【招商交运|周报】油运旺季景气维持,民航需求增长持续超预期(2025-11-16)

招商交运研究
Nov 16

作者:王春环、孙修远、肖欣晨、刘若琮、张瑜玲本周关注:航运方面,关注集运涨价进展;基础设施方面,关注高速板块上行潜力;航空方面,关注25-26年行业基本面上行趋势及市值弹性;快递方面,关注25年价格竞争情况和行业估值修复潜力。 航运:集运欧线、东南亚线小幅上涨,油运景气度仍较高。集运方面,美线运价有所回落,欧线在长协谈判结束之前船东仍计划推涨,本周有小幅上涨,东南亚目前舱位相对紧张,仍继续上涨。...

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