交运行业周报
2025年6月16日看好市场表现截至2025/6/16分析师：方曼乔登记编码：S1490524100001邮箱：fangmanqiao@crsec.com.cn证券研究报告 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）以色列对伊朗发动了大规模袭击.............................................................................................................................7（二）中东局势导致油价、金价上涨.................................................................................................................................7（三）跨太平洋航运市场火热.............................................................................................................................................8（四）我国外贸出口仍具备较强的韧性.............................................................................................................................8（五）今年5月中国快递发展指数同比增长5.7%............................................................................................................8（六）中办、国办：支持深圳深化无人驾驶航空器飞行管理制度改革创新.................................................................8三、行业数据................................................................................................................................................................................9（一）航空机场....................................................................................................................................................................9（二）航运港口..................................................................................................................................................................11（三）物流..........................................................................................................................................................................15（四）铁路公路..................................................................................................................................................................16四、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（2025/6/9-6/13）...................................................................................................................5图表2：本周大盘指数涨跌幅（2025/6/9-6/13）.......................................................................................................................5图表3：年初至今大盘指数涨跌幅（2025/1/1-6/13）...............................................................................................................5图表4：二级细分行业涨跌幅（2025/6/9-6/13）.......................................................................................................................6图表5：三级细分行业涨跌幅（2025/6/9-6/13）.......................................................................................................................6图表6：交运行业个股涨幅前十（2025/6/9-6/13）...................................................................................................................6图表7：交运行业个股跌幅前十（2025/6/9-6/13）...................................................................................................................6图表8：交运行业央企涨幅前五（2025/6/9-6/13）...................................................................................................................7图表9：交运行业市盈率..............................................................................................................................................................7图表10：民航客运量..................................................................................................................................................................10图表11：民航旅客周转量..........................................................................................................................................................10图表12：民航货邮运输量..........................................................................................................................................................10图表13：民航货邮周转量..........................................................................................................................................................10图表14：中国:出厂价(含税):航空煤油.....................................................................................................................................11图表15：即期汇率:美元兑人民币.............................................................................................................................................11图表16：分机场旅客吞吐量.......................................................................
