本篇文章给大家谈谈美国海运股票指数，以及美国的海运股票对应的知识点，希望对各位有所帮助，不要忘了收藏本站喔。
美国港口股有大牛股吗
那么美国海运股都有哪些呢?美国海运的股票EuroseasLtd（ESEA）、GlobusMaritimeLimited（GLBS）SeanergyMaritimeHoldingsCorp（SHIP）、TopShipsInc（TOPS）等等。
中信港口指数最近4年跌幅巨大，但行业基本面状况却持续改善。从2015年至2017年，港口股整体主营业务收入分别为1069亿、1159亿和1543亿元。Wind数据显示，2018年港口股主营业务收入的预测值为1173亿元。虽然这一数字对比2017年严重滑坡，但与2016年持平。在每股收益方面，从2015年至2017年分别为0.23元、0.20元和0.25元，Wind数据给出的2018年预测值为0.31元。这显示出，港口板块虽然营收降低，但利润实现较大增长。在分红方面，从2015年至2017年19只成分股中分红公司的数量依次为15家、16家和18家。
个人建议
中国与美国贸易摩擦对港口业形成了不利影响。对此，在青岛从事港口航运服务业务已有20多年经验的孟藩良经理并不认同，他说：“中国与美国贸易摩擦给港口行业带来的实际影响比较有限。”他认为，站在产业从业者的角度，即便是在中国与美国贸易摩擦升级的最坏情况下，港口货物吞吐量也不会大规模减少。以贸易摩擦中的焦点——大豆为例，需要从国外进口大豆来填补国内大豆市场的巨大缺口，即使关税的提高使得从美国进口的大豆锐减，但贸易商也会选择进口巴西、阿根廷等国的大豆来填补国内的缺口。“港口行业的盈利状况，最主要的影响因素仍然是经济周期自身的波动。”不管怎么说，股票市场是一个周期性市场，特别是海运股，现在海运股因为海运价格的上涨正处于火热阶段，不过目前基本上已经可以看到价格见顶，所以现在金融市场的风险性是非常大的。
波罗的海海运指数BDI的历史数据
这个网址具有详细的BDI的各类信息,是免费的不过就是英文界面
Baltic Exchange Dry Index (BDI),
4/22/08 Queues at the Panama Canal are becoming longer. About 90 ships are waiting to get through the Canal, doubling transit times to a record 53 hours from the usual 27 to 30 hours.
4/2/08 Weak dollar boosts Long Beach (CA) exports 36%, but cuts imports 7.6% in February.
2/4/08 China is building an enormous logistics facility covering nearly 70 hectares for the newly-launched Sino-Germany Container Railway. It is predicted that the volume of Germany-bound boxes on this railway will reach 20,000 to 26,000 TEU by 2010 while Beijing-bound boxes will be about 10,000 TEU.
1/11/08 Baltic dry sea freight index makes record fall Dry commodities trading analysts have so far attributed the steep pullback from the all-time high hit last November to a correction at the top of a white-hot market and an expected seasonal downturn in shipments in the first quarter.
12/19/07 Shangyu port is planning new terminals with total annual capacity of 10 million tons. Capacity of the new port will be 40 times larger than the present Shangyu facility, which can accommodate 3,000-tonne vessels and handle 245,000 tons of cargo a year, Xinhua reported.
12/11/07 Rongcheng’s cargo volume for foreign trade grew 78% YoY
12/6/07 YoY Oct. traffic at major US container ports fell 3.5%.
12/5/07 Shipping chief warns of ‘insane’ charter rates
One of the biggest operators in the booming dry bulk shipping market has warned that conditions where charter rates for ships have nearly tripled in a year, were “insane” and “unsustainable”.
9/4/07 Panama begins canal expansion: The $5.25-billion expansion will accommodate a new class of huge ships capable of carrying more than twice the number of containers as the vessels that currently transit the waterway. Completion is set for 2014 to coincide with the 100th anniversary of the inauguration of the original canal.
6/26/07 Shares of COSCO, Asia's largest container line, as much as doubled Tuesday on their Shanghai trading debut.
5/25/07 YoY goods shipped by truck in the U.S. fell by 2.7 percent in April.
Container volumes on the Asia — Europe trade rose 20% in the first four months of the year.
5/22/07 The handling capacity of China's ports is expected to hit 8 billion tons and 170 million TEUs (twenty-foot container equivalent units) in 2010. The cargo handling capacity of all China's ports totaled 5.6 billion tons and 93 million TEUs in 2006.
4/30/07 China Shipbuilders, Rivaling U.S. in WWII, to Cut Freight Costs April 30 (Bloomberg) -- The cost of shipping coal and iron- ore is about to decline as the supply of cargo vessels overwhelms demand. Japan, China and South Korea will produce so many vessels that shipping costs, now at an all-time high, will fall 40 percent by 2010, according to futures contracts traded privately between banks, transportation companies and hedge funds.
1/16/07 YoY November air cargo shipments rose 2.9% , the Air Transport Association said.
12/28/06 American Trucking Associations’ seasonally adjusted truck tonnage index dropped 3.6% in November, following its 1.9% drop in October.
12/12/06 The number of trucks in use in the U.S. is down 0.6% in the third quarter, a sign expanding hauling capacity by carriers may have peaked.
8/22/06 Hong Kong's port transshipment cargo recorded an average annual growth rate of 12% from 2000 to 2005, the Census Statistics Department says.
8/15/06 China's ports post 22 % growth According to a Xinhua report, during first half of 2006, China's major sea and river ports together handled over 42 million TEUs posting a growth of more than 22 percent.
6/23/06 Panama's Congress will debate next week whether to push ahead with an ambitious and costly plan to expand its canal.
4/3/06 The tiny biodiesel industry received a boost from Big Oil on Monday when a major petroleum refiner, Motiva Enterprises LLC, began blending the soy-based alternative with traditional motor fuel at a Dallas terminal
2/17/06 Class 8 truck orders in North America are off to a roaring start in 2006, with January’s total reaching an all-time monthly high of 43,100 units.
2/15/06 Overall air cargo shipments rose 1.3% in December from a year earlier, but domestic shipments dipped, the Air Transport Association reported.
1/19/06 Shipping Rates for Coal, Ore Fall to Five-Month Low on Supply
The cost of shipping commodities such as iron ore and coal fell to its lowest in more than five months because of a buildup of vessels available for hire in the Pacific and Atlantic Oceans.
12/27/05 Overall for-hire trucking freight volumes surged 1.9% in November from a month earlier, American Trucking Associations said Tuesday.
12/20/05 The average retail prices of diesel and gasoline each rose for a second straight week by 2.6 cents, with diesel climbing to $2.462 and gasoline to $2.211 a gallon, the Department of Energy reported.
U.S. Sales of Class 8 trucks jumped 16.6% in November as truck buyers took delivery in a market where freight rates remained strong and truck production showed no signs of letting up, manufacturers said.
11/30/05 Overall for-hire trucking freight volumes rose 0.3% in October from a month earlier, the American Trucking Associations said.
11/27/05 Shipping lines raise charges by 12pc: Effective Dec 1, 2005
Justifying the move, the ‘notice to trade” points out that all member lines are facing considerable increases in charter rates that continue rising dramatically. It also attributes the hike to a worldwide shortage of container equipment.
11/20/05 Global shipping: Challenges ahead As on January 1, 2005, the world trading fleet was made up of 46,222 ships, with a combined 597,709,000 gross tonnes. The vast bulk of the fleet was made up of: general cargo ships (18,150), tankers (11,356), bulk carriers (6,139), passenger ships (5,679) and container ships (3,165). Other ship types accounted for 1,733 vessels.
11/18/05 The United States and the European Union reached a tentative deal on Friday expand aviation service and boost competition on both sides of the Atlantic
11/15/05 The average U.S. retail price of diesel fuel fell for a third straight week, dropping 9.6 cents to $2.602 a gallon, the Department of Energy.
The Panama Canal Authority’s largest customers are forecasting a 12% increase in traffic between Asia and the US east coast in 2006 as trade between the US and China shows no sign of slowing.
10/28/05 Surface trade amid the United States, Canada and Mexico rose 12.3% in August from a year earlier to a total of $60.2 billion, the highest monthly level ever recorded, the Department of Transportation reported Thursday.
10/27/05 U.S. monthly retail sales of Class 8 trucks rose by 16.3% over last September’s level to 21,677 units, YoY the 23rd straight monthly increase.
10/13/05 A Crisis could be threatening for world shipbuilders investment banker Morgan Stanley warned that overcapacity in the industry could be as much as 30% by 2008.
10/06/05 Domestic air cargo shipments rebounded from a 5% drop in July to climb 0.6% in August in year-over-year comparisons, the Air Transport Association reported Thursday.
09/13/05 The cost of shipping commodities such as iron ore, coal and crude oil is poised to rise through the rest of this year as Chinese steel mills and refineries increase imports, according to shipbroker Lorentzen Stemoco said, Bloomberg reports .
09/12/05 The container throughput of the Shanghai Port increased by 27 percent year-on-year
08/30/05 Surface trade among the U.S., Canada and Mexico rose 7.2% in June to $59.4 billion from a year earlier, the Department of Transportation reported.
08/29/05 With the peak shipping season in full force, intermodal container traffic for the week ended Aug. 20 was the highest week ever on record, the Association of American Railroads said.
08/22/05 Boom and bust at sea
08/16/05 Port of Long Beach: Junes Asian imports at the second-largest port in the U.S. pushed overall volume to 576,604 TEUs from 494,098 TEUs a year earlier, according to the port's preliminary data.
08/01/05 Ocean freight continued weak, taking gulf to Japan back to $34 a ton, which is the lowest rate in almost 30 months.
07/26/05 The average retail price of diesel fuel fell for a second straight week, dropping 5 cents to $2.342 a gallon, the Department of Energy said Monday.
07/26/05 U.S. sales of Class 8 trucks jumped 38.2% in June from year-ago levels, and reached their highest monthly total since December 1999, as fleets’ buying spree continued.
06/22/05 The long-haul, heavy-duty truck transportation industry in the United States is experiencing a national shortage of 20,000 truck drivers, the American Trucking Associations reported
06/22/05 COSCO, China's biggest shipping conglomerate has found hesitant interest by retail investors in its $1.65 billion IPO on worries that the global shipping boom has peaked.
06/20/05 he Singapore Exchange has confirmed plans to develop a clearing house for freight and energy derivatives as the country looks to capture more of the growing Asian market.
06/20/05 US rail carloads totaling 332,491 units decreased 2.2 percent the week of June compared to the same week in 2004.
06/20/05 Despite ongoing demand running ahead of capacity faltering Charter rates and new ship prices could be a sign that the three-year rally in box shipping is leveling off.
06/12/05 Ocean-freight rates fall as global demand slows for some commodities Surging demand and a shortage of ships pushed freight rates to record highs in December. But since then, the Baltic Dry Index,..., has fallen by more than half,....
06/08/05 Cruise Lines International Association (CLIA) carried 2.63 million worldwide guests in the first quarter of 2005, an 8.9 percent increase over the same period in 2004. North American passengers grew by 12.9 percent during the quarter to 2.34 million guests, up from 2.10 million first-quarter guests one year ago.
06/08/05 Shares of a handful of major truckload firms fell Wednesday after analysts from the firm Bear Stearns Co. lowered ratings on several trucking stocks, citing a slowing business environment, falling demand and higher costs, the Associated Press reported.
06/07/05 Total air cargo shipments rose 0.3% in April compared with a year earlier, following a 3.1% year-over-year drop in March, the Air Transport Association reported.
06/01/05 Growth in the world’s tanker fleets is outstripping demand, forcing charter rates down to new lows and putting pressure on shipping company share prices – Lloyd’s List reports.
05/26/05 YoY New York Customs District saw overall air-cargo tonnage increase 1.67 percent in March.
05/12/05 Bullish outlook for FedEx ..FedEx reiterated that it expects profit to range between $1.40 per share to $1.50 per share for the fiscal fourth quarter ending May 31.
05/09/05 Amid rising gas prices, makers warm to diesel cars Diesels use 20 percent to 40 percent less fuel than comparable gasoline engines. And diesel fuel coming to market starting this year will have lower sulfur content, reducing emissions dramatically.
05/09/05 Total air cargo shipments rose 3.1% in March compared with a year earlier, following a 1.3% year-over-year drop in February, the Air Transport Association reported.
05/05/05 The tanker market is likely to be the first shipping sector to suffer an oversupply of tonnage, leading to earnings declines for the next three years, Citigroup Smith Barney tanker analyst John Kartsonas has warned.
05/05/05 International trade through the Los Angeles region will grow by more than 14% this year to a record $302.1 billion, according to an economic study released Wednesday, the Associated Press reported.
05/04/05 Transport costs between Richards Bay, which has the world's largest coal export terminal, and Rotterdam dropped 7.2 percent last week to $18.62 (R114) a ton.
04/27/05 Overall trucking freight volumes fell 3.3% on a seasonally adjusted basis to 111.6 in March, according to an American Trucking Associations index released Wednesday.
04/26/05 Rates for very large crude carriers have peaked and are unlikely to match the euphoric highs seen last year, says Helmut Sohmen, owner of World-Wide Shipping.
04/26/05 China has announced further container terminal expansion by giving the go-ahead for a 2.5m teu facility at Shenzhen, the world’s fourth largest box port city.
04/22/05 During week of April 16th Tonnage Volume for US railroads reached 33.3 billion ton-miles, up 4.7 percent from the same week in 2004.
04/22/05 Earnings for Suezmax tankers in November reached a record of more than US$150,000 a day as global oil consumption grew faster than ship supply.
04/13/05 Overall trucking freight volumes fell 2.4% on a seasonally adjusted basis to 115.5 in February, according to an updated American Trucking Associations index released Tuesday.
04/08/05 Shipping industry faces shortages The problem now is that shipowners will have to wait until 2008 to get any delivered with the South Korean shipyards already full with orders
03/04/05 U.S. wholesale prices for heavy motor trucks jumped 1.6% in January, marking their largest monthly increase in more than five years, as equipment makers continued to pass along higher costs for raw materials, including steel, aluminum, wood and rubber
03/03/05 The Panama Canal is nearing full capacity and should seriously consider expansion to continue to be a major player in world trade, experts and users said.
03/02/05 India hikes rail freight to curb iron-ore exports China sourced more than 5 million tonnes of ore from India in January, a 46 percent increase on last year. India is China's second largest exporter of ore after Australia, according to official custom's figures.
ATA Truck Tonnage Index Surged to Record High in January.“January proved to be a strong month for truck tonnage” said ATA Chief Economist Bob Costello. “Growing manufacturing production continues to be the driver of truck freight. And, we have seen big gains in heavy commodity movements, like steel, which is another reason why tonnage is growing at a solid pace.” he said.
02/24/05 From the JoC comes news that there is no let-up for West Coast ports. January began the year the way 2004 ended: with double-digit growth in containerized imports from Asia.
02/17/05 THE government of Panama has approved a new charging structure for containerships and has given the go ahead for big increases in charge, to be phased in on over three years, despite strong opposition from owners.
02/16/05 HUTCHISON Whampoa Ltd, Cosco Pacific Ltd and other operators of Hong Kong's port handled 7.8 per cent more containers in January as shipments of Chinese-made goods to US, Europe and Japan increased.
02/16/05 THE price paid for ships to be scrapped for steel rose 5 per cent to a record last week in Bangladesh, the world's largest ship-breaking market, as buyers competed for oil tankers to wreck.
02/08/05 The national average price of diesel fuel fell 0.9 cent to $1.983 a gallon, the US Department of Energy said Monday.
01/26/05 Liang Hong, an economist with Goldman Sachs in Hong Kong, said that the government had expanded the capacity of many ports by 30 percent to 60 percent within months, a task that would take years in practically any other country. China also increased electrical output 14 percent last year alone.
01/25/05 Shipping lines are expecting the trade between Asia and the US to register double-digit growth after a bumper 2004.
中远海控股价为什么在这上下浮动
原因一：运价断崖式下跌，业绩上涨的预期不复存在。今年以来，全球集运价格暴跌，集运从景气周期划入了下行周期。
大家看下图，这是波罗的海运价指数（简称FBX）：全球集装箱运价指数（Freightos Baltic Index (FBX): Global Container Freight Index）的走势：
从走势图可知，高位以来，集运价格已经从11000美元跌到了5000美元，直接腰斩，而中远海控是集运龙头，业绩和运价高度相关。随着集运价格断崖式下跌，海控的业绩上涨预期将当然无存。业绩下滑的预期已经形成，股价自然就失去了上涨的基础。所以，中远海控半年报公布后，股价下跌就是预料中的事情。
运价下跌这个事，不光波罗的海指数，国内的集运指数也腰斩了：
波罗的海干散货指数也腰斩了：
海运指数中，只有波罗的海油运指数（BDTI）是上涨的，上涨的原因大家都知道，地缘冲突叠加多国制裁导致运输链变长，价格上涨。
这就是为什么今年以来整个海运领域的股票只有油运板块大涨的原因，这就是为什么我今年年初发布在星球里的中远海能能够大涨300%、成为下一个中远海控的原因，底层逻辑就是油运价格上涨，业绩上涨的预期增强，股价顺势上涨。
运价暴跌，中远海控业绩上涨的预期不复存在，这是海控股价跌跌不休的根本原因。
原因二：航线恢复，海控的优势不再。海控的这一轮上涨主要是受益于新冠疫情对全球供应链的冲击，疫情导致大量航线停运，供不应求，运价上涨，而国内疫情控制的比较好，海控抓住了这个优势，赶上了高运价这个节点，业绩爆发，股价腾飞。属于事件驱动驱动带来的景气周期。
现在，全球疫情基本控制住或者为了恢复经济，疫情管控不那么严了，海运航线大量恢复甚至扩张，集运的供求关系已经发生根本性改变。价格是由供求关系决定的，运价的下跌反应的就是供求的改变。这样的话，海控因为疫情封控取得的优势将不复存在。股价上涨的逻辑自然也就不成立了。
原因三：业绩增长疲态尽显，机构疯狂跑路。海控上半年营业收入2107.85亿元，同比增长51.36%；归属股东的净利润647.22亿元，同比增加74.46%。绝对数看起来很亮眼，创了历史新高，可是看相对数，不论营收还是净利润的增长都只有两位数。对一个周期股而言，两位数的增长根本不能说是增长，增长疲态已经很明显。
业绩增长放缓这个事其实从去年3季度就开始了，我也是那个是时
美国海运股票指数的介绍就聊到这里吧，感谢你花时间阅读本站内容，更多关于美国的海运股票、美国海运股票指数的信息别忘了在本站进行查找喔。
