【市场聚焦】航运:如何看待未来的运力过剩?

中粮期货研究中心
Nov 22

摘要对于集运业,2026-2028年又一轮大量新船的交付以及全球贸易需求增长的乏力将不可避免地把市场带入下行周期中。同时,巴以之间战火的平息和胡塞武装的停止攻击商船的行为大幅提高了未来船队重回苏伊士运河的概率。因此,静态船队运力规模的进一步扩张、动态运力投放的过剩和吨海里需求的萎缩的向下压力将持续笼罩在仍顽强挣扎在历史偏高位置上的运费之上,如何看待接下来供需格局的转变是把握此强周期行业走势的...

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