交通运输产业行业研究:2026年度策略:关注供需格局,布局航空、干散货海运、油运

国金证券
Jan 04

(以下内容从国金证券《交通运输产业行业研究:2026年度策略:关注供需格局,布局航空、干散货海运、油运》研报附件原文摘录)投资建议行业策略:政策预期向好,布局航空、干散货海运和油运。基本面来看,交运板块景气度与宏观环境息息相关。进出口景气修复有望提振港口吞吐量及跨境物流需求,消费与基建投资回暖支撑快递及物流需求复苏,出行需求修复亦将带动航司机场盈利能力改善。在政策预期回暖与内需修复背景下,建议重点...

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