本期投资提示:中国对美反制,航运船舶再迎历史机会。美国本土船东较少占比全球1%左右,但美国上市公司、美资持股超过25%的船东、货主贸易商较多。符合条件VLCC 在8%以上,Cape 占比5%以上。淡水河谷、巴西石油、三大粮商长期租入船也会受到影响。短期混乱会导致运价非线性上涨:部分原计划靠泊中国港口船只或迎来贸易租约纠纷,卸货困难,油散运费受益, 中期:可用船舶减少,效率下降。中资非美国关联船获得...
Source Link本期投资提示:中国对美反制,航运船舶再迎历史机会。美国本土船东较少占比全球1%左右,但美国上市公司、美资持股超过25%的船东、货主贸易商较多。符合条件VLCC 在8%以上,Cape 占比5%以上。淡水河谷、巴西石油、三大粮商长期租入船也会受到影响。短期混乱会导致运价非线性上涨:部分原计划靠泊中国港口船只或迎来贸易租约纠纷,卸货困难,油散运费受益, 中期:可用船舶减少,效率下降。中资非美国关联船获得...
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