交通运输行业周报:干散货运价淡季回升 继续重视油运

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周观点:VLCC 运价周五再度冲高;干散货运价淡季超预期回升,大船更为明显。VLCC 市场,本周VLCC 市场中东航线2 月上旬货盘基本收尾,租家出货节奏放缓,运价在周四之前高位回落;随着运价下跌,船东对进一步下跌表现出较强抵抗意愿,潜在地缘政治风险再度升温,1 月30 日,波斯湾至中国27万吨原油运价指数升至WS137.2 点,较1 月29 日上涨42.6 点。受矿石、粮食等品种发货需求较好支撑...

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