深度*行业*交通运输行业周报:原油运价大幅回落 顺丰国际与安睿物流签署战略合作协议

中银证券
Dec 29, 2025

航运方面,原油运价大幅回落,远洋航线运价上涨。航空方面,发改委印发《低空经济及其核心产业统计分类(试行)》,亿航浙江中心与浙江之翼eVTOL 中心启用。物流与交通新业态方面,中国高铁营业里程突破5 万公里,顺丰国际与安睿物流签署战略合作协议。核心观点①原油运价大幅回落,远洋航线运价上涨。原油运价大幅回落。12 月25 日,上海航运交易所发布的中国进口原油综合指数(CTFI)报1354.35 点,较...

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