上交易周市场回顾。上周沪深300 指数较前一周上涨0.3%，交运板块环比前一周上涨0.9%，跑赢沪深300 指数持平：上周交运各子板块环比涨跌由高到低分别为航空+4.0%/航运+3.7%/公路+3.0%/机场+0.0%/港口-0.1%/铁路-0.2%/物流-2.0%。船东控制运力、需求回暖，SCFI 指数持续上涨，航运板块走势较强。上周东莞控股、海汽集团、渤海轮渡等个股涨幅居前；长江投资、新宁物流、华贸物流等个股跌幅居前。

上周交运板块走势回顾 ...................................................................................................... 1

A 股板块指数回顾：航空、航运上涨 ................................................................................ 1

行业投资建议与重点公司 .................................................................................................. 2

风险因素 ........................................................................................................................... 4

行业重点数据跟踪 ............................................................................................................. 4

油价及汇率 ........................................................................................................................ 4

铁路行业............................................................................................................................ 5

快递行业............................................................................................................................ 6

航空行业............................................................................................................................ 8

机场行业.......................................................................................................................... 11

航运行业.......................................................................................................................... 11

港口行业.......................................................................................................................... 13

公路行业.......................................................................................................................... 14

重点公司公告 .................................................................................................................. 14

物流：渤海轮渡与烟台保税港区管理委员会签署了《战略合作协议》 ........................... 14

快递：德邦物流55 天获政府补助超4000 万 .................................................................. 15

机场：白云机场7 月旅客吞吐量同比减少34.64% ......................................................... 15

港口：7 月广州港、宁波港集装箱运量同增9.2%/5.1% ................................................. 15

公路：宁沪高速获准发行公司债券 .................................................................................. 15

行业重点新闻 .................................................................................................................. 15

快递：顺丰速运蝉联冷链物流企业榜首，德邦练手拼多多发力大闸蟹市场 .................... 15

民航：美国国务院解除旅行禁令，东航推企业版随心飞 ................................................. 16

近期重点报告 .................................................................................................................. 17

沪港通跟踪 ...................................................................................................................... 19