交通运输产业行业周报：全国快递业务量突破1000亿件，南航开通首条第五航权货运航线

板块市场回顾合板块涨幅最大(+2.0%)，航运板块跌幅最大(-0.8%)。行业观点业受益消费电子服务器需求改善，推荐海晨股份。比+2.2%，同比-23.7%。日收盘股息率高于中国十年期国债收益率（当前为1.6653%），板块配置比较有性价比。风险提示需求恢复不及预期风险，油价上涨风险，汇率波动风险，价格战超预期风险。 敬请参阅最后一页特别声明 敬请参阅最后一页特别声明内容目录一、本周交运板块行情回顾........................................................................4二、行业基本面状况跟踪..........................................................................52.1航运港口................................................................................52.2航空机场................................................................................82.3铁路公路...............................................................................112.4快递物流...............................................................................13三、风险提示...................................................................................15图表目录图表1：本周各行业涨跌幅.......................................................................4图表2：本周交运子板块涨跌幅...................................................................4图表3：交运板块周涨幅排名前十公司.............................................................5图表4：交运板块周涨跌幅排名后十公司...........................................................5图表5：出口集运CCFI走势......................................................................5图表6：出口集运SCFI走势......................................................................5图表7：CCFI美东航线运价指数...................................................................6图表8：CCFI美西航线运价指数...................................................................6图表9：CCFI欧洲航线运价指数...................................................................6图表10：CCFI东南亚航线运价指数................................................................6图表11：内贸集运PDCI走势.....................................................................6图表12：PDCI东北运价指数......................................................................6图表13：PDCI华北运价指数......................................................................7图表14：PDCI华南运价指数......................................................................7图表15：原油运输BDTI走势.....................................................................7图表16：成品油运输BCTI走势...................................................................7图表17：波罗的海干散货BDI走势................................................................7图表18：好望角型BCI走势......................................................................7图表19：巴拿马型BPI走势......................................................................8图表20：超级大灵便型BSI走势..................................................................8图表21：沿海主要港口货物吞吐量................................................................8图表22：外贸货物吞吐量........................................................................8图表23：重点港口货物吞吐量....................................................................8 敬请参阅最后一页特别声明图表24：重点港口集装箱吞吐量..................................................................8图表25：中国国内民航客运量....................................................................9图表26：中国国际地区民航客运量................................................................9图表27：上市航司RPK较2019年增速.............................................................9图表28：上市航司ASK较2019年增速.............................................................9图表29：上市航司RPK较2024年增速............................................................10图表30：上市航司ASK较2024年增速............................................................10图表31：布伦特原油期货结算价.................................................................10图表32：国内航空煤油出厂价...................................................................10图表33：美元兑人民币中间价...................................................................10图表34：人民币兑美元汇率季度环比变动.........................................................10图表35：主要上市机场旅客吞吐量较2019年增速..................................................11图表36：主要上市机场飞机起降架次较2019年增速................................................11图表37：铁路旅客周转量.......................................................................12图表38：铁路货物周转量.......................................................................12图表39：公路旅客周转量.......................................................................12图表40：公路货物周转量.......................................................................12图表41：高速公路货车通行量...................................................................12图表42：全国主要公路运营主体股息率...........................................................13图表43：十年期国债收益率.....................................................................13图表44：全国规模以上快递业务量...............................................................13图表45：全国规模以上快递单票收入.............................................................13图表46：A股上市快递企业月度数据（2025.5）....................................................13图表47：每周邮政快递揽收量和投递量...........................................................14图表48：中国化工产品价格指数CCPI.............................................................14图表49：中国液体化学品内贸海运价格...........................................................15图表50：对二甲苯开工率.......................................................................15图表51：甲醇开工率.........................................