高航运运价延续，物流快递ETF(516530)跟踪指数大幅上涨，兴通股份、韵达股份、海晨股份领涨。

有连云06-25

2024年6月25日，物流快递板块走势占优。盘面上，兴通股份领涨，韵达股份、海晨股份跟涨，物流快递ETF（516530）市场热度较高，过去5个交易日日均成交额超164万元。华福证券表示，短期看当前高运价至少延续至Q3旺季，运价或在7月见顶，7月抢运潮后货盘回落情况以及欧美下半年可能降息后的补库强度将决定航司挺价力度。供需反转将支撑集运公司全年业绩复苏，复现21年全球供应链“堵”局赢家。若红海冲突...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2446854739?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-25 11:24","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2446854739","market":"sh","top_or_hot":-1,"title":"高航运运价延续，物流快递ETF(516530)跟踪指数大幅上涨，兴通股份、韵达股份、海晨股份领涨。","media":"有连云","content":"<div>\n<p>2024年6月25日，物流快递板块走势占优。盘面上，兴通股份领涨，韵达股份、海晨股份跟涨，物流快递ETF（516530）市场热度较高，过去5个交易日日均成交额超164万元。华福证券表示，短期看当前高运价至少延续至Q3旺季，运价或在7月见顶，7月抢运潮后货盘回落情况以及欧美下半年可能降息后的补库强度将决定航司挺价力度。供需反转将支撑集运公司全年业绩复苏，复现21年全球供应链“堵”局赢家。若红海冲突...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062511242095d4e05d&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高航运运价延续，物流快递ETF(516530)跟踪指数大幅上涨，兴通股份、韵达股份、海晨股份领涨。</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高航运运价延续，物流快递ETF(516530)跟踪指数大幅上涨，兴通股份、韵达股份、海晨股份领涨。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062511242095d4e05d&s=b><strong>有连云</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年6月25日，物流快递板块走势占优。盘面上，兴通股份领涨，韵达股份、海晨股份跟涨，物流快递ETF（516530）市场热度较高，过去5个交易日日均成交额超164万元。华福证券表示，短期看当前高运价至少延续至Q3旺季，运价或在7月见顶，7月抢运潮后货盘回落情况以及欧美下半年可能降息后的补库强度将决定航司挺价力度。供需反转将支撑集运公司全年业绩复苏，复现21年全球供应链“堵”局赢家。若红海冲突...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062511242095d4e05d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0205","symbol_name":"仓储","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062511242095d4e05d&s=b","article_id":"2446854739","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062511242095d4e05d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2446854739","pubTimestamp":1719285857,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2024年6月25日，物流快递板块走势占优。盘面上，兴通股份领涨，韵达股份、海晨股份跟涨，物流快递ETF市场热度较高，过去5个交易日日均成交额超164万元。供需反转将支撑集运公司全年业绩复苏，复现21年全球供应链“堵”局赢家。根据美国NRF预计，美国海运进口量将在8月份达到217万TEU的峰值，之后在9月和10月放缓，这表明海运进口量会有所下降，7月和8月可能会出现拥堵，运费水平也将达到最高水平。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300873":"海晨股份","516530":"物流快递ETF","603209":"兴通股份","BK0205":"仓储","BK0187":"一线龙头","BK0232":"邮政","BK0201":"可转债","002120":"韵达股份","BK0270":"水上运输","BK0197":"中小创蓝筹","BK0118":"金融改革"},"translate_title":"High shipping rates continued, and the logistics express ETF (516530) tracking index rose sharply, led by Xingtong, Yunda, and Haichen.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300873":1,"516530":1,"603209":1,"002120":1},"content_text":"2024年6月25日，物流快递板块走势占优。盘面上，兴通股份领涨，韵达股份、海晨股份跟涨，物流快递ETF（516530）市场热度较高，过去5个交易日日均成交额超164万元。华福证券表示，短期看当前高运价至少延续至Q3旺季，运价或在7月见顶，7月抢运潮后货盘回落情况以及欧美下半年可能降息后的补库强度将决定航司挺价力度。供需反转将支撑集运公司全年业绩复苏，复现21年全球供应链“堵”局赢家。若红海冲突长期延续，有利于集运巨头提升2025年长协价、估值大幅修复。根据美国NRF预计，美国海运进口量将在8月份达到217万TEU的峰值（上一次达到这一水平为2022年），之后在9月和10月放缓，这表明海运进口量会有所下降，7月和8月可能会出现拥堵，运费水平也将达到最高水平。物流快递板块景气度较高。相关产品：物流快递ETF（516530）本条资讯内容与数据仅供参考，不构成投资建议。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446854739"}