展望2026年:交通运输行业整体与宏观环境关联性较大,2025年整体表现低迷,跑输沪深300指数。细分板块中,铁路公路等红利板块因风格切换走弱,物流、航空机场、航运港口等行业下半年受到反内卷及外需等因素提振,但仍跑输大盘指数。展望2026年,反内卷及大基建的带动作用下内需有望迎来改善,推荐关注(1)反内卷带来的国内快递竞争格局改善与受益于上游价格回升的大宗供应链。(2)公商务及休闲需求增长,有望...
Source Link展望2026年:交通运输行业整体与宏观环境关联性较大,2025年整体表现低迷,跑输沪深300指数。细分板块中,铁路公路等红利板块因风格切换走弱,物流、航空机场、航运港口等行业下半年受到反内卷及外需等因素提振,但仍跑输大盘指数。展望2026年,反内卷及大基建的带动作用下内需有望迎来改善,推荐关注(1)反内卷带来的国内快递竞争格局改善与受益于上游价格回升的大宗供应链。(2)公商务及休闲需求增长,有望...
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