报告发布:2025年11月02日报告导读航空:重视超级周期长逻辑,近期换季影响弱于往年,需求增长将驱动票价盈利开启上行。油运:美国再次加码对俄制裁,油运运价再创新高,有望迎来超级牛市。热点:中美暂停关税加征与301措施,将改善中美贸易与造船航运业影响。。投资要点一、航空:公商需求保持增长,换季影响弱于往年近期国内重要会议期间,客座率与国内票价保持同比上升,公商出行延续9月活跃趋势,估算10月国内...
Source Link报告发布:2025年11月02日报告导读航空:重视超级周期长逻辑,近期换季影响弱于往年,需求增长将驱动票价盈利开启上行。油运:美国再次加码对俄制裁,油运运价再创新高,有望迎来超级牛市。热点:中美暂停关税加征与301措施,将改善中美贸易与造船航运业影响。。投资要点一、航空:公商需求保持增长,换季影响弱于往年近期国内重要会议期间,客座率与国内票价保持同比上升,公商出行延续9月活跃趋势,估算10月国内...
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