洲际船务:受益港口费反制 中资船管公司竞争力提升

申万宏源研究
Oct 17

投资要点:事件:2025 年10 月14 日,交通部发布《对美船舶收取船舶特别港务费实施办法》,计划对多种类型的涉美船舶收取特别港务费。公司作为上市独立第三方船舶管理公司,具有成熟的本地化全流程运营体系,在适配国内规范、响应政策调整上效率优于海外同行,有望凭此优势获取更多船管市场份额。航运服务业务:上半年市场运价下行,业绩彰显韧性。上半年全球贸易政策的不确定性拖累航运市场,波罗的海干散货指数(...

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