交通运输行业周报:亚洲-巴西航线集运运费周环比上涨100% 端午假期全国快递业包裹量同比增长15.4%

中银证券
10 Jun

航运方面,亚洲-巴西航线集运运费周环比上涨100%,全球新造船订单量降至4 年来最低水平;航空方面,2025 年端午假期民航客运量达到563 万人次,前五月全国累计新开101 条国际航空货运航线;端午假期南航物流累计保障货邮1.1 万吨,端午假期全国快递业包裹量同比增长15.4%。核心观点:①巴西可用船只和集装箱日益短缺,亚洲-巴西航线集运运费周环比上涨100%。受中美两国宣布为期90 天的关税...

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