交通运输行业周报：油运运价持续上行，旺季业绩弹性可期

⚫ ⚫ ⚫ ⚫  0.00%10.00%20.00%30.00%40.00%2024-09-132024-10-102024-10-282024-11-132024-11-292024-12-172025-01-032025-01-212025-02-142025-03-042025-03-202025-04-082025-04-242025-05-152025-06-032025-06-192025-07-072025-07-232025-08-082025-08-262025-09-11交通运输(申万)沪深300 ⚫ ⚫ ⚫ 1.67%1.38%-2.00%-1.00%0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%电子房地产农林牧渔传媒有色金属钢铁机械设备计算机通信建筑材料建筑装饰基础化工轻工制造国防军工汽车交通运输沪深300食品饮料环保商贸零售公用事业纺织服饰电力设备煤炭非银金融美容护理家用电器社会服务医药生物石油石化银行综合 3.89%2.76%2.22% 2.10%1.82% 1.67% 1.52% 1.51% 1.38% 1.33% 1.23%0.46% 0.35%-0.46%-1.00%-0.50%0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%26.13%15.93%13.70%9.84%9.46%9.12%9.04%8.01%7.54%6.85%0%5%10%15%20%25%30%炬申股份招商轮船原尚股份申通快递福然德中远海能嘉诚国际中国外运招商南油三峡旅游-5.88%-4.69%-4.64%-4.56%-4.34%-2.96%-2.73%-2.26%-2.18%-2.04%-7%-6%-5%-4%-3%-2%-1%0%宏川智慧普路通深高速富临运业皖通高速厦门象屿龙江交通粤高速A宁沪高速渤海轮渡 0.00%50.00%100.00%150.00%200.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-012025-05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%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-012025-05国航南航东航海航吉祥春秋0.0020.0040.0060.0080.00100.00120.00140.002019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-022025-07-02期货结算价(活跃合约):IPE布油5.86.06.26.46.66.87.07.27.42019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-022025-07-02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%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-012025-05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%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-012025-05白云机场上海机场首都机场深圳机场0.001,000.002,000.003,000.004,000.005,000.006,000.002018-02-162018-07-132018-12-142019-05-242019-10-252020-04-032020-08-282021-01-222021-06-182021-11-122022-04-152022-09-092023-02-172023-07-142023-12-152024-05-242024-10-252025-03-282025-08-22SCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.004,000.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-212025-08-15CCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-212025-08-15CCFI：美东航线0.00500.001,000.001,500.002,000.002,500.0