航运:7 月原油进入淡季,因此导致原油运价走软,我们认为油运年内的景气度有望于暑期内见底,考虑到当前的供给格局,我们认为运价和股价有望抢跑,且在当前供给相对偏紧的情况下,需求侧的边际变化有望对运价形成乘数效应推动,继续推荐中远海能、招商轮船,关注招商南油。集运方面,由于货量边际走弱,美线本周运价疲软,但是欧线运价相对平稳,短期集运的需求或主要取决于中美关税政策,但中长期来看,考虑到当前欧美的经济...
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