1 月中旬，沿海主要港口货物吞吐量同比+0.9%，较1 月上旬同比-1.7%上升2.6pct；其中外贸吞吐量同比+2.5%，较1 月上旬同比-6.0%上升8.5pct。货物总吞吐量及外贸货物吞吐量增速均实现转正。

1. 1 月中旬港口数据.....................................................................................................................5

1.1. 1 月中旬沿海主要枢纽港口货物吞吐量同比+0.9% ...................................................................................................5

1.2. 1 月中旬八大枢纽港口集装箱吞吐量同比+3.3% .......................................................................................................5

1.3. 1 月中旬原油增速保持稳定态势，煤炭、铁矿石吞吐量实现高增..........................................................................6

2. 12 月全月港口数据...................................................................................................................9

2.1. 12 月份沿海主要港口货物吞吐量当月同比+3.0% .....................................................................................................9

2.2. 12 月份八大枢纽港口集装箱吞吐量同比+6.4% .......................................................................................................10

2.3. 12 月份液体散货吞吐量由负转正，干散货吞吐量增速持续回落..........................................................................10

2.4. 12 月份全国沿海港口当月货物吞吐量同比+3.0% ...................................................................................................12

3. 1 月中旬航运运价指数............................................................................................................13

3.1. 1 月中旬波罗的海干散货指数（BDI）环比下降1.0% ............................................................................................14

3.2. 1 月中旬原油运输指数（BDTI）环比上涨1.0% .....................................................................................................14

3.3. 1 月中旬集装箱运价指数SCFI、CCFI 环比分别上涨0.5%、6.3% .......................................................................15

4. 投资建议................................................................................................................................15

5. 风险提示................................................................................................................................16