此外，中远海能涨超7%，中远海特、 招商南油、海航科技涨幅居前。 12月1日午后，航运板块震荡走强，油运方向领涨，招商轮船涨停，创2007年10月以来新高。 编辑 ｜ 钉钉 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | | 招商轮船 | +9.99% | 9.69 | | 一次海能 | +7.12% | 12.94 | | 中远海特 | +3.89% | 7.21 | | 招商南油 | +3.53% | 3.23 | | 海航科技 | +2.54% | 4.03 | | 中远海控 | +2.33% | 14.95 | | 北部湾港 | +2.06% | 8.93 | | 凤凰航运 | +2.02% | 5.04 | ...

证券之星消息，12月1日航运港口板块较上一交易日上涨2.5%，招商轮船领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。航运港口板块个股涨跌见下表： 从资金流向上来看，当日航运港口板块主力资金净流入1.75亿元，游资资金净流出1.89亿元，散户资金净 流入1373.6万元。航运港口板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601872 | 招商轮船 | 9.66 | 9.65% | 227.79万 | | 21.61亿 | | 600026 | 中远海能 | 12.89 | 6.71% | 104.76万 | | 13.28亿 | | 600428 | 中远海特 | 7.30 | 5.19% | 53.19万 | | 3.82亿 | | 601975 | 招商南油 | 3.23 | 3.53% | 158.38万 | | 5.06亿 | | 616109 | 中远海控 | 15.12 | 3. ...

记者丨江佩佩骆轶琪见习记者张嘉钰 编辑丨刘巷 12月1日，A股市场震荡拉升，沪指涨0.65%，重返3900点上方，深成指涨1.25%，创业板指涨1.31%。沪深两市成交额1.89万亿，较上一个交易日放量2917 亿。全市场近3400只个股上涨。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3914.01 | 13146.72 | 1408.79 | | +25.41 +0.65% +162.64 +1.25% +21.09 +1.52% | | | | 科创20 | 创业板指 | 万得全A | | 1336.76 | 3092.50 | 6264.69 | | +9.61 +0.72% +39.91 +1.31% +59.01 +0.95% | | | | 沪深300 | 中证500 | 中证A500 | | 4576.49 | 7101.83 | 5505.28 | | +49.82 +1.10% +70.28 +1.00% +64.33 +1.18% | | | | 中证1000 | 深证1 ...

12月1日，交通运输ETF(159666)上涨1.10%，持仓股招商轮船涨停，中远海能涨超6%，中远海特涨超 5%。 12月1日当天，MSC、达飞、赫伯罗特等多家全球头部船公司集中执行涨价策略。 交通运输ETF（159666）及其联接基金（019405/019404）是全市场唯一跟踪中证全指运输指数的ETF基 金，其涵盖了A股市场包括物流、铁路公路、航运港口、机场等，能够充分反映出A股运输行业上市公 司的整体表现。 （文章来源：每日经济新闻） 欧线运价的大幅上涨，被市场解读为欧洲市场需求回暖或供应链紧张的信号，这改变了市场此前对航运 行业"供过于求"的悲观看法，显著提升了行业盈利预期和投资者风险偏好，直接带动航运精选指数走 强。 ...

Core Viewpoint - The analysis highlights a mixed outlook for the transportation and logistics sectors, with short-term adjustments in stock prices but long-term optimism driven by demand catalysts and industry recovery [2][3][4]. Shipping Industry - Dry bulk shipping stocks have experienced a rapid price correction after a previous surge, primarily influenced by the implementation of the 301 Act and a cooling sentiment in the Fujian region [2]. - The shipping industry is expected to benefit from three demand catalysts: the commissioning of the West Mangdu project altering iron ore shipping dynamics, potential Fed rate cuts boosting commodity demand, and post-war reconstruction in Ukraine increasing bulk shipping needs [2]. - The BDI index increased by 7.1% to 2,275 points, driven by the release of iron ore cargoes in December [3][7]. Passenger Transport - Domestic passenger traffic showed a 5% year-on-year increase, while international passenger traffic rose by 17% [2]. - The average domestic passenger load factor improved by 2.0 percentage points, and international load factor increased by 3.5 percentage points [2]. - The outlook for the passenger transport sector remains positive, with expectations of revenue improvement as demand gradually recovers [2][7]. Logistics Sector - The volume of postal express deliveries rose by 8.9% year-on-year, reaching 4.42 billion pieces [4]. - Air freight prices have shown a positive year-on-year change, with indices reflecting increases of 3.6% to 4.2% [4][8]. - The logistics sector is expected to benefit from improved export expectations and a focus on absolute return opportunities, particularly for companies like SF Express and China Foreign Trade [4][8]. Highway Tolling - The pricing of highway tolls is influenced by local government decisions, with recent increases driven by construction costs and regional debt pressures [5][6]. - Despite the push for toll increases in some regions, the overall trend may lean towards maintaining or reducing tolls to attract freight traffic, complicating large-scale toll hikes nationwide [6].

Core Viewpoint - The A-share market has seen a strong performance in the port and shipping sector, with notable gains in stocks such as China Merchants Energy Shipping and COSCO Shipping Energy, driven by a significant increase in the Baltic Dry Index [1] Group 1: Market Performance - China Merchants Energy Shipping reached its historical high, hitting the daily limit up [1] - COSCO Shipping Energy rose over 5%, while COSCO Shipping Specialized Carriers increased by 4% [1] - China Merchants South Oil saw an increase of over 3% [1] Group 2: Baltic Dry Index - The Baltic Dry Index rose by 80 points or 3.2% to 2560 points, marking the highest level since December 2023 [1] - This increase represents the 12th consecutive day of growth, with a weekly increase of 12.5% [1] Group 3: Individual Stock Performance - China Merchants Energy Shipping (601872) had a daily increase of 8.74% and a total market capitalization of 77.4 billion [2] - COSCO Shipping Energy (600026) increased by 5.88% with a market cap of 69.9 billion [2] - COSCO Shipping Specialized Carriers (600428) rose by 4.03%, valued at 19.8 billion [2] - China Merchants South Oil (601975) saw a 3.21% increase, with a market cap of 15.5 billion [2]

Shipping Sector - The shipping sector experienced a strong rebound in the afternoon, with the oil transportation segment leading the gains. China Merchants Energy Shipping (招商轮船, 601872) hit the daily limit up, while other companies like COSCO Shipping Energy Transportation (中远海能), COSCO Shipping Specialized Carriers (中远海特), and China Merchants Jinling Shipping (招商南油) also saw significant increases [2]. Storage Chip Sector - The storage chip concept stocks surged, with Kexiang Co., Ltd. (科翔股份) reaching the daily limit up of 20%, while other companies such as Leike Defense (雷科防务) also hit the limit up. Hangyu Microelectronics (航宇微) and Beijing Junzheng (北京君正) rose over 10% [5][8].

12月1日午后，航运板块震荡走强，油运方向领涨，招商轮船涨停，创2007年10月以来新高。 此外，中远海能涨超7%，中远海特、 招商南油、海航科技涨幅居前。 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | | 招商轮船 | +9.99% | 9.69 | | 中远海能 | +7.12% | 12.94 | | 中远海特 | +3.89% | 7.21 | | 招商南油 | +3.53% | 3.23 | | 海航科技 | +2.54% | 4.03 | | 中远海控 | +2.33% | 14.95 | | 北部湾港 | +2.06% | 8.93 | | 凤凰航运 | +2.02% | 5.04 | 编辑 ｜ 钉钉 ...

港口航运板块午后走高，招商轮船涨停，中远海能涨超7%，中远海特、招商南油、海航科技、中远海 控跟涨。 ...

油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 数据显示，截至2025年11月28日，国证石油天然气指数(399439)前十大权重股分别为中国石油 (601857)、中国石化(600028)、中国海油(600938)、杰瑞股份(002353)、广汇能源(600256)、招商轮船 (601872)、新奥股份(600803)、中远海能(600026)、大众公用(600635)、海油工程(600583)，前十大权重 股合计占比65.78%。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861)。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 截至2025年12月1日 10:36，国证石油天然气指数(399439)强势上涨1.82%，成分股杰瑞股份(002353)上涨 8.26%，招商轮船(601872)上涨6.81%，中远海能(600026)上涨4.30%，新奥股份(600803)，博迈科 (603727)等个股跟涨。油气ETF(159697)上涨1.22%， 冲击3连涨。最新 ...