4 月中旬，沿海主要枢纽港口货物吞吐量同比增长7.0%，其中外贸货物吞吐量同比增长5.8%。八大枢纽港集装箱吞吐量同比增长17.8%，其中
外贸箱吞吐量同比增长22.3%，内贸箱同比增长5.9%。全球经济持续复苏提振海外消费需求，我国外贸箱吞吐量增速加快。

1. 4 月中旬港口数据 ..................................................................................................................... 5
1.1. 4 月中旬沿海主要枢纽港口货物吞吐量同比+7.0% ................................................................................................... 5
1.2. 4 月中旬八大枢纽港口集装箱吞吐量同比+17.8% ..................................................................................................... 5
1.3. 4 月中旬原油、煤炭以及铁矿石吞吐量增速均有所放缓 .......................................................................................... 6
2. 3 月全月港口数据 ..................................................................................................................... 9
2.1. 3 月份沿海主要港口货物吞吐量当月同比+14.7% ..................................................................................................... 9
2.2. 3 月份八大枢纽港口集装箱吞吐量同比+14.5% ....................................................................................................... 10
2.3. 3 月份原油、铁矿石及煤炭吞吐量均保持稳定增长 ................................................................................................ 10
2.4. 3 月份全国沿海港口当月货物吞吐量同比+14.7% ................................................................................................... 12
3. 4 月中旬航运运价指数 ............................................................................................................ 13
3.1. 4 月中旬波罗的海干散货指数（BDI）环比上涨26.3% .......................................................................................... 13
3.2. 4 月中旬原油运输指数（BDTI）环比下跌1.1% ..................................................................................................... 14
3.3. 4 月中旬集装箱运价指数SCFI、CCFI 环比分别+5.2%、+2.7% ............................................................................ 14
4. 投资建议 ................................................................................................................................ 15
5. 风险提示 ................................................................................................................................ 15