交通运输行业周报：美国港口货量暴跌，物流领域合作深化

⚫ ⚫ ⚫ ⚫   -14.00%-4.00%6.00%16.00%2024-05-102024-05-272024-06-122024-06-272024-07-122024-07-292024-08-132024-08-282024-09-122024-10-082024-10-232024-11-072024-11-222024-12-092024-12-242025-01-092025-01-242025-02-182025-03-052025-03-202025-04-072025-04-22交通运输(SW)沪深300 ⚫ ⚫ ⚫ 2.00%1.85%0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%国防军工通信电力设备银行综合纺织服饰机械设备家用电器轻工制造环保建筑材料公用事业基础化工汽车沪深300有色金属建筑装饰计算机交通运输钢铁食品饮料非银金融美容护理煤炭传媒社会服务医药生物农林牧渔石油石化商贸零售电子房地产5.42%4.06%3.43% 3.27%2.57%2.13% 2.00% 1.92% 1.85% 1.79% 1.79%1.43%1.11%0.34%0.00%1.00%2.00%3.00%4.00%5.00%6.00% 21.61%18.88%10.84%10.78%9.88%9.71%8.50%8.28%7.38%6.59%0%5%10%15%20%25%原尚股份庚星股份龙洲股份三羊马大众交通ST万林华光源海嘉诚国际凤凰航运福然德-11.58%-10.58%-4.16%-4.06%-1.85%-1.55%-1.15%-1.03%-0.56%-0.48%-14%-12%-10%-8%-6%-4%-2%0%新宁物流锦州港连云港中谷物流三峡旅游龙江交通建发股份怡亚通申通快递密尔克卫0.00%50.00%100.00%150.00%200.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01国航南航东航海航吉祥春秋0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%2020-012020-062020-112021-042021-092022-022022-072022-122023-052023-102024-032024-082025-01国航南航东航海航吉祥春秋 0.0020.0040.0060.0080.00100.00120.00140.002019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-02期货结算价(活跃合约):IPE布油5.86.06.26.46.66.87.07.27.42019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-02中国:中间价:美元兑人民币0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01白云机场上海机场首都机场深圳机场0.00%20.00%40.00%60.00%80.00%100.00%120.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01白云机场上海机场首都机场深圳机场 0.001,000.002,000.003,000.004,000.005,000.006,000.002018-02-092018-06-292018-11-232019-04-192019-09-122020-02-212020-07-102020-11-272021-04-162021-09-032022-01-212022-06-172022-11-112023-04-072023-08-252024-01-192024-06-212024-11-152025-04-11SCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.004,000.002018-02-092018-06-292018-11-232019-04-192019-09-122020-02-212020-07-102020-11-272021-04-162021-09-032022-01-212022-06-172022-11-112023-04-072023-08-252024-01-192024-06-212024-11-152025-04-11CCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.002018-02-092018-06-292018-11-232019-04-192019-09-122020-02-212020-07-102020-11-272021-04-162021-09-032022-01-212022-06-172022-11-112023-04-072023-08-252024-01-192024-06-212024-11-152025-04-11CCFI：美东航线0.00500.001,000.001,500.002,000.002,500.003,000.002018-02-092018-06-292018-11-232019-04-192019-09-122020-02-212020-07-1020