交通运输行业周报0519：中美互降关税，跨境航运持续回暖

⚫ ⚫ ⚫ ⚫   -15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%2024-05-172024-06-032024-06-192024-07-042024-07-192024-08-052024-08-202024-09-042024-09-232024-10-152024-10-302024-11-142024-11-292024-12-162024-12-312025-01-162025-02-102025-02-252025-03-122025-03-272025-04-142025-04-29交通运输(SW)沪深300 ⚫ ⚫ ⚫ 2.06%1.12%-1.50%-1.00%-0.50%0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%美容护理非银金融汽车交通运输基础化工综合商贸零售煤炭银行电力设备医药生物沪深300纺织服饰轻工制造建筑装饰石油石化有色金属食品饮料机械设备公用事业农林牧渔家用电器环保通信建筑材料房地产钢铁社会服务电子传媒国防军工计算机6.87%4.56% 4.31%2.36% 2.30% 2.06%1.38% 1.12% 0.76% 0.55% 0.39%-0.42%-1.26%-1.33%-2.00%-1.00%0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%8.00% 89.30%53.45%50.84%47.23%46.77%46.65%25.70%17.19%17.03%16.19%0%20%40%60%80%100%国航远洋宁波远洋宁波海运华光源海南京港连云港飞力达锦江航运中远海发凤凰航运-6.05%-5.38%-4.83%-3.68%-2.78%-2.69%-2.20%-2.07%-1.91%-1.86%-8%-6%-4%-2%0%龙江交通锦州港原尚股份山西路桥粤高速A福建高速圆通速递申通快递中原高速赣粤高速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 0.001,000.002,000.003,000.004,000.005,000.006,000.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-21SCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.004,000.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-21CCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-21CCFI：美东航线0.00500.001,000.001,500.002,000.002,500.003,000.002018-02-092018-07-062018-12-072019-05-172019-