国航、东航、中远海控等：2026年运输前景有别

和讯网2025-12-19

【高盛发布2026年全球运输行业前景研究报告】12月19日，高盛发表研究报告，展望2026年全球运输行业前景。在航空业，该行预计国际需求上升、供应限制持续，将使航空公司2027年股本回报率达22%，超行业周期平均。虽上半年需关注日本相关风险，但仍看好航空股，预期机票价格有上行空间，首选国航H股及东航A股。集装箱船运方面，供应恢复使高盛转趋谨慎，行业利润率将压缩。今年新船订单高于预期，订单占现有运力...

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