本文主要对2018年11月（上半月）港口运输业的要闻进行综述，并加以简要点评。

本文主要对2018年11月（下半月）港口运输业的要闻进行综述，并加以简要点评。

When defining luxury packaging, it is necessary to look at the product to be packed, as the definition of luxury cannot be associated with the product alone. It may be the nature of the product itself or the brand that contributes to the definition. Materials are considered to be luxury when they conform to a high standard of quality and strength.

Micro-perforated food packaging is a type of perforated packaging that contains micro holes, which enable gas permeation in order to maintain the rate of respiration of food products. Micro-perforation involves the puncturing of packaging films with holes ranging from a diameter of 30 mm to 200 mm. This packaging offers various advantages including extended shelf life and moisture retention of the food products. We have segmented the global micro-perforated food packaging market based on three parameters, namely material, application, and region. In terms of material, micro-perforated food packaging market has been segmented into polyethylene (PE), Polypropylene (PP), polyethylene terephthalate (PET), and others. Others include Polyvinyl chloride (PVC) and Ethylene vinyl alcohol (EVOH). These materials are used in various types of plastic packaging such as wraps, bags, pouches, and sleeves.

需求潜力定行业：网民数量增长*网购渗透率提升*购买频次增加*网购品类拓展，尤其拼多多等新型电商平台的出现挖掘了行业被忽视的需求，换言之意味着行业需求仍具备十足潜力。复盘过去通达系快递：看过往，城头变幻大王旗。

国家邮政局监测信息显示，11 月 11 日至 16 日业务高峰期间，全国邮政、快递企业共处理邮（快）件 18.82 亿件，截至 21 日 20 时，除边远地区外，主要寄递企业揽收的邮（快）件已妥投 18.3 亿件，妥投率超过 97%。

2018 年 10 月，我国物流业景气指数为 54.5%，较上月回升 1.4 个百分点。10 月份，物流业景气指数继续回升，反映出生产和消费活动加快。

进入 10 月后，港口生产保持相对稳定。10 月当月全国规模以上港口完成货物吞吐量 11.26 亿吨，同比增长 6.29%。

截止12月10日申万休闲服务板块整体累计下跌9.5%，排名1/28（同期上证综指、沪深300和创业板指数分别下跌21.8%、22.0%和24.3%），特别6月以来相比其他消费板块相对收益明显，高点以来回调幅度23%，上半年表现同样较好的医药、食品饮料和家用电器高点回调34%、30%和40%）。

回顾 2018 年， 轨交行业经历风雨终见彩虹，上半年铁总下调计划总投资及发改委 收紧地铁项目审批，给整个板块造成较大的估值与业绩压力。