中信建投：下半年集运运价或见顶回落
2026-07-07 23:55:00
据界面新闻报道，中信建投研报称，2026年上半年集运市场呈现超预期量价齐升。研报预计，下半年集运运价高位见顶回落，中长期中枢或仍维持相对高位；短期受中东冲突降温、油价回落及抢运潮结束后需求真空影响，运价承压回落预期较强。研报还指出，2027至2029年大量新船交付及红海复航进程将影响供给，各国对华关税政策不确定性与港口拥堵常态化或增加供应链不确定性。
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Next article：
伊朗称美军袭击致多人受伤
