行业研究报告题录
交通运输、仓储和邮政业(2023年第26期)
(报告加工时间:2023-08-07 -- 2023-08-13)

行业资讯

境外分析报告

  • 全球内外驱动船、渔业预测报告(2024-2029年)
    Equipment Type: Inboard-outdrive boats, fishing Industry: Ship and boat building The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

投资分析报告

  • 暑运旺季推动三大航业绩加速释放;行业供需错配带动盈利中枢再上新台阶
    航司股价主要受供/需/油/汇四大因素影响。航空业是典型的周期行业,股价通常受到多重因素的综合影响,且股价弹性较沪深 300 等大盘指数更大。复盘历史行情,我们认为航空公司股价主要受到供给、需求、油价及汇率四大因素影响,其中油价主要影响燃油成本,而考虑到航空公司大量发行美元债,购置飞机也多以美元计价,汇率主要影响固定资产折旧和外债相关的财务费用。

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