本期投资提示：美线运价上涨带动其他区域，重点关注德翔海运、海丰国际、中远海控。NCFI 印巴航线运价表现最为强劲，涨幅在65%-75%左右；新马港口运价上涨4%左右；泰越线上，越南港口运价环比上涨8.7%，泰国港口运价环比上涨3%-4%。5 月23 日内贸集运运价PDCI 录得1171 点，环比上涨2.1%。重点推荐申万6 月金股顺丰控股，件量高增速、收入迎来拐点：顺丰2 月以来件量增速环比累增，...
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