交通运输行业周报:油轮景气度维持高位 民航春运首周量价双升

招商证券
Feb 08

本周关注:航运方面,油轮景气度维持高位;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:美国加大对伊朗施压,欧盟升级对俄制裁,油轮景气度处高位。集运方面,因临近放假,整体发货量走弱,预计2 月运价承压下行。油轮方面,美伊谈判一波三折,地缘风险仍存,需关注下周谈判进展;欧盟宣布对俄油实施全面的海上服务禁令,预计影子...

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