航运方面,2 月中国新船订单量重回全球第一,中远海特定增项目落地;航空方面,国航北京-华盛顿航线正式开启直飞模式,北京大兴国际机场口岸出入境人员数量已突破100 万人次;极兔速递宣布接入DeepSeek 大模型,1 至2 月中国快递发展指数为368.6,同比提升11.8%核心观点:①2 月中国新船订单量重回全球第一,中远海特定增项目落地。2 月,中国船厂成交新船订单52 艘621 万载重吨(229...
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