[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-26]
随着疫情影响消退、航空潜在需求释放，客运周转量比2019年增幅有望超过运力增幅，形成交叉，达到供需差拐点。2023年以来，客运周转量持续恢复，8月份恢复到2019年同期的105%。
[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-26]
飞机引进情况：根据公司公告，截至 2023 年 9 月末，国航机队规模899架（当月2），南航客机机队规模887架（当月+2），东航机队规模781架（当月+0），春秋机队规模122架（当月+1），吉祥机队规模115架（当月+0）。上市航司整体运力供给：吉祥、春秋运力投放大幅超过 2019 年同期，三大航运力基本恢复。根据公司公告，9 月ASK同比 19 年：吉祥+16% > 春秋+6% > 东航-2% > 国航 -4.1% > 南航-4.2%。1-9 月累计ASK同比 19 年来看：吉祥+17% > 春秋+11% > 南航 -9% > 国航-11% > 东航-12%。
[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-16]
[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-12]
[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-11]
[铁路、船舶、航空航天和其他运输设备制造业,交通运输、仓储和邮政业] [2023-10-10]
从传统视角看船周期，一般一艘船龄在20-30年的船将被更换。由于船舶种类繁多，各种船在历史上受到经济、政策法 规的各种因素影响，例如运价高、钢价低时，船东拆解意愿低；有环保政策约束时，船东拆解意愿较高。据克拉克森，船 舶拆解时的平均船龄从2007-2008年的29年，到2021年的25年，船舶拆解寿命中枢或有下移趋势，也就是说，船舶的更新换 代或在加速。
[仪器仪表制造业,铁路、船舶、航空航天和其他运输设备制造业] [2023-10-01]
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
[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-01]
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
[铁路、船舶、航空航天和其他运输设备制造业] [2023-10-01]
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
[铁路、船舶、航空航天和其他运输设备制造业,专用设备制造业] [2023-09-30]
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
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