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交运中小盘行业周报：快递边际改善 航空走出低谷 _ 东方财富网

　　板块周度回顾：
　　航运：本周SCFI 综合指数报4054 点，环比升3.1%，其中欧线7023 点，环比升4.2%，地中海线报6893 点，环比升2.2%。我们认为集运的供需矛盾短期难以缓解，即使在疫情阴霾下全球集装箱整体增速或将乏力，但生产国中国为大本营的远东-欧洲、远东-美国航线依然会运力吃紧，由于4月之后船公司都会执行最新的约价，这意味着欧线底舱15-30%、美线40-60%的货物运费都将有较大幅度上提，叠加上述现货市场的火爆，预计全年集运业的盈利会继续突破新高，建议配置核心标的-中远海控。
　　航空机场：广深疫情消退，暑运开启，关注基本面反弹带来的机会。短期海外运力回流带来的供给压力仍难完全消化，航司分化延续，中长期看，连续运力低引进为周期全面景气创造先决条件，理论供需差已经出现，一旦国门放开消化宽体� ....

Ka Cheng , Juneyao Airlines China , Country Post Office , China Shanghai Airport , Pudong Airport , Airport Flow , Field Square , Price Mom , Jingdong Logistics , Chemical Logistics , Pair South , Logisticsb Pass Express , Shanghai Airport Beijing , புலம் சதுரம் , இரசாயன தளவாடங்கள் , அேக தெற்கு ,

集运运价强势 拥抱双星自然_中远海控(601919)股吧_东方财富网股吧

集运运价强势拥抱双星自然_中远海控(601919)股吧_东方财富网股吧
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Ka Cheng , Dragon King , Juneyao Airlines China , China Eastern Airlines Spring , Airport Guangdong , Chinese New Year , China Shanghai Airport , Pudong Airport , Airport Flow , Field Square , Yiwu Region , Jingdong Logistics , Chemical Logistics , Pair South , Logisticsb Pass Express , Shanghai Airport Beijing , டிராகன் கிங் , சீன புதியது ஆண்டு , புலம் சதுரம் , இரசாயன தளவாடங்கள் , அேக தெற்கு ,

6月4日晚间重要行业研究汇总(附股)_股市直播_市场_中金在线

6月4日晚间重要行业研究汇总(附股)_股市直播_市场_中金在线
cnfol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnfol.com Daily Mail and Mail on Sunday newspapers.

Ka Cheng , Wuliangye Luzhou , Zoomlion Xu , Juneyao Airlines China , Technology Jacques Science , Industrial The Association , Research Center , Technology Ann , China Eastern Airlines Spring , New Market , Market Ultra , China Peak , River Science , Sen Science , Guizhou Maotai Wuliangye Luzhou , Shanxi Fen , East Peng , Shanxi New , Public Transport , Region Features , Trinity Heavy , Real Madrid Science , Light Viagra , Dragon Light Viagra , Transport Transportation , Chemical Logistics ,

6月4日晚间重要行业研究汇总(附股) _ 东方财富网

6月4日晚间重要行业研究汇总(附股) _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Ka Cheng , Wuliangye Luzhou , Zoomlion Xu , Juneyao Airlines China , Technology Jacques Science , Industrial The Association , Research Center , Technology Ann , China Eastern Airlines Spring , New Market , Market Ultra , China Peak , River Science , Sen Science , Guizhou Maotai Wuliangye Luzhou , Shanxi Fen , East Peng , Shanxi New , Public Transport , Region Features , Trinity Heavy , Real Madrid Science , Light Viagra , Dragon Light Viagra , Chemical Logistics , Pair South ,

6月4日晚间重要行业研究汇总(附股)_基金动态_基金_中金在线

6月4日晚间重要行业研究汇总(附股)_基金动态_基金_中金在线
cnfol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnfol.com Daily Mail and Mail on Sunday newspapers.

Ka Cheng , Wuliangye Luzhou , Zoomlion Xu , Juneyao Airlines China , Technology Jacques Science , Industrial The Association , Technology Ann , China Eastern Airlines Spring , New Market , Market Ultra , China Peak , River Science , Sen Science , Guizhou Maotai Wuliangye Luzhou , Shanxi Fen , East Peng , Shanxi New , Public Transport , Region Features , Trinity Heavy , Real Madrid Science , Light Viagra , Dragon Light Viagra , Transport Transportation , Chemical Logistics , Pair South ,