交通运输产业行业周报:10月快递业务量预计增长7% 胡塞武装或停止袭击商船

国金证券
Nov 16, 2025

板块市场回顾本周(11/8-11/14)交运指数上涨1.6%,沪深300 指数下跌1.1%,跑赢大盘2.7%,排名13/29。交运子板块中航空板块涨幅最大(+5.1%),公路板块跌幅最大(-1.1%)。行业观点快递:10 月快递业务量预计增长7%,部分快递公司受益反内卷涨价影响。上周(11 月3 日-11 月9 日)邮政快递累计揽收量约42.2 亿件,环比-1.42%,同比+6.6%;累计投递量约...

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