香港 中国交通运输 -航空、油轮航运及物流市场反馈-Hong KongChina Transportation-Market Feedback Airlines, Tanker Shipping, and Logistics
2025-11-13 02:49
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 November 12, 2025 01:54 AM GMT Hong Kong/China Transportation | Asia Pacific M Idea Market Feedback: Airlines, Tanker Shipping, and Logistics We discussed our bullish view on airlines and tanker shipping, and the consolidation outlook for express delivery, with over 100 investors during the past week. Airlines: Investors who are more familiar with the global aerospace supply chain disruptions think our call on the supply-driven airlines' up-cycle is valid, but some came back wit ...