航运“贤”谈(10):油运、干散、近洋与内贸集运旺季渐近 关注布局机会

中金公司
Sep 14, 2025

行业近况本周运价更新:油运VLCC周环比+35.6%, MR周环比-4.9%;集运美西、欧线、东南亚航线SCFI运价周环比+8.3%/-12.2%/+0.2%,近期美线或受远洋航线国庆前停航影响运价反弹,内贸PDCI周环比-1.76%;干散BDI指数周环比+7.4%。评论本周聚焦:看好油运、干散及近洋集运旺季布局机会。油运:看好旺季运价弹性。北半球冬季取暖需求高,夏季高温国内炼厂多处检修期,因此...

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