航运方面,原油运价低位下行,美线集运运价下行。航空方面,鄂州机场三年货运枢纽高速成长,深圳低空基建三年方案落地。物流与交通新业态方面,申通3.62 亿元收购丹鸟物流,百度无人车出海提速。核心观点:①原油运价有所下跌,美线集运运价下行。原油运价低位下行。7 月31日,上海航运交易所发布的中国进口原油综合指数(CTFI)报880.79点,较7 月24 日下跌6.8%。本周VLCC 市场中东航线延续下行...
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