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交通运输行业周报:美线抢运拉动航运景气,内需物流保持稳健-20250518
Hua Yuan Zheng Quan· 2025-05-18 07:51
Investment Rating - The investment rating for the transportation industry is "Positive" (maintained) [4] Core Views - The shipping industry is experiencing a surge in demand due to a recent temporary reduction in tariffs between China and the US, leading to a significant increase in shipping volumes on the US route. The average booking volume surged by 277% compared to the previous week [5] - The Shanghai Export Container Freight Index (SCFI) rose by 10.0% week-on-week, indicating a strong recovery in shipping rates, particularly for routes to the US [6] - The logistics sector is showing resilience, with express delivery volumes in April increasing by 19.1% year-on-year, reflecting robust demand across various sectors [9] - The airline industry is expected to benefit from macroeconomic recovery, with a long-term supply-demand imbalance favoring growth in the sector [12] Summary by Sections Shipping Vessels - The recent tariff reductions have led to a surge in demand for shipping services, particularly on the US route, with a projected increase in freight rates over the next 2-3 months due to supply constraints [5] - The average weekly capacity for the US route is expected to be 500,000 TEU, down 6% from last year [5] - The oil tanker market is facing supply tightness due to limited new orders and an aging fleet, which is expected to sustain high demand in the coming years [12] Express Logistics - In April, the express delivery industry in China saw a business volume of 16.32 billion pieces, a year-on-year increase of 19.1%, with revenue reaching 121.28 billion yuan, up 10.8% [9] - The concentration index for express delivery brands (CR8) was 86.7, indicating a stable competitive landscape [9] Aviation and Airports - The airline industry is poised for growth due to low supply growth and recovering demand, with key companies to watch including China Southern Airlines and Air China [12] - The passenger transport volume in March was approximately 59 million, reflecting a year-on-year increase of 3.5% [50] Overall Market Performance - From May 12 to May 16, the transportation index rose by 2.12%, outperforming the Shanghai Composite Index [17] - The shipping sector saw the highest increase at 7.42%, indicating strong market performance [17]
关税82.4%!中美储能企业:博弈格局生变
行家说储能· 2025-04-07 12:00
插播 :3000+精准目标用户群,构建用户侧储能项目示范、精品展示及采购对接平台,2025全球用户 侧储能产业价值峰会暨应用示范展6月启幕!点击下方" 阅读原文 "了解详情 针对关税对储能行业影响,行家说储能整理行业人士、专家以及企业回应,业内观点主要分为两 类: 一种认为,此次加征关税对储能行业影响可控 , 一方面今天行业板块下跌与市场的系统性恐慌有 关; 另 一方面, 此次加征"对等关税"对储能产品税率相对可控,而且 中国储能产品输美渠道此 前已被围追堵截,中企已有预案进行全球布局战略调整。 目前布局北美市场的中国储能企业主要为 全球化战略企业,并没有重押单一的北美市场,对这些公司的整体营收影响较小。 阿特斯表示, 对于关税成本有 对于关税成本有多种分摊和协商的办法,合同有关税变化保护条 款, 会争取将关税的影响限制在合理可控范围内 。同时公司在逐步推进海外电芯和 储能 系统制 造,以应中国产品出口美国关税的不确定性。 孚能科技 表示,目前公司产品出口地区以欧洲为主,美国出口占比较小。同时在海外产能建设方 面,公司为 锂电池 行业最早布局海外产能的企业之一。 美国增加关税对公司经营影响程度较小。 另一种认 ...