金吾财讯 | 华泰证券表示，需求向好叠加地缘扰动，航运港口行业高景气。油运：3Q地缘溢价持续叠加中东原油出口量回升，运价走高，盈利同比高增，环比微增（主因运输收入确认滞后性）。集运：出口需求强劲叠加台风导致港口拥堵，船舶周转效率下降，运价上涨带动3Q盈利同环比大幅增长。干散：中国进口铁矿石/铝土矿需求回升叠加地缘和厄尔尼诺天气影响，运价上行，3Q盈利同比高增，环比微跌。港口：货物吞吐量同比下滑主因8月台风天气影响出口集装箱量及地缘导致进口原油量下滑。展望4Q，该机构预计航运港口盈利同比将保持增长；相比3Q，受季节性影响，该机构预计油运/港口盈利环比增长，干散盈利环比持平，集运盈利环比下滑。
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