交运行业周报
2025年5月21日看好市场表现截至2025/5/21分析师：方曼乔登记编码：S1490524100001邮箱：fangmanqiao@crsec.com.cn证券研究报告 上周交 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明目录一、市场回顾.................................................................................................................................................................................5二、行业重点新闻.........................................................................................................................................................................7（一）中美经贸会谈成果显著，航运市场反应迅速.........................................................................................................7（二）多家船公司大幅涨价.................................................................................................................................................7（三）也门胡塞武装宣布对以色列海法港实施“海上封锁”.............................................................................................8（四）中远海能拟处置四艘油轮.........................................................................................................................................8三、行业数据................................................................................................................................................................................8（一）航空机场....................................................................................................................................................................8（二）航运港口..................................................................................................................................................................11（三）物流..........................................................................................................................................................................14（四）铁路公路..................................................................................................................................................................15四、投资建议...............................................................................................................................................................................18五、风险提示...............................................................................................................................................................................18 2 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明图表目录图表1：申万一级行业周涨跌幅（2025/5/12-5/16）.................................................................................................................5图表2：本周大盘指数涨跌幅（2025/5/12-5/16）.....................................................................................................................5图表3：年初至今大盘指数涨跌幅（2025/1/1-5/16）...............................................................................................................5图表4：二级细分行业涨跌幅（2025/5/12-5/16）.....................................................................................................................6图表5：三级细分行业涨跌幅（2025/5/12-5/16）.....................................................................................................................6图表6：交运行业个股涨幅前十（2025/5/12-5/16）.................................................................................................................6图表7：交运行业个股跌幅前十（2025/5/12-5/16）.................................................................................................................6图表8：交运行业央企涨幅前五（2025/5/12-5/16）.................................................................................................................7图表9：交运行业市盈率..............................................................................................................................................................7图表10：民航客运量....................................................................................................................................................................9图表11：民航旅客周转量............................................................................................................................................................9图表12：民航货邮运输量............................................................................................................................................................9图表13：民航货邮周转量............................................................................................................................................................9图表14：中国:出厂价(含税):航空煤油.....................................................................................................................................10图表15：即期汇率:美元兑人民币.............................................................................................................................................10图表16：分机场旅客吞吐量......................................................................................................................................................10图表17：上海出口集装箱运价综合指数SCFI.......................................................................................................................11图表18：中国出口集装箱运价综合指数CCFI...........
