【招商交运|周报】油运景气度回升,26年民航力争完成客运量8.1亿人次(2026-01-11)

招商交运研究
Jan 11

作者:王春环、孙修远、肖欣晨、刘若琮、张瑜玲本周关注:航运方面,本周油运景气度回升;基础设施方面,优选个股布局红利资产;航空方面,关注26年行业基本面上行趋势;快递方面,关注26年行业竞争格局和估值修复潜力。 航运:受节后需求改善+地缘冲突升级,油运景气度回升。集运方面,欧美干线运价小幅增长,长协谈判结束之前船东挺价能力较强。油轮方面,圣诞及元旦节后中东货盘有所释放,同时欧美持续加大制裁叠加...

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