【招商交运|周报】关注头部高速超跌配置机会,民航票价同比大幅增长(2025-09-28)

招商交运研究
Sep 28

作者:王春环、孙修远、肖欣晨、刘若琮、张瑜玲本周关注:航运方面,关注干散货景气修复;基础设施方面,红利标的超跌至股息率5%建议配置;航空方面,关注25-26年行业基本面上行趋势及市值弹性;快递方面,关注25年价格竞争情况和行业估值修复潜力。航运:集运船东拟10月中下旬挺价,油运运价高位震荡,干散景气度持续修复。集运方面,因临近国庆货量减弱,欧美干线下跌明显,但船东预计10月中下旬挺价,关注后续落地...

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