山东远洋开通首条印马国际支线航线，布局东南亚航运新枢纽 山东远洋：从本地资源整合到国际战略出海 此次支线航线的开通，是山东远洋海运集团"走出去"战略的又一重要节点。自2020年成立以来，该公司依托山东港口集团一体化平台，整合全省港航资 源，积极打造以集装箱、干散货和滚装运输为核心的综合性国际航运企业。2024年7月，山东远洋完成股份制改革，正式挂牌为"山东远洋海运集团股份有 限公司"，为登陆资本市场、高质量发展打下制度与治理基础。 与此同时，山东远洋也在加快构建国际化战略网络。2024年10月，该公司还与迪拜夏拉夫集团达成战略合作，正式进军中东航线市场，拓展船舶代理及物 流服务，强化在西亚及非洲区域的支线网络布局。 助力RCEP建设，加速"海洋强省"发展 7月15日，随着汽笛长鸣，一艘挂有"山港青岛"标识的集装箱船从青岛港前湾集装箱码头（QQCT）缓缓驶离，标志着山东远洋海运集团首条RCEP区域 （印度尼西亚－马来西亚）国际支线航线正式启航。作为"山港快线"品牌打造的又一全新力作，该航线的开通进一步拓展了山东远洋的全球网络版图，也 为中国企业深耕东南亚市场、提升区域协同效能提供了全新通道。 打通印马航线，强化 ...

购买第一艘自有船，这家上市公司"杀入"集装箱船市场 纳斯达克上市公司Heidmar航运控股公司（Heidmar Maritime Holdings Corp.）于2025年7月7日宣布，成功收购了其第一艘自有集装箱船——A. Obelix。此次收购标志着这家上市公司首次进军集装箱航运市场，扩展其业务版图，进入支线集装箱船这一关键领域。 A. Obelix 是一艘1,698 TEU的无吊集装箱船，2008年建造于德国Wadan船厂。这艘船目前在东地中海-黑海地区运营，配备了330个冷藏插座，能 够为冷链运输提供高效服务。Heidmar方面进一步透露其以2,525万美元的价格收购了这艘船，并签订了为期2.5年的租约，预计将为公司带来稳定 的收入流。 此次收购是Heidmar实施资本高效共同投资战略的一部分。在这一模式下，Heidmar将与投资者合作，共同收购并管理资产，扩展其商业和技术管 理能力。通过这种合作模式，Heidmar不仅能够增强其在航运领域的市场份额，还能进一步提高收入来源多样性。 另据信德海事网了解，多个航运公司近期已开始加大对支线船型的投资，包括希腊航运巨头Latsco Shipping与中国黄埔 ...

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The prices of container shipping index (European line) futures varied on Wednesday. The main contract EC2510 rose 1.4%, while the far - month contracts had a decline of -1% to -2%. The recent rebound of the spot index indicates that the price increase by leading shipping companies is likely to be implemented, reducing market concerns about peak - season freight rates. With the change of the main contract, the basis repair logic drove the sharp rise of near - month contracts. However, various economic data in the US suggest future economic activities may face greater challenges, and the container shipping index (European line) has weak demand expectations and large price fluctuations. But the rapid rebound of spot - end price indicators may drive the futures price to rise in the short term. Investors are advised to be cautious and pay attention to operation rhythm and risk control [1] 3. Summary by Relevant Catalogs 3.1 Futures Market Data - EC2510 main contract closed at 2153.00, up 62.3; EC2508 - EC2510 spread was 554.90, up 84.50; EC2508 - EC2512 spread was 394.00, up 104.00; EC contract basis was 268.94, down 27.00; EC main contract open interest was 18747, down 2808 [1] 3.2 Spot Market Data - SCFIS (European line) (weekly) was 2421.94, up 163.90; SCFIS (US West line) (weekly) was 1266.59, down 291.18; SCFI (composite index) (weekly) was 1733.29, down 30.20; CCFI (composite index) (weekly) was 1313.70, down 29.29; CCFI (European line) (weekly) was 1726.41, up 32.11; Baltic Dry Index (daily) was 1866.00, down 83.00; Panama Freight Index (daily) was 1990.00, down 41.00; average charter price of Panama - type ships was 14883.00, up 422.00; average charter price of Cape - type ships was 16909.00, up 914.00 [1] 3.3 Economic News - China's GDP in the first half of the year was 66.05 trillion yuan, a year - on - year increase of 5.3%. Fixed - asset investment increased by 2.8%, and real estate development investment decreased by 11.2%. In June, the added value of industrial enterprises above designated size increased by 6.8% year - on - year, and social consumer goods retail总额 increased by 4.8% [1] - The US and Indonesia reached an agreement. Indonesia will buy US energy worth $15 billion, US agricultural products worth $4.5 billion and 50 Boeing aircraft. The US will impose a 19% tariff on all Indonesian imports, and US exports to Indonesia will enjoy duty - free and non - tariff barrier treatment. The original plan was to impose a 32% tariff on Indonesia starting from August 1 [1] - The EU has no intention to take any trade counter - measures before August 1. If trade negotiations with the US fail, the implementation of counter - measures may be postponed to August 6 [1] 3.4 Economic Indicators in the US - The US S&P Global Composite PMI index in June dropped slightly from 53 in May to 52.8. Price pressure increased significantly. In May, core PCE increased by 2.7% year - on - year, slightly exceeding the market expectation of 2.6%. Real personal consumption expenditure decreased by 0.3% month - on - month, the largest decline since the beginning of the year. Personal income decreased by 0.4% month - on - month, the largest decline since 2021 [1] 3.5 Eurozone Economic Situation - The German ZEW economic sentiment index reached a three - year high. The CPI in May was stable at 2.3%, but industrial output decreased by 2.4% month - on - month, and the manufacturing industry was still under pressure [1]

在本届链博会展台，太古地产在中国内地单体投资额最高、规模最大的综合发展项目北京太古坊以沙盘 模型展示项目未来发展蓝图，诠释高品质商业综合社区的标准及体验。秉持城市更新和社区营造理念， 太古地产将文化与商业融合，打造人文质感的品质生活消费场景，以空间激活城市生命力。国泰集团借 助VR技术还原尔雅公务舱，展会观众可以沉浸式体验这一航空市场的标杆之作，感受舒适与隐私兼备 的机上空间。今年上半年，国泰集团达成全球100个客运航点的重要里程碑。凭借在航线布局、服务品 质及旅客体验方面的持续精进与不断突破，国泰集团力争以更加卓越、便捷、舒适的飞行体验，推动全 球航空业的持续繁荣与发展。 面对高质量发展的新要求，太古集团旗下业务以创新思维驱动运营升级，积极探索可持续发展路径。此 次参展链博会，太古集团展台也呈现了一系列实践成果与进展，借此契机与业界各方交流经验、凝聚共 识，助力产业迈向新高度。 太古可口可乐则围绕2050年净零排放目标，将可持续基因深植研发、生产与运营全链路，重塑饮料行业 的绿色低碳发展模式。太古糖业以天然代糖系列、银耳羹等新品为创新支点，引领健康消费新潮流。港 机集团立足75年专业积淀，以全面服务体系带动 ...

2025年7月16日 賃図日报 (航运研究小组) 远月基差修复，符合日报预期，美财长称中美谈判"态势良好"，今日盘面若冲高可考虑部分止盈。 | SCFIS、NCFI运价指数 | | | --- | --- | | 7月14日 | 7月11日 | | 上海出口集装箱结算运价指数SCFIS（欧洲航线）2421.94点，较上期上涨7.3% | 宁波出口集装箱运价指数NCFI（综合指数）1218.03点，较上期下跌3.19% | | 上海出口集装箱结算运价指数SCFIS（美西航线）1266.59点，较上期下跌18.7% | 宁波出口集装箱运价指数NCFI（欧洲航线）1435.21点，较上期下跌0.50% 宁波出口集装箱运价指数NCFI（美西航线）1186.59点，较上期上涨0.85% | | 7月11日 上海出口集装箱运价指数SCFI公布价格1733.29点，较上期下跌30.20点 | 7月11日 | | 上海出口集装箱运价指数SCFI欧线价格2099USD/TEU, 较上期下跌0.10% | 中国出口集装箱运价指数CCFI（综合指数）1313.70点，较上期下跌2.2% | | 上海出口集装箱运价指数SCFI美西航 ...

从中证香港100工业指数持仓样本的行业来看，快递占比56.33%、工业集团企业占比11.17%、物流综合 占比11.01%、商用车占比7.85%、航运占比7.33%、航空运输占比6.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当对应的母指数调整样本时， 行业指数样本将相应调整。当样本公司有特殊事件发生，导致其行业归属发生变更时，将对指数进行相 应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。 本文源自：金融界 作者：行情君 金融界7月16日消息，上证指数低开震荡，中证香港100工业指数 (H100工业，L11182)报148.81点。 数据统计显示，中证香港100工业指数近一个月上涨12.33%，近三个月上涨16.66%，年至今上涨 9.65%。 据了解，中证香港100行业指数系列将中证香港100指数样本按中证行业分类标准进行分类，再 ...

1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report - For domestic assets, there are mainly structural opportunities, with the policy - driven logic strengthening. There is a higher probability of incremental domestic policies being implemented in the fourth quarter. Attention should be paid to the impact of breaking the "involution" on the supply - side on assets. Overseas, attention should be paid to the progress of tariff frictions and geopolitical risks. In the long run, the weak - dollar pattern continues. Volatility jumps should be guarded against, and non - dollar assets should be focused on. Strategic allocation to resources such as gold should be maintained [6]. 3. Summary by Relevant Catalogs 3.1 Macro Highlights - **Overseas Macro**: The "reciprocal tariff" rates of the United States on most economies have been announced. Except for Japan and Malaysia, most rates have been lowered, and short - term tariff uncertainty has declined. In May, the US wholesale sales monthly rate was - 0.3% (expected 0.2%, previous value revised from 0.1% to 0%), and the wholesale inventory monthly rate final value was - 0.3% (expected - 0.3%, previous value - 0.3%). In June, the 1 - year inflation expectation of the New York Fed was 3.0% (expected 3.1%, previous value 3.2%). In June, the new non - farm payrolls in the US were better than expected again, with a significant rebound in government employment and a large decline in private - sector employment. The proportion of permanent unemployment increased, and the number of continued unemployment claims also continued to rise. Coupled with the slowdown in hourly wage growth, it indicates concerns in the job market. On July 4, the "Big and Beautiful" bill in the US was implemented, which may have limited long - term boost to the US economy and will increase the US deficit by $3.3 trillion in the next 10 years [6]. - **Domestic Macro**: In June, China's export volume rebounded slightly to 5.8% year - on - year, CPI rose 0.1% year - on - year, and PPI fell 3.6% year - on - year. The year - on - year growth rate of China's export volume in June increased by 1.0 percentage points compared with May. The recovery of exports to the US was the main boost, and the year - on - year growth rate of exports to the US increased by 18.4 percentage points compared with May, possibly mainly benefiting from the "rush to import" in the US after the relaxation of Sino - US tariffs in May. In addition, exports to ASEAN remained at a high level, and the "rush to re - export" continued to play a role. In June 2025, the national consumer price rose 0.1% year - on - year, with food prices falling 0.3%, non - food prices rising 0.1%, consumer goods prices falling 0.2%, and service prices rising 0.5%. On July 1, the Sixth Meeting of the Central Financial and Economic Commission proposed to "regulate the low - price and disorderly competition of enterprises in accordance with regulations and promote the orderly withdrawal of backward production capacity." As early as July 2024, the Politburo meeting raised the issue of "involution" to the central level. Commodities oriented to domestic demand such as coking coal, rebar, and glass, as well as polysilicon, which has been falling since the beginning of the year, were greatly affected by the "anti - involution" policy during the week [6]. 3.2 Viewpoint Highlights 3.2.1 Macro - Overseas stagflation trading has cooled down, and the long - short allocation ideas are differentiated. Domestically, there are moderate reserve requirement ratio cuts and interest rate cuts, and the fiscal end implements the established policies in the short term. Overseas, the inflation expectation structure has flattened, the economic growth expectation has improved, and stagflation trading has cooled down [7]. 3.2.2 Finance - Stock market sentiment has rebounded, and the bond market maintains a volatile outlook. Stock index futures continue a moderate upward trend but are affected by insufficient incremental funds and are expected to fluctuate. Stock index options should be maintained with caution due to the continuous deterioration of option liquidity and are expected to fluctuate. Bond market sentiment has weakened for treasury bond futures, and they are affected by factors such as unexpected tariffs, unexpected supply, and unexpected monetary easing and are expected to fluctuate [7]. 3.2.3 Precious Metals - Risk appetite has risen, and precious metals are in short - term adjustment. Gold and silver continue to adjust, affected by Trump's tariff policy and the Fed's monetary policy, and are expected to fluctuate [7]. 3.2.4 Shipping - Sentiment has declined, and attention is paid to the sustainability of the increase in the loading rate in June. For the container shipping route to Europe, attention is paid to the game between the peak - season expectation and the implementation of price increases, affected by tariff policies and shipping companies' pricing strategies, and is expected to fluctuate [7]. 3.2.5 Black Building Materials - Market sentiment leads, and attention is focused on the realization of positive factors. Steel products have continuous positive news and strong performance on the disk, affected by the progress of special bond issuance, steel exports, and molten iron production, and are expected to fluctuate. Iron ore has limited fundamental negatives, and macro sentiment boosts the ore price, affected by overseas mine production and shipment, domestic molten iron production, weather factors, port ore inventory changes, and policy - level dynamics, and is expected to fluctuate. Coke has limited supply - demand contradictions, and the first round of price increases has started, affected by steel mill production, coking costs, and macro sentiment, and is expected to fluctuate. Coking coal has slow supply recovery and slow upstream de - stocking, affected by steel mill production, coal mine safety inspections, and macro sentiment, and is expected to fluctuate. Silicon iron has little supply - demand contradiction and follows the sector's fluctuations, affected by raw material costs and steel procurement, and is expected to fluctuate. Manganese silicon has limited supply - demand drivers and follows the sector's operation, affected by cost prices and overseas quotes, and is expected to fluctuate. Glass stimulates speculation on the disk, and inventory has slightly decreased, affected by spot production and sales, and is expected to fluctuate. Soda ash still has an oversupply situation, and inventory continues to accumulate, affected by soda ash inventory, and is expected to fluctuate [7]. 3.2.6 Non - ferrous Metals and New Materials - The game of reciprocal tariffs vs. the expectation of domestic policy stimulus, non - ferrous metals stop falling and rebound. Copper is affected by the possible early implementation of US tariffs on copper, and its price is under pressure, affected by supply disruptions, unexpected domestic policies, the Fed being less dovish than expected, domestic demand recovery falling short of expectations, and economic recession, and is expected to fluctuate. Alumina is affected by the rumor that the mining license incident has eased, and the alumina disk has declined, affected by ore production not recovering as expected, electrolytic aluminum production recovering more than expected, and extreme sector trends, and is expected to fluctuate. Aluminum has a large inventory accumulation, and the aluminum price is under pressure to decline, affected by macro risks, supply disruptions, and demand falling short of expectations, and is expected to fluctuate. Zinc has a supply - demand surplus, and the zinc price fluctuates weakly, affected by macro - turning risks and zinc ore supply recovering more than expected, and is expected to fluctuate and decline. Lead has a solid cost support, and the lead price fluctuates, affected by supply - side disruptions and slow battery exports, and is expected to fluctuate. Nickel has increased nickel ore exports from Philippine nickel enterprises, and the short - term nickel price fluctuates widely, affected by unexpected macro and geopolitical changes, Indonesian policy risks, and supply not being released as expected in some links, and is expected to fluctuate and decline. Stainless steel has a weakening nickel - iron price, and the stainless - steel disk runs weakly, affected by Indonesian policy risks and demand growth exceeding expectations, and is expected to fluctuate. Tin has a resilient supply - demand fundamental, and the tin price fluctuates, affected by the expected resumption of production in Wa State and changes in demand improvement expectations, and is expected to fluctuate. Industrial silicon is affected by the continuous "anti - involution" sentiment, and the silicon price has rebounded, affected by unexpected supply - side production cuts and unexpected photovoltaic installations, and is expected to fluctuate. Lithium carbonate is affected by the speculation of supply disruptions under the "anti - involution" background, and the lithium carbonate position has increased and the price has risen, affected by demand falling short of expectations, supply disruptions, and new technological breakthroughs, and is expected to fluctuate [7]. 3.2.7 Energy and Chemicals - OPEC+ has increased production more than expected, and crude oil will drag down the energy and chemical sector to fluctuate weakly. Crude oil has supply pressure, and attention is paid to geopolitical disturbances, affected by OPEC+ production policies and Middle - East geopolitical situations, and is expected to fluctuate. LPG's disk returns to trading the fundamental looseness, and the PG disk may fluctuate weakly, affected by cost - end progress such as crude oil and overseas propane, and is expected to fluctuate and decline. Asphalt futures continue to fall, affected by unexpected demand, and are expected to decline. High - sulfur fuel oil's discount continues to fall, and its weakness is strengthened, affected by crude oil and natural gas prices, and is expected to decline. Low - sulfur fuel oil's low - high sulfur spread continues to rebound, affected by crude oil and natural gas prices, and is expected to decline. Methanol has a decline in domestic operation against an increase in imports, and it fluctuates weakly, affected by macro - energy and upstream - downstream device dynamics, and is expected to fluctuate. Urea has a situation of strong domestic supply and weak demand that is difficult to change, and it depends on exports to drive, affected by market transaction conditions, policy trends, and demand realization, and is expected to fluctuate. Ethylene glycol has a stable basis, and devices are restarting one after another, and it continues to fluctuate, affected by ethylene glycol inventory, and is expected to fluctuate and rise. PX is stable for the time being, and it fluctuates strongly, affected by crude oil fluctuations and downstream device abnormalities, and is expected to fluctuate. PTA has a weakening supply - demand situation and a strong cost - end PX, and it fluctuates, affected by polyester production, and is expected to fluctuate. Short - fiber has a falling basis, rising processing fees, and its absolute value follows the raw material fluctuations, affected by terminal textile and clothing exports, and is expected to fluctuate and rise. Bottle chips start to be overhauled, and the bottle - chip processing fees reach the bottom, affected by the later start - up of bottle chips, and are expected to fluctuate. PP is driven by commodity sentiment and fluctuates, affected by oil prices and domestic and overseas macro - situations, and is expected to fluctuate. Plastic has limited spot support and fluctuates, affected by oil prices and domestic and overseas macro - situations, and is expected to fluctuate. Styrene is in a driving vacuum period and fluctuates, affected by oil prices, macro policies, and device dynamics, and is expected to fluctuate and decline. PVC has strong expectations and weak reality and fluctuates, affected by expectations, costs, and supply, and is expected to fluctuate. Caustic soda's spot price continues to rebound, and it is cautiously optimistic, affected by market sentiment, start - up, and demand, and is expected to fluctuate [9]. 3.2.8 Agriculture - There may be La Nina at the end of the year, which boosts the sentiment of going long on protein meal. Oils are affected by the good growth of US soybeans, and market sentiment has weakened, affected by US soybean weather and Malaysian palm oil production and demand data, and are expected to fluctuate. Protein meal, corn, and starch may have a La Nina at the end of the year, which boosts the market sentiment of going long. Protein meal is affected by US soybean area and weather, domestic demand, macro - situations, and Sino - US and Sino - Canadian trade wars, and is expected to fluctuate and rise. Corn is affected by demand falling short of expectations, macro - situations, and weather, and is expected to fluctuate and decline. Rubber is supported by macro sentiment, and the rubber price runs, affected by producing - area weather, raw material prices, and macro - changes, and is expected to fluctuate. Synthetic rubber fluctuates on the disk, affected by large fluctuations in crude oil, and is expected to fluctuate. Pulp is dominated by macro factors and rises within the range, affected by macro - economic changes and US dollar - denominated quotes, and is expected to fluctuate. Cotton's price fluctuates narrowly, affected by demand and output, and is expected to fluctuate. Sugar is affected by changes in imports, affected by abnormal weather, and is expected to fluctuate. Logs are in a dilemma and fluctuate, affected by shipment volume and dispatch volume, and are expected to fluctuate and decline [9].

Summary of Conference Call Notes Industry Overview - The conference call primarily discusses the shipping and logistics industry, with a focus on recent developments in shipping and the impact of autonomous vehicles on logistics and delivery services [1][8]. Key Insights and Arguments Shipping Industry - The shipping sector is experiencing a shift towards new strategies and logic, particularly in the second half of the year [1]. - The impact of e-commerce on local delivery is still underappreciated in the market, indicating a need for increased awareness [2]. - Recent changes in cross-border logistics, particularly in the U.S. with the transition from full to semi-managed overseas shipping, have shown positive trends [2]. - New ship prices have stabilized and begun to rebound, with second-hand ship prices also showing signs of recovery [2]. - The performance of shipbuilding stocks, such as China State Shipbuilding Corporation and Yangzijiang Shipbuilding, has shown an upward trend, with significant valuation recovery potential compared to Korean and A-share counterparts [3]. - The overall performance of the shipbuilding sector is expected to improve, supported by stable ship prices and strong second-quarter earnings [3]. - Global shipping valuations remain relatively low, with significant buyback support from companies like COSCO [4]. Autonomous Vehicles in Logistics - The development of autonomous vehicles is heavily reliant on local policies and road rights, with a gradual approach to national regulations [8][9]. - The company 90 has demonstrated technological leadership in L4 autonomous vehicle technology, with a lower reliance on remote control compared to competitors [9]. - The pricing strategy for the E6 model has been significantly optimized, with costs reduced by over 60% compared to previous models [10]. - The company is expanding its operations internationally, with data centers in Singapore and plans for commercialization in Europe and Japan [11]. - The integration of autonomous vehicles into logistics is expected to significantly reduce costs for delivery companies, enhancing operational efficiency [14][15]. - The relationship between delivery companies and autonomous vehicles is characterized by mutual development and cost reduction, presenting numerous investment opportunities [15]. Additional Important Points - The shipping industry is facing challenges with fluctuating freight rates, particularly in the U.S. and Indian markets, which may affect overall shipping dynamics [6]. - The increase in oil production by Saudi Arabia is anticipated to impact shipping costs and operational strategies in the coming months [7]. - The logistics sector is witnessing a trend towards digitalization, which could further enhance efficiency and reduce costs in the delivery process [15]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and future outlook of the shipping and logistics industry, as well as the transformative potential of autonomous vehicles within this sector.

我们团队也是一直对亚洲区域内的集赁市场保持了密切的跟踪包括4月8号我们发布了景江航运的深度报告4月中我们也发布了报告来探讨关税背景下区域间的一个贸易机会 然后近期呢市场对这个区域间的一个市场然后以及主要的这个参与公司的一个关注度呢也是持续提升那我们也是呃今天刚刚外发了一篇航运行业的一个重要点评那进一步阐述亚洲集运市场的一个逻辑然后并对行业内的重要参与者包括这个景江航运海丰国际以及德江海运进行了这个比较分析那下面呢我将为大家做这个进一步的详细汇报 首先我们认为亚洲区域内市场是一块供需比较均衡的市场同时产业链加速转移以及贸易碎片化的趋势也会为市场带来潜在的贸易需求增量 那我们呢首先呢我们就看这个需求端那亚洲航线呢它也是这个国际集运行业中的第二大细分市场那24年呢它占这个全球的一个贸易量的一个比重呢大概是31%那同时呢它也是这个增速最快的一个细分市场那从01年然后一直到24年它的一个集运货运量的一个Kgram达到了6.85%然后也是明显的高于这个东西航线然后以及南北航线 亚洲集运市场的快速增长主要也是受益于几个因素的支撑第一点就是亚洲地区的人口基数是比较高的消费潜力也是比较大同时地区的经济增速也是比较快 第二点是以 ...

下面播报名则有声明播完毕后主持人可直接发言谢谢 请参会人员务必注意本次电话会议交流内容仅限参会人员内部参考任何机构或个人不得以任何形式对电话会议任何内容进行泄露或外发请勿以任何方式索要、泄露、散布、转发电话会议纪要任何泄露电话会议纪要等信息的行为均为侵权行为申望洪源研究保留追究泄露转发者法律责任的权利 我先重点讲一下这个现在重点推荐的这个传播板块就是从这个上个月开始六月我们就看出来就是无论是订单量还是这个新造船价格相比之前其实是有了这个显著奇闻的信号这可能也跟中美这个 一定程度的关系改善等有一定的关系过去我们看基本上每周都是新造船价格要么如果扣掉汇率的影响基本上是要么微跌要么持平了但是6月我们看到扣掉汽车船欧元美元汇率的影响其实是有其中两周这个邮轮包括其他船型的新造船其实是有一定的反弹的 然后上周的数据其实也出来了就是看到这个新造船价格基本上是齐稳的只下跌了0.01而6月27号那一周它是上涨了0.12所以从连续两周来看其实还是0.1%的一个 上涨的所以从这个时间点来看就是相对最重要的领先的这个船价已经是有一个这个显著气温的一个趋势这个中美最后谈判这个301调查的这个影响是否会有一定的变化我们认为其实也是有可能 ...