航运方面,中东局势升温油运运价和保费上涨,海岬型船市场情绪趋冷日租金大幅回落。航空方面,国泰航空1-5 月载客量较2024 年同期增加28.4%,北京口岸今年出入境客流量越过900 万人次。快递物流方面,顺丰控股5 月份营收同比增长11.34%,前5 月国内快递业务量同比增长20.1%。核心观点:①中东紧张局势升温,引发油运市场连锁反应。根据Jefferies 数据,全球60%至65%的VLCC ...
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