航运港口行业动态：上半年全国主要港口货物吞吐量同比增长4.0%

中信建投证券2025-08-03

核心观点1）上半年，全国主要港口完成货物吞吐量89 亿吨，同比增长4.0%，其中，内、外贸吞吐量同比分别增长5.0%和1.8%。完成集装箱吞吐量1.7 亿标箱，同比增长6.9%，其中，内、外贸吞吐量同比分别增长4.0%和8.9%。2）远东干散货运大中型船运价下跌，租金指数迎来回落。本周，国际干散货运输市场行情有所转弱，大中船型市场运价不同程度回落，远东干散货租金指数下行。具体船型来看，海岬型船...

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