交运行业周报

2025年6月30日看好市场表现截至2025/6/30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）中国至美国的集装箱运费下滑明显.........................................................................................................................7（二）VLCC（超大型原油运输船）价格“跳水”..........................................................................................................7（三）全球燃油价格呈下降趋势.........................................................................................................................................8（四）未来十年大批老龄船舶将退场.................................................................................................................................8（五）国航远洋：将对外投资设立新加坡公司.................................................................................................................8（六）交通运输部：力争到2030年建成现代化内河水运联通体系...............................................................................8（七）国家邮政局公布2025年5月邮政行业运行情况...................................................................................................9三、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...............................................................................................................................................................................19五、风险提示...............................................................................................................................................................................19 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（2025/6/23-6/27）.................................................................................................................5图表2：本周大盘指数涨跌幅（2025/6/23-6/27）.....................................................................................................................5图表3：年初至今大盘指数涨跌幅（2025/1/1-6/27）...............................................................................................................5图表4：二级细分行业涨跌幅（2025/6/23-6/27）.....................................................................................................................6图表5：三级细分行业涨跌幅（2025/6/23-6/27）.....................................................................................................................6图表6：交运行业个股涨幅前十（2025/6/23-6/27）.................................................................................................................6图表7：交运行业个股跌幅前十（2025/6/23-6/27）.................................................................................................................6图表8：交运行业央企涨幅前五（2025/6/23-6/27）.................................................................................................................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..................................................................................................................