申万宏源交运一周天地汇:油轮淡季继续超预期 印尼局势趋稳推荐极兔速递 推荐长久物流

申万宏源研究
Sep 06

本期投资提示:VLCC TCE 突破6 万,美股油运散货新高。此前干散油轮淡季不淡验证产能利用率不低,反内卷重工业利润改善预期决定旺季运价高度。油轮散货板块进入右侧。船舶板块301 调查影响基本结束,中国造船有较大补涨空间,继续推荐中国船舶,关注中船防务、苏美达、松发股份。8 月中国造船订单占比恢复68%正常水平,海外上市造船股,扬子江接近前高,意大利Fincantieri 今年上涨接近3 倍,...

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