交通运输行业周报：美国港口货量暴跌，物流领域合作深化

2024-09-122024-10-082024-10-232024-11-072024-11-222024-12-092024-12-242025-01-092025-01-242025-02-182025-03-052025-03-202025-04-072025-04-22沪深300 ⚫⚫⚫⚫ -14.00%-4.00%6.00%16.00%2024-05-102024-05-272024-06-122024-06-272024-07-122024-07-292024-08-132024-08-28交通运输(SW) 2.00%1.85%0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%国防军工通信电力设备银行综合纺织服饰机械设备家用电器轻工制造环保建筑材料公用事业基础化工汽车沪深300有色金属建筑装饰计算机5.42%4.06%3.43%3.27%2.57%2.13%2.00%1.92%0.00%1.00%2.00%3.00%4.00%5.00%6.00% 交通运输钢铁食品饮料非银金融美容护理煤炭传媒社会服务医药生物农林牧渔石油石化商贸零售电子房地产1.85%1.79%1.79%1.43%1.11%0.34% 21.61%18.88%10.84%10.78%9.88%9.71%8.50%8.28%7.38%6.59%10%15%20%25%-11.58%-10.58%-4.16%-4.06%-1.85%-1.55%-1.15%-1.03%-0.56%-0.48%-14%-12%-10%-8%-6%-4%-2%0%新宁物流锦州港连云港中谷物流三峡旅游龙江交通建发股份怡亚通申通快递密尔克卫2021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01南航东航吉祥春秋0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%2020-012020-062020-112021-042021-092022-022022-072022-122023-052023-102024-032024-082025-01国航南航东航海航吉祥春秋 0.00%50.00%100.00%150.00%200.00%2020-012020-052020-09国航海航 2020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-02期货结算价(活跃合约):IPE布油5.86.06.26.46.66.87.07.27.42019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-02中国:中间价:美元兑人民币2021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01上海机场首都机场深圳机场0.00%20.00%40.00%60.00%80.00%100.00%120.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01白云机场上海机场首都机场深圳机场 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%2020-012020-052020-09白云机场 2025-04-110.00500.001,000.001,500.002,000.002,500.003,000.002018-02-092018-06-292018-11-232019-04-192019-09-122020-02-212020-07-102020-11-272021-04-16CCFI：美西航线2025-03-280.001,000.002,000.003,000.004,000.005,000.006,000.007,000.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-15CCFI：地中海航线 0.00500.001,000.001,500.002,000.002,500.003,000.003,500.002018-02-092018-06-292018-11-232019-04-192019-09-122020-02-212020-07-102020-11-272021-04-16CCFI：美东航线0.001,000.002,000.003,000.004,000.005,000.006,000.007,000.002018-02-162018-07-132018-12-142019-05-242019-10-252020-04-032020-08-282021-01-22CCFI：欧洲航线 0.001,000.002,000.003,000.004,000.005,000.006,000.002018-01-292018-05-232018-09-132019-01-102019-05-032019-08-272019-12-162020-04-152020-08-06BDI：波罗的海干散货指数-2,000.000.002,000.004,000.006,000.008,000.0010,000.0012,000.002018-01-292018-05-302018-09-252019-01-282019-05-292019-09-242020-01-272020-05-272020-09-22BCI：好望角型运费指数 2024-05-302024-09-192025-01-160.001,000.002,000.003,000.004,000.005,000.002018-01-292018-06-112018-10-172019-03-012019-07-122019-11-192020-04-022020-08-132020-12-21BPI：巴拿马型运费指数2024-05-242024-09-202025-01-230.00500.001,000.001,500.002,000.002,500.003,000.003,500.004,000.002018-02-052018-06-182018-10-242019-03-082019-07-192019-11-262020-04-092020-08-202021-01-05BSI：超大灵便型散货船运价指数 2020-11-262021-03-252021-07-202021-11-092022-03-082022-07-042022-10-252023-02-212023-06-192023-10-092024-02-052021-05-102021-09-162022-01-312022-06-142022-10-212023-03-072023-07-192023-11-242024-04-112024-08-202025-01-032021-01-252021-05-252021-09-212022-01-242022-05-242022-09-222023-01-252023-05-262023-09-222024-01-252021-05-172021-09-232022-02-072022-06-212022-10-282023-03-142023-07-262023-12-012024-04-182024-08-282025-01-10 05001,0001,5002,0002019-012019-072020-012020-072021-012021-072022-01铁路旅客周转量05001,0001,5002,0002,5003,0003,5002019-012019-072020-012020-072021-012021-072022-01铁路货物周转量 0.001.002.003.004.005.002019-012019-072020-012020-072021-012021-072022-012022-07铁路客运量0.001.002.003.004.005.002019-012019-072020-012020-072021-012021-072022-01铁路货运量 2023-012023-072024-012024-072025-01yoy（右轴）2022-072023-012023-072024-012024-072025-01yoy（右轴） -200%-100%0%100%200%300%400%500%600%-200%-100%0%100%200%300%400%500%600%2022-072023-012023-072024-012024-072025-01yoy（右轴）-10%-5%0%5%10%15%20%-15%-10%-5%0%5%10%15%20%25%30%2022-072023-012023-072024-012024-072025-01yoy（右轴） -150%-100%-50%0%50%100%150%200%2021-012021-072022-012022-072023-012023-072024-012024-072025-01公路客运量yoy-100%-50%0%50%100%150%200%02004006008001,0002019-012019-072020-012020-072021-012021-072022-012022-072023-012023-072024-012024-072025-01公路旅客周转量yoy-50%0%50%100%150%2021-012021-072022-012022-072023-012023-072024-012024-072025-01公路货运量yoy-50%0%50%100%150%01,0002,0003,0004,0005,0006,0007,0008,0002019-012019-072020-012020-072021-012021-072022-012022-072023-012023-072024-012024-072025-01公路货物周转量yoy-40%-20%0%20%40%60%80%100%120%140%2021-012021-072022-012022-072023-012023-072024-012024-072025-01快递业务量yoy-40%-20%0%20%40%60%80%02004006008001,0001,2001,400