交通运输行业周报:中通快递发布三季度财报 南航计划出售波音787-8型飞机

国信证券股份有...
25 Nov 2024

航运:油运本周运价出现较为明显的回升,或来自于冬季采暖需求带来的旺季效应,在当前运价仍处低位、供需平衡偏紧的情况下充分体现出行业的运价弹性,考虑到运力仍需待到2026 年才开始大范围交付,供给偏紧的格局或将持续,继续推荐中远海能、招商轮船、招商南油。集运方面,本周停航控班提价的负反馈开始加剧,所有航线运价全部回落,虽然中国出口退税取消的政策或将对11 月剩余时间的货量形成支撑,但是由于供给侧压力仍...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10