航运方面,全球最大的专业纸浆运输船交付,特朗普继续暂缓对加、墨商品加征关税;航空方面,两会提及低空立体交通和低空安全管理体系改革,东航2025 年春运承运1744 万人次,同比增长8.9% ;快递物流方面,极兔速递2024 年首次扭亏为盈,2 月份电商物流指数为108.9 点。核心观点:①全球最大纸浆运输船交付,特朗普继续暂缓对加、墨商品加征关税。3 月5 日,中远海运特运第一艘85000 吨系列...
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