由于运输费率上涨,航运类股票过去12个月里价格大幅攀升。主要原因是因为中国已成为全球工厂,去年中国大陆主要港口的贸易量猛增35％,集装箱运输费率翻了一倍。去年中国的石油进口激增30％,也推动了油轮费率急升,达到2002年平均水平的4倍,其中的价格上涨主要集中在最近的五个月。海王星欧洲机会基金经理人巴里·诺里斯说,由于航运板块通常被看成是一潭死水,投资者可能错过了该板块股票价格的强劲上扬。但随着该板块的旺盛景象变得稳固,投资者已开始 Prices of shipping stocks have risen sharply in the past 12 months due to rising shipping rates. The main reason is that as China has become a global factory, the trade volume of major ports in mainland China soared 35% last year, and the container shipping rate doubled. Last year, a 30% surge in oil imports from China also boosted the tankers’ rate soaring to 4 times the 2002 average. The price hikes mainly concentrated in the recent five months. Barry Norris, Neptune’s European chance fund manager, said investors may have missed a strong rise in stock prices on the sector, as the shipping sector is often seen as a backwaters. But as the booming sector has become solid, investors have started