期货日报网讯5月23日下午,在上海期货交易所主办的主题为“推动航运业风险管理高质量发展”的上衍航运服务论坛上,国泰海通证券交运首席分析师岳鑫表示,未来地缘局势仍将持续影响航运业,建议重点关注中期逻辑与需求变化。据岳鑫介绍,过去三年,地缘局势对航运业影响显著。其中,俄乌冲突致俄罗斯与欧洲能源脱钩、贸易重构,驱动油运景气上升,未来和谈及制裁解除对行业影响有待观察。而红海冲突使亚欧干线绕行,有效运力消耗...
Source Link期货日报网讯5月23日下午,在上海期货交易所主办的主题为“推动航运业风险管理高质量发展”的上衍航运服务论坛上,国泰海通证券交运首席分析师岳鑫表示,未来地缘局势仍将持续影响航运业,建议重点关注中期逻辑与需求变化。据岳鑫介绍,过去三年,地缘局势对航运业影响显著。其中,俄乌冲突致俄罗斯与欧洲能源脱钩、贸易重构,驱动油运景气上升,未来和谈及制裁解除对行业影响有待观察。而红海冲突使亚欧干线绕行,有效运力消耗...
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