BR 丁二烯橡胶相关：BR 主力 08 合约报收 11765 点，上涨+135 点或 +1.16%。截至前日 18 时，山东地区大庆石化顺丁报收 11700 元/吨，山东民营顺 丁报收 11600 元/吨，华东市场扬子石化顺丁报收 11600 元/吨，华南地区茂名石化 顺丁报收 11800 元/吨。山东地区抚顺石化丁苯 1502 报收 11900 元/吨。山东地区 丁二烯报收 9550-9600 元/吨。 RU/NR 天然橡胶相关：RU 主力 09 合约报收 14070 点，上涨+40 点或 +0.29%。截至前日 12 时，销地 WF 报收 13900-14000 元/吨，越南 3L 混合报收 14900-15000 元/吨。NR 主力 08 合约报收 12185 点，下跌-50 点或-0.41%；新加 坡 TF 主力 09 合约报收 163.4 点，下跌-1.1 点或-0.67%。截至前日 18 时，泰标 近港船货报收 1710-1750 美元/吨，泰混近港船货报收 1700-1750 美元/吨，人民 币混合胶现货报收 13850-13870 元/吨。 【重要资讯】 BR 日报 【银河期货】丁二烯橡胶每日 ...

6月18日，广深铁路（SH601333，股价2.90元，市值205.42亿元）在深圳总部举行"2024年度股东周年大会"。该公司是国内唯一同时在上海、香港两地上市 的铁路运输企业，多位中小股东到场参会，与公司管理层热切交换意见。 就参会股东关心的广州东站改造进度，广深铁路董秘唐向东回应称，广州东站改造的主要难点在于：这是在既有的繁忙线路上原址改造，需要做大量前置工 作，包括寻找货运和客运的替代渠道。广州东站相关的既有资产涉及上市公司利益，很多内容经过反复研究，用时也较长，"大家做了大量工作，我们离目 标越来越近"。 图片来源：每经记者 孔泽思 摄 铁路货运正向现代物流转型 广深铁路主要经营铁路客货运输业务。2024年，公司完成旅客发送量6910.67万人，同比增长16.51%；完成货物发送量1409.98万吨，同比下降12.05%。 每经记者｜孔泽思 每经编辑｜张海妮 在股东大会现场，唐向东向《每日经济新闻》记者分析指出，货运收入在公司营收中的比重较低，2024年公司营业收入为270.90亿元，其中货运收入仅为 16.23亿元，货运收入情况对整个公司经营业绩影响有限。 唐向东认为今年铁路运输面临诸多机遇。他表 ...

Core Viewpoint - China is leveraging its advantages in the drone industry to establish a leading position in the low-altitude economy, focusing on the commercialization of application scenarios, particularly in logistics and transportation [1][2]. Group 1: Low-altitude Economy Development - The low-altitude economy is advancing towards electrification, intelligence, and connectivity, aiming to bypass Western technological barriers and establish standards and regulations [5][10]. - The current scale of China's low-altitude economy has exceeded 500 billion yuan, with a growth rate of 33.8%, and is expected to surpass one trillion yuan in the next three years [2][12]. - The commercialization of low-altitude economic application scenarios is progressing in phases, with consumer markets maturing and sectors like agricultural protection and industrial inspection entering commercial operations [1][12]. Group 2: Low-altitude Logistics Market - The low-altitude logistics market is projected to grow rapidly, reaching approximately 330.5 billion yuan in 2024 and potentially becoming a trillion-yuan market within five years [2][18]. - The penetration of drones in the last-mile delivery market has completed the "0 to 1" process, with expectations for large drones in trunk and branch logistics to follow [2][17]. - The demand for drones from logistics companies like SF Express and Meituan is expected to drive investment in the drone manufacturing and component sectors, reshaping the competitive landscape [2][46]. Group 3: Commercialization Pathways - The commercialization of low-altitude logistics will occur in two phases: expanding city and route coverage, followed by increasing flight density [25][37]. - The average delivery time for drone logistics is significantly reduced compared to traditional methods, with potential cost savings as drone usage scales up [27][31]. - The integration of drones into logistics is expected to enhance efficiency and reduce costs, making low-altitude logistics one of the most promising application scenarios [26][36]. Group 4: Industry Collaboration and Future Outlook - Major logistics companies are collaborating with startups to lead the development of the drone logistics industry, with significant procurement orders expected to reshape the competitive landscape [46][47]. - The future investment in the low-altitude logistics sector is anticipated to exceed 500 billion yuan, driven by the demand for drone procurement and operational infrastructure [43][44]. - The rapid growth of the express delivery and instant delivery markets presents substantial opportunities for drone logistics, with significant room for penetration in both sectors [38][39].

金十期货6月17日讯，周二波罗的海干散货运价指数下滑，因大型船舶运费下降。波罗的海干散货运价 指数下滑23点，或1.16%，报1952点。海岬型船运价指数下滑71点，或1.9%，至3660点。海岬型船日均 获利下降587美元，至30357美元。巴拿马型船运价指数下滑4点，或0.3%，报1406点。巴拿马型船日均 获利下降42美元，至12652美元。超灵便型散货船运价指数上涨6点，至945点，为近两周来最高水准。 灵便型船运价指数上涨7点，报614点。 波罗的海干散货运价指数下滑，因大型船舶运费下降 ...

波罗的海干散货运价指数刷新八个月高点 金十期货6月16日讯，据外媒报道，周一波罗的海干散货运价指数上涨至八个月高点，因所有船型运价 指数走高。波罗的海干散货运价指数上涨7点，或0.4%，报1975点，为去年10月2日以来高位。海岬型 船运价指数上涨9点，或0.2%，至3731点，为2024年7月以来高位。海岬型船日均获利上涨78美元，至 30944美元。巴拿马型船运价指数上涨9点，或0.6%，报1410点，触及逾十周高位。巴拿马型船日均获 利上涨84美元，至12694美元。超灵便型散货船运价指数上涨3点，至939点，为近两周来最高水准。灵 便型船运价指数上涨3点，报607点。 ...

中国国航（601111）公告，2025年5月本集团合并旅客周转量(按收入客公里计)同比上升，客运运力投 入(按可用座位公里计)同比上升4.5%，旅客周转量同比上升8.4%。平均客座率81.3%，同比上升2.9个百 分点。货运方面，货运运力投入(按可用货运吨公里计)同比上升2.2%，货邮周转量(按收入货运吨公里 计)同比上升6.2%。货运载运率为41.5%，同比上升1.6个百分点。 ...

2025年6月12日 集运日报 (航运研究小组) 中美原则上达成协议框架、原油大幅反弹，预期上有利好提振，风险偏好者可考虑轻仓逢高试空 | - 1 1 6 1 | 200 | | --- | --- | | 1 24 | | | N | | | 2 | 1 | | 19 - 2 | 1 | | t | | | 15 4 | | | 4 Property | | | D | | | में हैं W43 | | | 1 म 2 | | | 6月9日 | 6月6日 | | --- | --- | | 上海出口集装箱结算运价指数SCFIS（欧洲航线）1622.81点，较上期上涨29.5% | 宁波出口集装箱运价指数NCFI（综合指数）1669.44点，较上期下跌0.41% | | 上海出口集装箱结算运价指数SCFIS（美西航线）2185.08点，较上期上涨27.2% | 宁波出口集装箱运价指数NCFI（欧洲航线）1123.64点，较上期上涨5.25% | | 6月6日 | 宁波出口集装箱运价指数NCFI（美西航线）3259.14点，较上期下跌9.10% | | 上海出口集装箱运价指数SCFI公布价格2240.35 ...

Core Viewpoint - The 2025 IATA North Asia CARGO DAY and Guangzhou International Air Cargo Hub High-Quality Development Conference was held in Guangzhou, focusing on building an efficient, low-cost, and competitive international logistics center [1][4]. Group 1: Event Overview - The conference was co-hosted by IATA North Asia and Guangdong Airport Management Group, attracting industry leaders from various countries to discuss air cargo hub development [1][4]. - This marks the third consecutive year Guangzhou has hosted an international summit in the air cargo sector [4]. Group 2: Industry Insights - Under the new "dual circulation" development pattern, China's air logistics market is expanding, with Baiyun Airport increasing its international cargo route network, enhancing Guangzhou's position in the global logistics supply chain [4]. - Key discussions included customs reform, air traffic control technology, airline network expansion, hub ecosystem co-construction, and international experience integration [4]. Group 3: Strategic Developments - The Guangzhou Airport Commission introduced new cargo support policies to boost hub construction, while Southern Airlines Logistics announced achievements in the "large transit" hub development [5]. - The release of the "Guangzhou International Air Cargo Hub High-Quality Development White Paper (2024-2025)" provides a reference framework for industry development [5]. - The conference signifies a new phase in the construction of Guangzhou's international air cargo hub, with plans to deepen the "1236" strategic system and accelerate towards becoming a "global supply chain center" [5][6].

广州国际航空货运枢纽建设全力提速。6月10日至11日，以"中国枢纽，链通全球"为主题的2025年IATA北亚区 CARGO DAY暨广州国际航空货运枢纽高质量发展大会在广州举办。据大会透露，广州白云机场货邮吞吐量30年 间增长12倍，跃升至全球第九。 共绘航空货运蓝图广州航空货运"12小时通全球" 近年来，中国航空物流市场规模持续扩大，白云机场国际货运航线网络不断加密，广州在全球物流供应链中的地 位明显提升。这是广州连续第三年举办航空货运领域国际级峰会。 大会透露，广州白云机场货邮吞吐量30年间增长12倍，跃升至全球第九。客货比从50:1优化至31:1。据广东省机 场集团物流有限公司总经理汤容柱介绍，今年以来，新开加密墨西哥城、布达佩斯等17条全货机航线，全球通航 点达256个，构建"4小时达东南亚、12小时通全球"网络。联邦快递亚太枢纽、顺丰华南航空枢纽、中国邮政粤港 澳大湾区航空枢纽相继落户；三期扩建完成后，将形成更大的货站集群，吸引更多的"金凤凰"飞向广州枢纽。 大会紧扣"中国枢纽，链通全球"主题，汇聚民航主管部门、国内外航司、物流集成商、制造企业及智库代表，围 绕航空货运政策创新、技术赋能、网络优化等 ...

金十期货6月10日讯，周二波罗的海干散货运价指数自七个月高位下滑，因海岬型船运费下跌。波罗的 海干散货运价指数下滑11点，或0.6%，报1680点。周一该指数触及去年11月18日以来高位。海岬型船 运价指数下滑54点，或1.8%，至2956点。海岬型船日均获利下降442美元，至24519美元。巴拿马型船 运价指数上涨36点，或2.9%，报1300点，创四周高位。巴拿马型船日均获利增加320美元，至11698美 元。超灵便型散货船运价指数下滑7点，至919点，为近三个月低点。 波罗的海干散货运价指数从七个月高位回落 ...