航运港口：国际干散货运输市场呈回暖态势跨太平洋东向航线空班数量将增加

中信建投证券2025-04-27

核心观点1）国际干散货运输市场呈回暖态势。本周，各船型运价、日租金均上涨。其中，海岬型船市场先抑后扬；巴拿马型船市场，澳洲煤炭和南美粮食运输需求维持较好；超灵便型船船市场，镍矿货盘增量有限。2）跨太平洋东向航线空班数量将增加。根据德路里报告，从25 年4 月21 日到5 月25 日，主要东西向主航线已经宣布72 个航次取消，取消航次总数占计划713 个航次的10％，其中，约56％将在跨太平洋东向...

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日）交运板块整体下跌。本周航运板块涨幅为1.24%，港口板块跌幅为0.03%。航运港口：国际干散货运输市场呈回暖态势，跨太平洋东向航线空班数量将增加国际干散货运输市场呈回暖态势。本周，各船型运价、日租金均上涨。其中，海岬型船市场先抑后扬，太平洋货盘上半周偏少，下半周逐渐增多，看涨情绪升温，运价触底反弹；巴拿马型船市场，澳洲煤炭和南美粮食运输需求维持较好，印尼煤货盘下半周迎来一定增量，日租金稳步上行；超灵便型船船市场，镍矿货盘增量有限，但东南亚及印度煤炭进口需求表现较好，带动日租金继续上涨。跨太平洋东向航线空班数量将增加。根据德路里报告，从25 年4月21 日到5 月25 日，主要东西向主航线——跨太平洋、跨大西洋以及亚洲-北欧和地中海航线——已经宣布72 个航次取消，取消航次总数占计划713 个航次的10％，其中，约56％将在跨太平洋东向航线上，31％在亚洲-北欧和地中海航线上，13％在跨大西洋西向航线上。近期美国东、西海岸的空班航次呈上升趋势。从分布上看，未来45%的空班将集中在东海岸，其余55%则分布在西海岸。3 月主要沿海内河港口集装箱吞吐量同比增长9.5%。3 月，中国港口协会统计的主要沿海内河港口企业累计完成集装箱吞吐量2645.67 万TEU，同比增长9.5%，继续保持增长态势，其中累计完成外贸集装箱吞吐量1317.93 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航运港口：国际干散货运输市场呈回暖态势 跨太平洋东向航线空班数量将增加

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航运港口：国际干散货运输市场呈回暖态势跨太平洋东向航线空班数量将增加