报告发布:2025年11月23日报告导读航空:超级周期或将开启。预计10月行业性盈利,11月换季后保持量价双升。看好2026年需求增长驱动票价盈利上行。油运:运价再创新高,我们预计Q4油轮盈利将创十年新高,有望迎来超级牛市。热点:预计日本线波动对淡季盈利影响或有限。。投资要点一、航空:预计10月行业性盈利,11月换季后保持量价双升10月国庆中秋假期出游旺盛,节后公商恢复快速且需求保持增长。我们估算...
Source Link报告发布:2025年11月23日报告导读航空:超级周期或将开启。预计10月行业性盈利,11月换季后保持量价双升。看好2026年需求增长驱动票价盈利上行。油运:运价再创新高,我们预计Q4油轮盈利将创十年新高,有望迎来超级牛市。热点:预计日本线波动对淡季盈利影响或有限。。投资要点一、航空:预计10月行业性盈利,11月换季后保持量价双升10月国庆中秋假期出游旺盛,节后公商恢复快速且需求保持增长。我们估算...
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