交通运输行业周报：元旦出行供需两旺关注油运淡季运价支撑和布局节奏

国盛证券01-04

周观点：2026 年元旦期间国内航线机票预定数据超383 万张，同比增长28%，出入境机票预定量超74 万张，同比增长14%，元旦预定数据表现较好。继续看好“扩内需”及“反内卷”下航空板块中长期景气度。油运方面，在制裁趋严、需求结构改善等因素改善下，关注淡季运价支撑力度和布局节奏，重点关注招商轮船、中远海能H/A。行情回顾：本周（2025.12.29-2026.1.2）交通运输板块行业指数下跌...

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交通运输行业周报：元旦出行供需两旺 关注油运淡季运价支撑和布局节奏

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交通运输行业周报：元旦出行供需两旺关注油运淡季运价支撑和布局节奏