交通运输行业周报：内需政策再度加码，五一旺季需求可期

⚫ ⚫ ⚫ ⚫   -12.00%-7.00%-2.00%3.00%8.00%13.00%18.00%2024-04-262024-05-142024-05-272024-06-072024-06-212024-07-042024-07-172024-07-302024-08-122024-08-232024-09-052024-09-202024-10-102024-10-232024-11-052024-11-182024-11-292024-12-122024-12-252025-01-082025-01-212025-02-112025-02-242025-03-072025-03-202025-04-022025-04-16交通运输(申万)沪深300 ⚫ ⚫ ⚫ 0.38%0.14%-2.00%-1.00%0.00%1.00%2.00%3.00%4.00%5.00%6.00%汽车美容护理基础化工机械设备公用事业电力设备家用电器轻工制造钢铁有色金属纺织服饰石油石化通信非银金融医药生物环保计算机电子建筑装饰综合沪深300建筑材料国防军工交通运输商贸零售传媒农林牧渔银行社会服务煤炭房地产食品饮料4.88%2.98%1.74% 1.72% 1.42%0.56% 0.42% 0.41% 0.38% 0.14%-0.05%-0.37%-1.29%-1.35%-2.00%-1.00%0.00%1.00%2.00%3.00%4.00%5.00%6.00% 14.85%14.71%11.54%10.00%8.83%8.53%8.17%7.90%7.76%7.68%0%5%10%15%20%保税科技三峡旅游城发环境长江投资远大控股嘉友国际重庆港ST天顺华鹏飞ST万林-15.55%-12.57%-10.85%-7.59%-7.26%-7.23%-5.95%-5.56%-4.84%-4.73%-20%-15%-10%-5%0%庚星股份原尚股份锦州港福建高速华贸物流永泰运飞力达中创物流申通快递南京港0.00%50.00%100.00%150.00%200.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01国航南航东航海航吉祥春秋0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%2020-012020-062020-112021-042021-092022-022022-072022-122023-052023-102024-032024-082025-01国航南航东航海航吉祥春秋 0.0020.0040.0060.0080.00100.00120.00140.002019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-02期货结算价(活跃合约):IPE布油5.86.06.26.46.66.87.07.27.42019-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-022025-04-02中国:中间价:美元兑人民币0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01白云机场上海机场首都机场深圳机场0.00%20.00%40.00%60.00%80.00%100.00%120.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-092025-01白云机场上海机场首都机场深圳机场 0.001,000.002,000.003,000.004,000.005,000.006,000.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-21SCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.004,000.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-21CCFI：综合指数0.00500.001,000.001,500.002,000.002,500.003,000.003,500.002018-02-092018-07-062018-12-072019-05-172019-10-182020-03-272020-08-212021-01-152021-06-112021-11-052022-04-082022-09-022023-02-102023-07-072023-12-082024-05-172024-10-182025-03-21CCFI：美东航线0.00500.001,000.001,500.002,000.002,500.003,000.002018-02-0