交通运输行业周报聚焦:美伊冲突推升航运资产风险溢价 快递反内卷延续

华创证券
Mar 01

一、聚焦:美伊冲突推升航运资产风险溢价,快递反内卷延续(一)油运:美伊冲突局势骤然升级,助推航运资产风险溢价1、美伊冲突局势升级,霍尔木兹海峡或成为全球能源和航运市场关注的焦点。克拉克森研究统计,全球约11%的海运贸易量需经由霍尔木兹海峡,其中包括34%的石油出口、30%的LPG 出口、20%的LNG 贸易、18%的化学品贸易和7%的汽车贸易,集装箱和干散货贸易占比分别为3%和2%。若其运输关闭或...

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