航运“贤”谈第1期:航向2030年

中金公司
16 Jul

行业近况我们推出航运“贤”谈周报,既提供短期市场变化的及时信息更新,也将定期聚焦影响行业未来走向的中长期趋势。本期为第一期,我们关注从船龄和船队更新替换角度分析到2030 年不同航运板块的供给变化。评论运价更新:集运美线反弹,欧线、东南亚环比微跌,7 月11 日美西、欧线、东南亚航线SCFI运价指数分别为2,194 美元/FEU、2,099 美元/TEU、451 美元/天,周环比+5.0%/-...

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