作者：王春环、孙修远、肖欣晨、刘若琮、张瑜玲本篇报告回顾了25H1交运板块行情走势，并对各公司中报进行分析。展望后续，建议关注顺周期航空、快递、油轮、散货边际改善趋势，以及红利标的调整后带来的配置机会。25年年初至今交运行业走势：物流板块相对强势，基础设施板块走弱。交运行业整体涨跌幅（+2.6%），跑输沪深300（沪深300涨跌幅为+23.6%）。在震荡市中（年初至6月底），部分子板块如物流行业（...
Source Link作者：王春环、孙修远、肖欣晨、刘若琮、张瑜玲本篇报告回顾了25H1交运板块行情走势，并对各公司中报进行分析。展望后续，建议关注顺周期航空、快递、油轮、散货边际改善趋势，以及红利标的调整后带来的配置机会。25年年初至今交运行业走势：物流板块相对强势，基础设施板块走弱。交运行业整体涨跌幅（+2.6%），跑输沪深300（沪深300涨跌幅为+23.6%）。在震荡市中（年初至6月底），部分子板块如物流行业（...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.