【中国银河】交通运输行业周报：2025年春运数据亮眼，强化物流枢纽建设-250210（18页）.pdf

1、 -8.00%2.00%12.00%22.00%2024-02-2024-03-2024-04-2024-04-2024-05-2024-06-2024-07-2024-07-2024-08-2024-09-2024-09-2024-10-2024-11-2024-12-2024-12-2025-01-交通运输(SW)沪深300 1.98%0.01%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%计算机传媒汽车电子机械设备国防军工电力设备有色金属医药生物社会服务非银金融通信钢铁房地产环保家用电器沪深300建筑装饰综合美容

2、护理轻工制造基础化工商贸零售纺织服饰农林牧渔石油石化公用事业交通运输食品饮料建筑材料煤炭银行9.15%6.17%5.36%2.85%1.98%1.93%1.81%1.63%0.01%-0.69%-1.24%-1.82%-1.86%-2.36%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%15.17%12.56%11.51%10.97%9.05%8.59%8.39%8.37%8.07%7.16%0%5%10%15%20%凤凰航运传化智联音飞储存大众交通中信海直庚星股份华光源海普路通锦江在线重庆路桥-9.33%-4.85%-4.62%-4.56%-4.55%

3、-4.09%-4.06%-3.98%-3.97%-3.62%-10%-8%-6%-4%-2%0%东航物流南方航空粤高速A山东高速中国国航中远海特春秋航空嘉友国际招商公路皖通高速0.00%50.00%100.00%150.00%200.00%2020-012020-052020-092021-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-09国航南航东航海航吉祥春秋0.00%50.00%100.00%150.00%200.00%250.00%2020-012020-052020-09202

4、1-012021-052021-092022-012022-052022-092023-012023-052023-092024-012024-052024-09国航南航东航海航吉祥春秋 1,0002,0003,0004,0005,000美国欧洲日韩东南亚27%81%65%112%122%77%76%78%77%125%106%79%0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%美国德国法国英国意大利荷兰日本韩国印度尼西亚马来西亚新加坡泰国航班量恢复率0.0020.0040.0060.0080.00100.00120.00140.00201

5、9-01-022019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-02期货结算价(活跃合约):IPE布油5.86.06.26.46.66.87.07.27.42019-01-0

6、22019-04-022019-07-022019-10-022020-01-022020-04-022020-07-022020-10-022021-01-022021-04-022021-07-022021-10-022022-01-022022-04-022022-07-022022-10-022023-01-022023-04-022023-07-022023-10-022024-01-022024-04-022024-07-022024-10-022025-01-02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%14