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。

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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...

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