一樣欸

By Hedy
at 2022-02-16T23:14

蓋牌無視新聞

By Ursula
at 2022-02-19T01:12

幹

By Queena
at 2022-02-22T06:33

旺你全家，鼠光光~

By Robert
at 2022-02-26T15:22

法人會喊表示他買好了..等大家拉抬~

法人︰海運業旺全年 - 股票

All Comments

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