导语:2025年10月14日,交通运输部正式发布《对美船舶收取船舶特别港务费实施办法》,宣布对挂靠中国港口的美国相关船舶征收每净吨400元起逐年递增的特别港务费。此举被视为对美国301调查的反制措施,国金证券交运行业首席分析师郑树明发布研究报告认为,短期内将推升油运、干散货运输成本,或引发运价结构性上涨,同时推动全球航运网络及港口估值体系重构。“制裁覆盖范围广泛,油运干散首当其冲根据实施办法,受...
Source Link导语:2025年10月14日,交通运输部正式发布《对美船舶收取船舶特别港务费实施办法》,宣布对挂靠中国港口的美国相关船舶征收每净吨400元起逐年递增的特别港务费。此举被视为对美国301调查的反制措施,国金证券交运行业首席分析师郑树明发布研究报告认为,短期内将推升油运、干散货运输成本,或引发运价结构性上涨,同时推动全球航运网络及港口估值体系重构。“制裁覆盖范围广泛,油运干散首当其冲根据实施办法,受...
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